The data center migration, announced to the liquid cooling technology of the Danish manufacturer Asetek company before, will cooperate with a heavyweight partners, and make the data center business made significant progress, but did not disclose the name of its partners. "The development of data centers has great potential," Andre Eriksen, CEO of the company, said in an interview with bloomberg. In the long run, I believe the mainstream cooling technology in the data center will be liquid cooling. "
The identity of Asetek's partners remains a mystery, but some experts believe it may be Intel, a chipmaker. For Asetek, this is an opportunity for business growth, and the company's stock has been impressive. Compared with the pre tax deficit of $600 thousand in the first half of 2016, Asetek's revenue increased by 20% in the second quarter of 2017. Overall, Asetek's data center business revenue was $1 million 400 thousand in the first half of 2017, while the direct liquid cooling product revenue was $21 million. In addition, the company, with customers in some data centers began to cooperate, which includes licensing its technology to Fujitsu and Penguin Computing company.
Asetek's strongest rival is CoolIT Systems, a Canadian firm. The two are the largest direct liquid cooling suppliers in the industry, as well as high-end PC (mainly used for games) and data center DLC (data center liquid cooling) technology vendors. The two manufacturers are using liquid cooling technology based on water-cooled heat dissipation. There are differences in how to distribute warm water, but the technology is roughly similar. In June 2015, the northern California (St. Jose) District Court ruled that CoolIT systems needed to pay $1 million 900 thousand to Asetek for patent infringement.
CoolIT has recently entered into a partnership with some well-known manufacturers. Last June, the company announced that it would work with DELL EMC to integrate its technology into DELL's PowerEdge server. This collaboration is interesting because DELL EMC has been reluctant to adopt direct liquid cooling technology in the past (although the company developed the DLC system for eBay in 2016). In 2016, CoolIT also announced that it would cooperate with HPE, a server manufacturer, to provide cooling for HPE's Apollo 2000 system. HPE also developed its own Apollo 8000 DLC system for high-performance computing in 2014. These collaborations show that, although both server OEM vendors have developed their own DLC systems, they eventually cooperate with CoolIT technologies.
CoolIT has also entered into a partnership with Stulz, a German manufacturer, and Stulz is one of the global leaders in the data center cooling system. The two companies have recently been working on a micro module data center called STULZ Micro DC. The micro module data center is designed for high performance computing (HPC), and its stand alone supports rack power density up to 80kW. per rack
But CoolIT isn't the only competitor for Asetek. Other manufacturers using cold panel systems also include Chilldyne, headquartered in California. The company is not as large as CoolIT or Asetek, but has also been successful recently, and is currently launching a project for DARPA.
Although warm water and cold plate technology is relatively flexible, it is relatively easy to refit in existing data centers, but its cooling efficiency is lower than submerged liquid cooling technology. Manufacturers of immersion liquid cooling technology also include Iceotope, Green Revolution Cooling (GRC), LiquidCool systems, and Holland Asperitas recently entered the market. Immersion technology has some advantages over cold plates, because the heat load in the liquid is much higher than that in the liquid. This means that the equipment using the immersed cooling server can completely replace the expensive mechanical air cooling system, and only use dry coolers or other low cost heat dissipation technologies.
Artificial intelligence promotes the development of DLC Technology
However, the market competition between DLC suppliers seems futile. For most DLC vendors, the real competitors are the traditional cooling vendors of data centers. However, this situation may be changing. The growth of intensive computing applications related to deep learning and artificial intelligence may generate greater market demand for direct liquid cooling technology outside the traditional HPC.
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