this year, AIDC has become a hot spot in the market for energy storage enterprises and an important engine for performance growth. However, most enterprises still lack experience in scenario landing.
At this time, a leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and thermal management technology.
PART 01
thermal management has become an important topic
of AIDC power supply reform. The construction of green data centers in China has been accelerated, the energy efficiency requirements of data centers have been continuously improved, and the Special Action Plan for Green and Low Carbon Development of Data Centers has been clearly defined. The power utilization efficiency of the national hub node data center project should not be higher than 1. Among them, energy efficiency and thermal management are the two most influential links.
Today, the AIDC power supply architecture is undergoing a full iteration. From HVDC power supply to solid-state transformers and circuit breakers discussed in Nvidia's white paper, the underlying driving forces of a series of product changes have put forward higher requirements for thermal management. Super Fusion points out that in addition to the frequent power fluctuations caused by the increase of cabinet power density and AI training reasoning, AIDC power supply and refrigeration are under pressure at the same time. This is also the invisible challenge brought by AIDC.
Nowadays, the upgrade of computing power promotes the continuous increase of server power density. Under the operation of high power and large current, the heat increases exponentially according to P heat ≈ I ² R, which makes the traditional power supply mode face the pressure of increasing conductor consumption and heat dissipation demand. From this point of view, heat loss has become the bottleneck of power efficiency, and traditional thermal management methods have been unsustainable.
Whether it is energy storage PCS, solid-state transformer SST, or solid-state circuit breaker, even if the mechanical solution turns to power electronics technology, poor thermal management will still accelerate the aging of components, affect the service life and economy, and even directly lead to data center equipment downtime, resulting in huge economic losses.
As a key part of AIDC power supply system, energy storage can not be alone. Under the trend of large-capacity battery core, the risk of thermal runaway is soaring; while high-performance PCS, such as grid-type PCS, which is mainly promoted in the industry, relies more on power electronic components, once the heat dissipation is poor, it will seriously drag down the system conversion efficiency and shorten the service life of equipment; in addition, the insufficient heat dissipation of energy storage connectors may also lead to arc failure, which will increase the system-level electrical safety risk.
It is noteworthy that when the energy storage industry regards liquid cooling as a "new" technology solution, it is not known that it has long been a routine operation in the field of data centers. Hyperfusion is a leader in the field of computing power and liquid cooling.
According to IDC statistics, from 2022 to 2025, Super Fusion has achieved a double improvement in revenue scale and market position. At present, domestic server shipments rank second, domestic server sales rank first in the Chinese market, and the market share of standard liquid-cooled servers has ranked first in China for four consecutive years. Its whole cabinet liquid-cooled server has achieved as low as 1.
Mature and leading thermal management technology, as well as the world's top data center customer service experience, which constitutes a natural springboard for super fusion to cut into AIDC energy storage. Hyperfusion's March into energy storage at this time is undoubtedly a blow to dimensionality reduction.
Recently, Super Fusion made its debut at the 2026 International Digital Energy Exhibition, fully demonstrating its "digital technology tree": the three major technology bases of power electronics, thermal management and AI have taken root downward, and the four major application scenarios have expanded upward with flourishing achievements. Especially important, while AI applications are still being explored in various fields, Super Fusion has integrated AI into energy equipment research and development and terminal applications, and its main business extends from computing power to smart energy, taking thermal management as a bridge to explore the synergy between computing power and energy.
In the first half of this year, many corporate financial reports disclosed that AIDC had become a major breakthrough in performance growth. But another kind of enterprise is obviously lack of confidence-the industry knows that AIDC load characteristics are obviously different from traditional industrial and commercial and source network side stations, so the technical requirements for energy storage are quite different. The load
of AIDC often shows high frequency, impact and high power fluctuation, which can not be dealt with by a simple peak-valley arbitrage energy storage scheme. Moreover, even though energy storage is regarded as an important part of power computing synergy and green power direct connection, its application logic is also different from the traditional source side energy storage.
And the reality is in front of us, there are few real AIDC projects in China, most enterprises lack verification scenarios, and there is little practical experience to support the AIDC energy storage scheme on the market. In the
new scenario, adaptability becomes Super Fusion proposes to define AIDC energy storage requirements with TOKEN as the unit of measurement, and adopt a layered hybrid architecture to build a complete AIDC energy storage solution. Behind this scheme is a concentrated reflection of the advantages of super-fusion multi-dimensional technology. First of all, thermal management is the key to solve the safety and economy of energy storage, and it is also the underlying advantage of super fusion. Enterprises have built a comprehensive closed-loop thermal management scheme. In the design of the overall energy storage system architecture, the heat production can be reduced from the source by adopting the low internal resistance battery core and reducing the connection; Secondly, in the design of liquid cooling scheme, referring to the scheme of direct contact between CPU and liquid cooling tube in data center, super fusion makes the core fit closely with liquid cooling plate, and improves the cooling efficiency of liquid cooling tube, so as to control the temperature rise of the core at 2. At the level of energy storage system, super fusion uses air-liquid mixed cooling technology, combined with AI. So that an air cool or liquid cooling scheme is intelligently optimize, that energy consumption is further reduced, and the https://www.databm. of the system is improved " In HyperFusion's view, Extreme Thermal Management is about converting instantaneous high-rate capability into sustainably delivered system power. Under the guidance of this goal, the mature AI technology and data service experience are applied to the energy storage system and AIDC park level, and the precise power scheduling of cabinet level, chip level and TOKen level has been realized. This is the second advantage of hyperfusion. At the equipment side of the energy storage system, AI can assist EMS intelligent scheduling, accurately control the operation strategy, and timely participate in different power markets to improve the rate of return. At the same time, AI can also optimize the operation mode of power supply and distribution and cooling to achieve the optimal system operation efficiency. Finally, at the level of overall energy consumption strategy of AIDC park, AI can realize electricity price prediction, especially in combination with computing power load demand, integrate electricity price with green electricity curve, and make independent decisions on electricity trading, so as to obtain cheaper energy. In addition, relying on mature data center service experience and power electronics technology, Super Fusion has also created SST products with lower energy consumption and higher efficiency, and can develop adaptation solutions in combination with scenarios. For example, in the AIDC scenario, SST cooperates with equipment such as energy storage system to form a complete AIDC power supply scheme, which helps to accelerate the landing of power computing. In addition, in the electric vehicle charging and energy supplement network, SST can also be combined with optical storage to help high-power charging and switching stations break through the bottleneck of power supply transformation. Finally, facing the future, the scheduling of integrated computing power network will further explore the application of AI technology to explore task migration and scheduling optimization on the premise of meeting the requirements of business delay, data security and service, which is also one of the directions of current exploration and service of super fusion. Nowadays, the era of intelligent computing is accelerating, and the industry is in urgent need of both technology leaders and innovators. Super Fusion takes power electronics, thermal management and AI as its technical base to explore the synergistic application of computing power and energy. Whether the relevant technologies can be transformed into stable and sustainable system capabilities will be tested in scenario verification and project delivery.
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