Xin Lang Cai Jing·2026-01-07 02:19Core Viewpoint - The stock prices of cooling system manufacturers plummeted on January 6, following comments from NVIDIA's CEO that raised concerns about the demand for data center cooling products [1] Group 1: Stock Price Movements - Johnson Controls' stock fell by 11%, marking its largest intraday drop since 2022 [1] - Modine Manufacturing's stock dropped by 21%, while Carrier Global and Trane Technologies also experienced declines [1] Group 2: Technological Concerns - NVIDIA's CEO Jensen Huang stated that servers equipped with the new Rubin chip could utilize water temperature for cooling without the need for water-cooled systems [1] - Analyst Timothy Woess noted that these comments raised questions about the long-term positioning of water-cooled units in data centers, especially with the increasing prevalence of liquid cooling technology [1] Group 3: Market Trends - Last year, investors flocked to companies producing equipment to prevent overheating of AI chip racks, leading to a 52% surge in Johnson Controls' stock and a 43% increase in Vertiv Holdings Co.'s stock [1] - Barclays analyst Julian Mitchell emphasized the significance of NVIDIA's comments, given the company's dominant position in the AI ecosystem [1]