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Core Insights - Nvidia's CEO Jensen Huang announced the full-scale production of the new AI computing platform, Vera Rubin, at the 2026 International Consumer Electronics Show, featuring a fully liquid-cooled architecture and a cable-free design [1] Group 1: Technology and Market Trends - The breakthrough in liquid cooling technology sets a new standard for cooling efficiency in AI computing platforms and marks a significant milestone for the large-scale adoption of liquid cooling technology [2] - The liquid cooling market is experiencing rapid growth, driven by the expansion of downstream industries such as computing power, energy storage, and electric vehicles, indicating a vast future development space [2] - The demand for liquid cooling solutions is expected to increase as data center construction grows due to the frequent release of AI large models, with global cloud providers ramping up capital expenditures [2] Group 2: Market Projections - The liquid cooling market for Nvidia GPUs is projected to reach $11.9 billion by 2026, with the ASIC liquid cooling market expected to hit $4.6 billion, leading to an overall data center liquid cooling market size of $16.5 billion, with a compound annual growth rate of approximately 59% from 2025 to 2026 [2] Group 3: Stock Performance and Investment Opportunities - Several listed companies in the A-share market have entered the liquid cooling supply chain, with an average increase of 79.73% in liquid cooling concept stocks since 2025, significantly outperforming the Shanghai Composite Index [3] - Among 19 liquid cooling concept stocks predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, five have a rolling P/E ratio below 40, indicating potential investment opportunities [3] - Companies like Zhongke Shuguang, which leads the market in liquid cooling share, are expected to transition from hardware sales to computing power operations, opening new profit avenues [4]