Jan. 6 at 8:58 PM
Chiller stocks
$JCI,
$MOD take major hits on the Vera Rubin announcement and the idea that it requires less cooling and can run on “warm water loops”.
The Rubin announcement is without a doubt bullish
$SMCI, especially given Jensen’s remarks on intense demand.
SMCI is ready with racks and production to meet these demands and they posses the cooling capacity needed for Rubin without excess thermal chillers.
SMCI already played the “margin war” to gain scale and as a result stands to gain the most here…
https://seekingalpha.com/news/4537054-modine-manufacturing-tumbles-as-nvidia-rubin-chip-could-reduce-data-center-cooling-needs