智通财经网·2026-01-06 15:20Core Viewpoint - Data center cooling stocks experienced a significant decline, with major companies like Modin Manufacturing, Johnson Controls, Trane Technologies, and Vertiv Technologies facing substantial drops in their stock prices following comments made by Jensen Huang at the CES event regarding new cooling technologies [1] Group 1: Stock Performance - Modin Manufacturing (MOD.US) saw a drop of over 13% [1] - Johnson Controls (JCI.US) and Trane Technologies (TT.US) both fell by more than 7% [1] - Vertiv Technologies (VRT.US) experienced a decline of over 3% [1] Group 2: Technological Developments - Jensen Huang announced that servers equipped with the new Rubin chip will be able to operate without water cooling, requiring airflow comparable to that of racks using the Blackwell chip [1]