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Achievement of 5,000 Units in Cumulative Shipments of Open Liquid-Cooling CDU

Nidec Corporation (hereinafter referred to as "the Company") is pleased to announce that the cumulative shipment of CDU (Coolant Distribution Unit) for AI servers has reached 5,000 units.
The Company has focused on liquid-to-liquid cooling technology as an optimal cooling solution for processors mounted in high-performance computing servers, particularly AI servers, and has developed an open liquid-cooling CDU.
Mass production is carried out at our Ayutthaya plant in Thailand, and the Company achieved a cumulative shipment of 5,000 units by the end of November 2024.
With the increasing demand for generative AI, the liquid cooling equipment market is expected to continue growing, and the Company is considering expanding CDU production capacity to over 3,000 units per month in the near future.
The company also does OEM CDU production for Supermicro.

NVIDIA's next-gen GB300 AI platform in mid-2025: more perf than GB200, fully liquid-cooled

NVIDIA's next-generation GB300 'Blackwell Ultra' AI servers expected to debut in mid-2025: fully-liquid cooled, 12-Hi HBM3E memory, TSMC CoWoS-L packaging.
In a new report from the UDN, we're learning that supply chain manufacturers have already started the process for next-gen NVIDIA GB200 AI servers, which will have massive power consumption increases over the already power-hungry GB200 AI servers.
NVIDIA's new GB300 AI servers will consume more power than ever before, with the water-cooling part of the equation becoming more important than it was with GB200 AI servers.

Nvidia invested around $1 billion in artificial intelligence (AI) companies in 2024.
According to a report from the FT citing corporate filings and Dealroom research, Nvidia invested in 50 startup funding rounds and corporate deals during 2024, a 15 percent increase on the $872 million the company spent across 39 funding rounds in 2023.
However, while Nvidia participated in more funding rounds than Amazon and Microsoft, Google outpaced all three companies during the same 12-month period, participating in approximately 120 VC rounds.
In August, the US Department of Justice (DOJ) launched two separate antitrust probes into the GPU giant, evaluating whether the company has abused its market dominance and forced companies to buy additional products to receive GPUs while penalizing those that buy rival chips.
Nvidia reached a $3 trillion market cap in June 2024 and twice overtook Apple as the world’s most valuable company. In November 2024, the company posted total revenues of $35.1bn, up 94 percent year-over-year.

US-based renewable energy developer UVCell Solar and Southeast Asian data center developer Iozela Data Center have signed a strategic agreement to develop a data center complex and renewable energy hub in Malaysia.
The partners envision the development as a model for ESG-compliant technology and aim to integrate full facilities, including a management office, staff accommodation, and a green plantation farm, to enhance the project's overall ESG impact.
The partners envision the development as a model for ESG-compliant technology and aim to integrate full facilities, including a management office, staff accommodation, and a green plantation farm, to enhance the project's overall ESG impact.
Malaysia’s data center sector is expected to grow significantly over the remainder of the decade, from 710MW in 2024 to 1.36GW by 2029.
Several significant announcements were made in the country in 2024. In October, Google broke ground on its first data center in Malaysia. The $2 billion campus is located at the Elmina Business Park outside Kuala Lumpur.

VueNow Infotech has inaugurated two Edge data centers in Uttar Pradesh, India, while in the midst of a money laundering investigation.
The data centers are located in Malihabad and Ambedkarnagar, and are part of a wider plan to deploy as many as 750 Edge data centers across the state.
The company has Edge data centers already operational in Ghaziabad and Raebareli, and plans to launch others in Varanasi, Prayagraj, Ayodhya, and Gorakhpur.
VueNow is currently in hot water and is facing a money laundering investigation in connection with the "cloud particle scam.“
According to the report, VueNow does not have the "proportionate infrastructure" to that which it was sold and was promising up to 40 percent returns annually to investors.

Giga Computing and Empyrion Digital are teaming up to develop an AI data center in Taiwan.The data center dubbed TW1 will have up to 7MW of IT capacity and is expected to be operational in 2027.
Giga Computing is a subsidiary of Gigabyte. The data center will use Gigabyte's GigaPod offering, a modular compute cluster designed for AI workloads.
Empyrion was launched by Asian infrastructure investment fund Seraya Partners in 2021. The company currently operates a 7.7MW data center in Singapore and is constructing a 29.4MW facility in Seoul, South Korea, with more markets under development.
Taipei is currently home to operators such as Vantage, NTT, and Taiwan Mobile. Apple is reportedly looking to develop a data center in Taiwan. Other major international companies developing in Taiwan include Google, Amazon Web Services (AWS), which shared plans for a Taipei cloud region in June 2024, and Microsoft.

Geothermal energy startups are on the upswing with Big Tech companies looking to feed their power-intensive AI data centers, but long-term investments remain uncertain as oil majors double down on natural gas.
Meta and Alphabet’s Google are among the tech companies partnering with startups proposing to produce geothermal electricity, to power their data centers.
Large data-center operators are also racing to meet the energy needs of artificial intelligence, accelerating a range of clean technologies in the process.
Large data-center operators are also racing to meet the energy needs of artificial intelligence, accelerating a range of clean technologies in the process.

Big Tech is spending billions on artificial intelligence as demand grows for computing power and more advanced capabilities.
Microsoft, Meta, Google, and Amazon spent a combined $125 billion on investing in and running AI data centers between January and August 2024, according to a JPMorgan (JPM) report citing New Street Research.
Of the four tech giants, Microsoft has invested the most in fixed AI assets, such as graphics processing units (GPUs) and other chips, and on maintaining its AI data centers, according to the research. The report also shows that Google and Amazon spent more on training their AI models than on inferencing — or running their AI models for customers.
Amazon — $19 billion;
Meta — $27 billion;
Google — $33 billion;
Microsoft — $46 billion

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