Japanese ceramics company Maruwa is experiencing a surge in demand for its heat-dissipating products amid the AI boom. With a 200-year history in ceramics, the company has a competitive edge, leading to a doubling of its shares over the past year, as reported by the Financial Times.
The rise of AI technology has led to an increase in data center construction, which is expected to consume 35 gigawatts of power annually by 2030, double the amount in 2022. One gigawatt of energy can power 750,000 homes, according to CNET, with about 40% of data center energy dedicated to cooling servers, according to estimates from McKinsey.
Maruwa specializes in ceramics for circuit boards and semiconductors, with its strength lying in materials that dissipate heat by moving it from high-temperature sources to their surrounding environments. The demand for heat dissipation is rapidly increasing due to high-speed communication in data centers, positioning Maruwa with a strong competitive advantage in this area.
With a history dating back to the early 19th century, Maruwa began by manufacturing dishes for Japanese cuisine before transitioning to electronics components in the 1960s. Analysts point to the company’s accumulated knowledge and technology over more than 200 years as a core factor in its competitiveness, making it a key player in the growing data center industry driven by technological advancements like generative AI.
Microsoft has recently unveiled a new line of computers that are equipped with their own…
Tucker Perkins, the president and CEO of PERC, is excited to announce the appointment of…
Karina Vazquez’s Touch & Glow Relaxation Lounge is a luxurious oasis for guests seeking relaxation.…
Voodoo Brewing Co. is disrupting the traditional brewery industry with its unique approach to brewing,…
The International Criminal Court's Chief Prosecutor, Karim Khan, has requested arrest warrants for Israeli Prime…
On Tuesday at 9 a.m., tune in to MPR News for a special segment on…