"To blame? The next generation of Nvidia's computer chips, announced on Monday, which won't require the same type of cooling systems. That's because the new Rubin platform will feature "extreme codesign" that integrates chips, trays, racks, and more, Jensen Huang, the chipmaker's CEO, said during a keynote speech at the Consumer Electronics Show in Las Vegas on Monday."
"'The comments create some questions/concerns about the longer-term positioning of chillers within data centers over time, particularly as liquid cooling becomes more prominent,' Baird analyst Timothy Wojs wrote in a note to clients, as reported. Liquid cooling allows systems to operate at higher temperatures, Wojs added."
"Describing the 100% liquid-cooled system that's now in production as "a breakthrough," Huang's brief remarks in a hourlong-plus presentation managed to rattle investors, as chillers have previously been a crucial component in data centers."
Investors pulled back from makers of data-center cooling systems after Nvidia unveiled the Rubin platform, which integrates chips, trays and racks and emphasizes liquid cooling. Modine Manufacturing shares tumbled as much as 21% intraday and closed about 7.5% lower; Johnson Controls, Trane Technologies and Carrier Global fell up to 6.2%. Nvidia described a 100% liquid-cooled system as "a breakthrough," prompting concern because chillers have historically been central to data-center cooling. Baird analyst Timothy Wojs noted questions about the longer-term positioning of chillers as liquid cooling becomes more prominent and allows systems to run at higher temperatures. Amphenol also saw share pressure amid connector-demand worries.
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