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GB200采用冷板液冷
GB200采用冷板液冷
行业数据
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图片格式:PNG
图片大小:792KB
图片尺寸:1137*843
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所属报告:
【开源证券】通信行业投资策略:光联万物,液冷护航,国产算力迎新纪元-251102(67页).pdf
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英伟达GB200和GB300液冷技术核心对比
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行业数据
2026-07-21
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GB200液冷模块
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行业数据
2026-07-21
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图21、GB200ComputeTray结构
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2026-07-20
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图22、GB200NVL72NVLink线缆仓及铜缆背
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2026-07-20
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图23、GB200NVL72机柜后部NVLink铜缆线
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行业数据
2026-07-20
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液冷产业链从冷源向芯片级热管理延伸
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产业链
2026-07-10
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冷板式液冷方案为当前液冷主流模式
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商业模式
2026-07-02
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英伟达GB200/G300液冷采购模式变化
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2026-07-02
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GB200架构示意
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2026-07-01
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图18、英伟达GB200NVL72机柜
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2026-06-26
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室内侧液冷循环和主要零部件示意图(以英伟达GB200NVL72液冷方案为例)
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行业数据
2026-06-12
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以GB200NVL72机柜132kW额定功率(不考虑冗余)测算液冷二次侧的BOM成本
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数据中心液冷系统原理图(冷板式液冷为例)
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以GB200NVL72机柜132kW额定功率(不考虑冗余)测算液冷一次侧的BOM成本
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2026-06-12
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英伟达GB200内部用18颗NVSwitch连接72个B200
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(1)芯片侧:高算力需求下,国内外算力芯片热功率不断攀升,传统风冷散热模组下热点问题显著,风冷散热已达瓶颈。我们认为:当 CPU芯片≥350W或 GPU芯片功耗≥400W时,液冷成为“待选”方案。随着芯片功率提升,液冷散热优势逐渐凸显,风冷散热性价比持续降低,采用液冷散热方案的比例不断增长。当 GPU芯片功耗≥800-1000W时,液冷成为必选方案。此时已逼近风冷散热极限 800W左右,液冷将从可选改为必选,目前英伟达 B200计算芯片 TDP为 1000W,GB200计算芯片 TDP最高为 2700W,已采用单相冷板式液冷替代原有风冷方案,若芯片功耗持续上升,单相冷板式液冷或达到散热瓶颈逐渐开始向相变冷板式或浸没式液冷转变。
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【开源证券】通信行业投资策略:光联万物,液冷护航,国产算力迎新纪元-251102(67页).pdf
2026年通信行业策略报告:1.6T放量在即,液冷渗透与国产算力链迎机遇
【开源证券】通信行业投资策略:光联万物,液冷护航,国产算力迎新纪元-251102
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