Overview
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
Key Highlights:
- Cloud providers expand data centers, upgrading power and cooling technology
- BBU lithium batteries, with higher efficiency and lifespan, gradually replace traditional UPS backup systems
- Major providers like Meta, AWS, Google, plus Tier-2 data centers adopt BBU
- Liquid cooling becomes a core feature in new AI data centers, supporting advanced thermal management
- Suppliers like Delta, LiteOn (power) and Cooler Master, AVC (thermal) benefit from rising demand
- Liquid cooling facilities and key components advance in design, driving industry tech progress