Huatai Securities: Increased power consumption of optical modules drives accelerated penetration of liquid cooling
A recent report from Huatai Securities indicates that the increasing power consumption of optical modules, driven by the expansion of AI computing power, is accelerating the adoption of liquid cooling solutions. This trend is creating a significant market opportunity for liquid-cooled cages within optical modules, with domestic Chinese manufacturers poised to benefit. These companies are actively developing advanced liquid-cooled products and expanding production capacity to meet the growing demand. AI
IMPACT Accelerates adoption of liquid cooling in data centers to manage heat from AI hardware.