Recently, well-known technology analyst Ming-Chi Kuo released an in-depth report on Weiying Technology, a subsidiary of Wistron Zitong, which revealed the latest development trends in the field of artificial intelligence servers. The report specifically mentioned that the ASIC AI server planned to launch by OpenAI is expected to be officially launched in the market in the fourth quarter of 2026. The chip design of this server is led by Broadcom, the world's leading semiconductor company, and its technical strength and innovation capabilities have attracted much attention from the industry.
In the report, Guo Mingchi further pointed out that Amazon's Trainium2 server has been shipped on a large scale under the air-cooled version, and Weiying Technology's production line has also reached full load operation. More importantly, the water-cooled version of Trainium server is scheduled to begin mass production in the fourth quarter of 2026. This trend shows that with the increasing demand for computing power, efficient cooling technology will become a key direction for future server design.
In addition, Guo Mingchi also emphasized that future ASIC AI servers will have stronger computing power, which will lead to a significant increase in power consumption per cabinet to above 80-100kW. In order to meet this challenge, water cooling design has become an indispensable technical solution. Although the introduction of water cooling systems will significantly increase the manufacturing cost of single cabinets, the performance improvement and energy efficiency optimization brought by it will provide data centers with more efficient and stable services.
It is worth mentioning that Weiying Technology is currently renegotiating with Omniva, an important Middle East customer, on the details of the order for GB200NVL72. It is expected that the order will enter the mass production stage in the second or third quarter of 2026, with the first batch of orders being about 1,000 cabinets. This cooperation marks a new milestone in the construction and upgrading of global data centers, and also indicates that the application of artificial intelligence technology will be further deepened on a global scale.
Overall, with the rapid growth of computing power demand, technological innovation of AI servers is imperative, and water-cooled design will become the core direction of future development. The continuous advancement of artificial intelligence technology will not only bring more efficient solutions to data centers, but will also push the entire technology industry to a new level. In the future, the potential of artificial intelligence will be broader and deserves the continued attention and expectations of all walks of life around the world.