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Supply chain6/day by emailEstimate
Nvidia's accelerators have pushed thermal design power from 700W for the H100 to over 1,000W for the B200 and B300, and air can no longer carry the heat away. TrendForce expects liquid cooling in server racks to reach 47% of server racks by 2026
Verified 2026-08-13
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
- Amkor Technology, the outsourced chip packaging and test house scaling up advanced packaging for AI processors, reported record second-quarter 2026 net sales of $1.90 billion, up 26% year-over-year $1.90 billion in record Q2 net sales, +26% YoY