赋能人工智能时代：数据中心的演变与达美航空的战略应对.pdf

1、Empowering the AI Era:The Evolution of Data Centers and Deltas Strategic ResponseDelta Electronic,IncAgenda4321About DeltaAI to Shape the Data CenterCooling for AIPower for AI Empowering the Future Giga-Watt AI Data Centers5No.1Merchant Power SupplyManufacturer$12.85 BRevenue in 2024 8%of revenue de

2、voted to R&D each year23.84 M Tonsof carbon emissions reduction from 2010-2023Delta,founded in 1971,is a global provider of power and thermal management solutions.For over 50 years,we offer the most energy efficient power products for our major business categories include Power Electronics,Mobility,

3、Automation,and Infrastructure.To provide innovative,clean,and energy-efficient solutions for a better tomorrow.Bruce ChengFounder and Honorary ChairmanPing ChengChairman and CEODelta at a Glance*Resource:market.us 05001000150020002500300020222023202420252026202720282029203020312032HardwareServicesSo

4、ftware1291772343424846407841073141719382745Global Artificial Intelligence MarketThe Market will Grow At the CAGR of:36.8%The forecasted market size for 2032 in USB:$2745BMegatrend:The Booming Growth of AI IndustryChange to CPUGPU Computing PerformanceSource:NVIDIA2010202020301010101010101010Trillion

5、s of Operations per Second(TOPS)GPU-Computing perf 2X per year1000Xin 8 years1.1X per year1.5X perf per yearNVIDIA GraceTM CPU NVIDIA H200 NVL300W700WNVIDIA HGX TM H2001,700W1980 1990 2000NVIDIA GraceTM CPU B100300W1,500WNVIDIA HGXTM B2003,300WCurrent GenerationAI Server Power Demand Increase Last G

6、enerationMegatrend:The Booming Growth of AI IndustryPower needed is DOUBLINGSingle-threaded CPU perf0500100015002000250030003500TDP(W)Thermal Design PowerY2015Y2020Y2025GPUCPUAI Data CenterAir Cooling1.3 2PUE Liquid Cooling1.05 1.1PUE Immersion Cooling1.05 1.09PUE Data Center InfrastructureIT Equipm