1. Promising AI Server Market with Diverse Product Offerings
1.1 AI Servers Featuring Nvidia HGX and MGX Architectures
1.1.1 Air-Cooled and Liquid-Cooled HGX Architecture Servers Launched Simultaneously, with Liquid Cooling Solutions Effectively Limiting Server Height
1.1.2 Nvidia MGX Offers Greater Flexibility in Server Design, Leading to Diverse AI Server Models
1.2 AMD and Intel Separately Collaborate with Manufacturers to Enter the AI Server Market
2. Server Makers Actively Collaborate with Nvidia for Rack-Level Solutions
2.1 Manufacturers Compete with Nvidia DGX GB200 NVLink 72 Racks within the Same Architecture
2.2 Manufacturers Seek Differentiation in Rack Design, Collaborating with Various Upstream and Liquid Cooling Vendors
3. MIC Perspective
3.1 The AI Server Market Remains Hot, with a Significant Increase in Product Specs and the Number of Vendors
3.2 Air-Cooled and Liquid-Cooled Servers Target Different Customer Groups; Liquid Cooling Enhances AI Computing Density in a Single Rack
3.3 High Power Consumption of AI Servers Accelerates the Adoption of Liquid Cooling, Making Rack-Level Solutions a Norm
3.4 Nvidia Continues to Dominate the AI Server Market, with AMD and Intel Making Progress AI
Appendix
List of Companies