After Nvidia CEO Wong In-hoon made remarks about data center cooling at the CES exhibition, related stocks declined in pre-market trading. Hwang In-hoon said that the server rack equipped with the new Rubin chip will be able to be cooled at a temperature without a water chiller, and the required airflow is basically the same as that of a rack equipped with a Blackwell chip. Related individual stock performance: Johnson Controls fell 3.8%, Modine fell 3.2%, Trane Technology fell 3.3%, Carrier fell 2.3%, and Verdi Technology fell 1.8%. Barclays analyst Julian Mitchell pointed out, “Given Nvidia's dominant position in the entire AI ecosystem, their remarks may seem exaggerated at first glance, but they should not be underestimated.”

After Nvidia CEO Wong In-hoon made remarks about data center cooling at the CES exhibition, related stocks declined in pre-market trading. Hwang In-hoon said that the server rack equipped with the new Rubin chip will be able to be cooled at a temperature without a water chiller, and the required airflow is basically the same as that of a rack equipped with a Blackwell chip. Related individual stock performance: Johnson Controls fell 3.8%, Modine fell 3.2%, Trane Technology fell 3.3%, Carrier fell 2.3%, and Verdi Technology fell 1.8%. Barclays analyst Julian Mitchell pointed out, “Given Nvidia's dominant position in the entire AI ecosystem, their remarks may seem exaggerated at first glance, but they should not be underestimated.”