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Nvidia's GB300 platform is projected to account for 70-80% of global AI server rack shipments by 2025, following the start of mass production last quarter. As cloud service providers expand their AI infrastructure, shipments of GPU-based systems, including Nvidia's GB300 and AMD's MI400, are expected to increase, driving demand for liquid cooling solutions. Taiwanese manufacturers like Auras Technology and Asia Vital Components are poised to benefit from this trend.