Outlook景气度Steps 1 and 5第 1、5 步
Money is still accelerating; margins are not keeping up.资金仍在加速，利润率没有跟上。
AIDC Thermal Observatory one question, five ways inAIDC 热管理观测站 一个问题，五个入口
How does AI computing growth change the demand, technology and products of data-centre thermal management, and where, when and by whom is it delivered?AI 算力增长怎样改变数据中心热管理的需求、技术和产品，并在哪里、什么时候、由谁兑现？
Frontier technology前沿技术Step 2第 2 步
Liquid takes more heat off each chip. Warmer facility water turns compressors into trim.液体从每颗芯片带走更多热量。设施水变暖，让压缩机变成补冷。
Products产品Step 3第 3 步
Over the next three years, warm facility water reorganises the AI plant. Dry coolers take the base load and chillers become trim.未来三年，温水重组 AI 冷站。干冷器承担基载，冷机变成补冷。
Countries国家地区Step 4第 4 步
Power is the biggest constraint in nine of the ten regions. In mainland China, it is where and how efficiently you may build. Six regions set a PUE requirement or target of 1.2–1.4.十个地区中有九个的最大约束是电力。中国大陆则是建在哪里、按多高能效建。六个地区设有 1.2–1.4 的 PUE 要求或目标。
Monthly report月报
The DC Monthly Report: what changed this month in data-centre infrastructure and thermal management.DC 月报：本月数据中心基础设施和热管理的变化。
StudioStudio
Training and design tools: learn thermal systems, explore concept designs and estimate pPUE and tokens per watt with the built-in calculator (desktop).培训与方案工具：学习热管理系统，探索概念方案，并用内置的 pPUE 计算器估算能效和每瓦 token（桌面端）。
Selected writing精选文章
Warmer Water Rewrites the Plant: What the CDU and Chiller Data Say更高的水温改写冷站：CDU 和冷水机组的数据说了什么
An HVAC engineer reads CDU and chiller specifications at their rating points: warm water squeezes the CDU, rewards the chiller, and pushes the plant toward dry coolers with chillers as trim.一位暖通工程师按额定工况读 CDU 和冷水机组的样本：暖水挤压 CDU、奖励冷水机组，并把冷站推向以干冷器为主、冷机补冷。
Industry insight行业洞察Where Does Air Cooling End? An HVAC Engineer's Reading of the AI Rack风冷的终点在哪里？一个暖通工程师看 AI 机柜
An HVAC engineer reads public NVIDIA, Lenovo and ASHRAE data to ask where air cooling ends for AI racks — and finds the bigger change in the central plant.一位暖通工程师用 NVIDIA、Lenovo 和 ASHRAE 的公开资料，讨论 AI 机柜风冷的终点，以及冷站正在发生的更大变化。
Industry insight行业洞察Why I Built This Website: An HVAC Engineer's Experiment with AI Agents为什么我建了这个网站：一个暖通工程师的 AI 协作实验
Willow Lei on building this website, tracking AIDC industry intelligence and collaborating with AI agents on thermal system demonstrations.Willow Lei 分享建站的缘起，以及与 AI Agent 协作开展 AIDC 行业研究和热管理系统演示的实践。
Informal essay随笔About关于
I’m Willow Lei. I have over 15 years of experience in HVAC. Here I share industry knowledge and explore product technology directions through research and system demonstrations.我是 Willow Lei，拥有 15 年以上 HVAC 行业经验。在这里，我通过研究与系统演示，分享行业知识，探讨产品技术路线。
Also here: the 另见：value-chain map产业链地图 and the ，以及 product charts of 2026-10-07 (historical edition)2026-10-07 产品图表（历史版本）.。
Contact联系
Contact details to be added.公开联系方式待补充。