A research report from CITIC Construction Investment indicates that by 2025, there will be a substantial surge in the adoption rate of liquid cooling technology for NVIDIA's AI chips. As the power consumption per chip continues to escalate, the market scale for liquid cooling solutions is poised for significant expansion.

Concurrently, ASIC (Application-Specific Integrated Circuit) cabinet solutions are increasingly integrating liquid cooling systems. Moreover, domestic manufacturers are pioneering super-node solutions, which are contributing to the heightened maturity and sophistication of the liquid cooling industry chain.

It is projected that the penetration rate of liquid cooling in both the ASIC sector and the domestic market will experience a swift uptick, thereby further broadening the market potential. Given these developments, it is advisable for investors to keep a close eye on the burgeoning opportunities within the liquid cooling sector.