Overview
- CEO Jensen Huang said Vera Rubin GPUs run on roughly 45°C water with no water chillers necessary for data centers.
- Johnson Controls fell about 7.5% and Trane dropped roughly 5.3%, with Carrier lower and Modine down more than 7% after the remarks.
- Nvidia said the next‑generation platform is in full production with customer availability targeted for the second half of 2026.
- Barclays and Baird flagged potential longer‑term risk to chiller demand, while Citi argued the sell‑off looks overdone because Rubin still requires liquid cooling.
- Analysts highlighted nVent and Vertiv as potential beneficiaries given positions in liquid cooling and precision power and cooling equipment.