Compal pushes into AI data centre power and cooling
Compal is expanding beyond AI servers into the power and cooling gear that AI data centres need, a bid to grab a bigger slice of the AI buildout.
- Compal will show off new AI factory infrastructure at the OCP global summit, covering everything "from the grid to the GPU."
- The push centres on 800-volt direct current power systems and megawatt-scale electricity setups for racks that keep getting hungrier.
- It is also scaling up liquid cooling, since air can no longer handle the heat these AI racks throw off.
- The pitch: computing, power, and cooling have to be designed as one system, not three separate ones.
- Compal is tying this to Nvidia's accelerated computing platforms, moving it up the value chain from plain server assembly.
Outlook: As AI data centre power demand keeps climbing, Taiwanese makers like Compal stand to earn more per rack by selling the whole package instead of just the box.