Ge Long Hui A P P·2026-01-06 15:33Core Viewpoint - Concerns over the demand for data center cooling products have been raised following comments from NVIDIA's CEO, leading to significant stock declines for cooling system manufacturers [1] Group 1: Stock Performance - Johnson Controls, a manufacturer of water cooling equipment, saw its stock drop by 11%, marking the largest intraday decline since 2022 [1] - Modine experienced a stock decrease of 21% [1] - Other companies such as Carrier Global and Trane Technologies also faced declines in their stock prices [1] Group 2: Industry Impact - NVIDIA's CEO Jensen Huang suggested that cooling for racks equipped with the next-generation Rubin chip could be achieved without traditional chiller units [1] - Barclays analyst Julian Mitchell emphasized the importance of NVIDIA's statements due to the company's central role in the AI ecosystem, indicating that their comments should not be underestimated [1]