Nvidia(US:NVDA) Jin Rong Jie·2026-01-07 08:28Group 1 - Nvidia's CEO Jensen Huang's statement on next-generation data center chip cooling technology has led to a reassessment of the demand for related cooling equipment, causing significant stock price fluctuations among major cooling system suppliers [1] - During the CES keynote on January 5, Huang revealed that servers using the next-generation Rubin chip could cool without the need for chilled water systems, raising investor concerns about the future demand in the data center cooling industry [1] - Following Huang's comments, stocks of several data center cooling equipment manufacturers saw substantial declines, with Johnson Controls and Trane Technologies dropping nearly 10%, and Modine Manufacturing experiencing an intraday drop of up to 20% [1] Group 2 - In his CES speech, Huang outlined Nvidia's vision for the AI industry's development, predicting that the "physical AI ChatGPT moment" is approaching, marking a significant shift in the computing industry [2] - Huang emphasized that the computing industry is undergoing a "platform reset" every 10 to 15 years, transitioning from the "programming software" era to the "training software" era [2] - Nvidia introduced the new AI platform Rubin, which includes several new chips designed to achieve higher AI computing efficiency at a lower cost [2]