Nvidia(US:NVDA) Jin Rong Jie·2026-02-12 04:38Group 1: Company Performance - VIT Technology reported better-than-expected results for Q4 FY2025, leading to a 24% surge in stock price, reaching a new historical high [1] - NVIDIA's CFO indicated that data center chip revenue is expected to exceed the previous forecast of $500 billion by the end of 2026, driven by the demand for liquid cooling solutions [2] Group 2: Industry Trends - The liquid cooling server market in China is projected to reach $2.37 billion in 2024 and exceed $16.2 billion by 2029, driven by increased capital expenditure from global cloud providers [2] - The demand for liquid cooling technology is expected to rise due to the limitations of traditional air cooling in meeting the thermal management needs of high-density data centers [2] Group 3: Company Collaborations and Developments - Xingrui Technology is collaborating with Green Cloud Map to expand its liquid cooling business, focusing on product processing and joint R&D in cutting-edge liquid cooling technologies [3] - Huaguang New Materials reported a doubling of revenue from AI liquid cooling business in 2025, with its welding materials for liquid cooling plates reaching international advanced levels [3] - Awei Technology is making significant progress in the development of precision components related to liquid cooling servers [4]