CITIC Securities reports Huawei used its Sept. 17-18 FullConnect conference to
roll out next-generation AIDC energy and thermal-management products — Taishan
UPS, Hengshan centralized DC UPS, highest-density Power Module 5.0, Smart
Lithium 5.0 and an AI liquid-cooling system. Huawei outlined an AIDC
reconfiguration around Watt, Heat, Bit and a “3+1” construction model and a MIMO
architecture to enable multi-source input, multi-standard output and multi-tier
storage coordination. CITIC says as AIDC scales to the 100MW–GW level and
per-rack power rises, traditional data-center power and cooling architectures
are being restructured: energy storage is shifting from pure backup toward load
smoothing, grid-friendly operation and energy balancing, and liquid cooling is
evolving into intelligent thermal-management systems. Storage and liquid cooling
are likely to be material incremental segments of AIDC infrastructure.
