Diamond Giant Devalues as Lab-Grown Diamonds Find New Life Cooling Nvidia GPUs

创业邦 · wechat · 2026-08-08

Natural diamond giants like De Beers have seen massive valuation drops due to the explosion of lab-grown diamond capacity. Meanwhile, the lab-grown diamond industry in Zhecheng, China is seizing a new opportunity: as AI server power consumption surges, tech giants like Nvidia and AMD are adopting diamonds as thermal dissipation materials for GPUs. Manufacturers are pivoting their downstream applications from jewelry to AI infrastructure, unlocking a fresh growth curve.

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