Liquid Cooling Opportunity Deep Dive

Key Points

• Comprehensive analysis of liquid cooling market opportunity driven by AI datacenter buildout
• Liquid cooling critical for high-density AI infrastructure requiring advanced thermal solutions
• Market shifting toward liquid cooling solutions as air cooling becomes insufficient for state-of-art AI datacenters
• Significant financial upside for companies positioned in liquid cooling supply chain

Investment Implications

• Evercore ISI identifies bull case scenarios for thermal management and cooling solution providers
• Liquid cooling adoption accelerating across hyperscale and cloud infrastructure providers
• TAM expansion as density requirements increase in AI compute clusters

Source

• File: 20241004 DEPP DIVE-Liquid Colling Opp_Amit ISI.pdf
• Location: Dropbox/2. Semi/Datacenter/Liquid cooling/
• Pages: 77
• Date: October 6, 2024
• Analyst: Amit Daryanani, Evercore ISI
• Type: Investment Research

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