Core Viewpoint - The article highlights the collaboration between Supermicro (SMCI.US) and NVIDIA (NVDA.US) in developing advanced liquid cooling AI infrastructure to support the Vera Rubin platform, which is now in full production. This partnership aims to enhance the deployment of next-generation AI data center solutions. Group 1: Supermicro's Developments - Supermicro announced the expansion of its liquid cooling AI infrastructure to accelerate the delivery of customized data center solutions for NVIDIA's Vera Rubin platform [1] - The company introduced a new liquid cooling solution capable of providing precise cooling for large-scale clusters integrating 72 Rubin GPUs per rack [3] - Supermicro's CEO, Charles Liang, emphasized the company's agile building block solutions and expanded manufacturing capabilities in the U.S. to deliver cutting-edge AI platforms faster than competitors [3] Group 2: Market Reactions - Following the CES announcement, data center cooling stocks experienced a significant decline, with Modine Manufacturing (MOD.US) dropping over 13%, Johnson Controls (JCI.US) and Trane Technologies (TT.US) falling over 7%, and Vertiv Holdings (VRT.US) decreasing over 3% [4] - NVIDIA's CEO Jensen Huang mentioned that servers equipped with the new Rubin chips could operate without water cooling, requiring airflow similar to that of racks with Blackwell chips, which may have influenced market sentiment [4]

（图源：英伟达官网） 21世纪经济报道记者倪雨晴 目前，OpenAI的周活跃用户已超7亿。在AI工厂扩张计划中，OpenAI将把英伟达列为首选战略算力与网 络合作伙伴。双方将协同优化路线图，涵盖OpenAI的模型及基础设施软件，以及英伟达的硬件与软 件。 同时，此次合作也是和Stargate（星际之门）的计划相呼应，按照计划，在未来四年内，要投入约5000 亿美元。参与的企业们如今纷纷抛出投资计划，OpenAI、英伟达和甲骨文、软银等星际之门合作伙伴 正在深度合作，打造全球最先进的人工智能基础设施。英伟达与OpenAI将在未来几周内敲定最新战略 合作新阶段的细节。 消息发布后，美股英伟达股价直线拉升，当天英伟达收盘价为183.61美元/股，上涨3.93%，市值达到 4.47万亿美元，盘后微跌0.56%。 当天，黄仁勋在接受媒体采访时表示："这是历史上最大的AI基础设施项目。此次合作旨在构建一个AI 基础设施，使AI能够从实验室走向世界。" 英伟达和OpenAI渊源颇深，2016年，黄仁勋亲自向OpenAI 交付第一台NVIDIA DGX系统。谈及英伟达 的最新产品，OpenAI总裁Greg Brockman表 ...