Nvidia's shares remain pressured because neoclouds have yet to show demand revenue can cover debt service even at higher rates. CoreWeave and Nebius are dragging the shares, though that concern is being priced in and digested. Reuters reports ByteDance, Alibaba and Tencent ordered $35B in Nvidia chips; Elon Musk says SpaceX is on track to bring roughly 200,000 GB300 GPUs online per month through end-2026. Nvidia made a higher low, and the next higher-high target is $256. x.com  x.com  x.com  x.com 

NVIDIA's liquid-cooling work with Vertiv can deliver more compute from a fixed power budget. Liquid cooling yields roughly 22% more compute and more tokens from the same power on average, a benefit modeled in an April report. NVIDIA's scale, balance sheet and command of its supply chain make it the economic winner of the AI compute cycle, with Broadcom a close-ish second. x.com  x.com 

Nvidia's fanless Vera Rubin racks, due in mass production in H2 2026, will push liquid cooling beyond GPUs to CPUs, memory, network cards and switches. That grows the market from a small cooling layer into full rack-level thermal architecture, lifting demand for cold plates, manifolds, CDUs, pumps, sensors and integration. The winners control the stack from chip to data center: Auras, Asia Vital Components, Delta Electronics, Vertiv, Modine, nVent, Schneider Electric, Legrand and Ecolab. x.com 

Nvidia's capacity commitments argue against AI orders drying up soon. Its filings show mostly memory and manufacturing commitments rising from $119 billion to $279 billion in one quarter, with about $175 billion covering 2027-28. Fewer new data-center projects could reflect power, land and building bottlenecks rather than weaker demand; a mid-teens multiple still reflects a fair worry that profits may not last. x.com 

Vertiv benefits from every AI data-center buildout because rising rack power makes power management, UPS, distribution and liquid cooling, its core businesses, ever more critical. Wall Street keeps raising estimates, with a consensus target near $375 and revenue seen rising from about $10.8B to over $21B by 2028. NVIDIA's shift to 800V DC power, which Vertiv already supports, and rising liquid cooling add growth. A months-long wedge could break out on Aug 5 earnings if orders and guidance beat. … Show more

Modine Manufacturing is a pure play on data-center thermal management, and its November 18 investor day could send it higher if it confidently sets big 2028-29 targets. It already cites two hyperscalers and one neocloud as customers, and which hyperscalers they are does not matter. Its valuation, which had grown stretched along with Vertiv's, now looks more intriguing than ever. x.com 

Nvidia's Q2 shows AI infrastructure demand still accelerating, making it a company you simply have to own if the AI revolution is as big as believed. Revenue reached $96.2B, up 106% y/y and 18% q/q, with data center revenue at $89.0B, up 117%, and gross margin steady at 75%. Q3 guidance of $108B assumes zero China data-center compute revenue, which may change. Vera Rubin is in full production. The after-hours dip is irrelevant next to these figures. x.com  x.com 

Nvidia's beat and raise supports continued growth despite supply constraints. Q2 EPS was $2.22 versus $2.08 expected on revenue of $96.2B versus $91.9B, and Q3 guidance of $108B tops the $105.16B estimate while assuming no China data-center compute revenue. Nvidia says it can grow 70% in FY2028 even with supply constraints, and AWS and Nvidia plan to deploy 2 million more GPUs in 2027-2028. Higher memory prices will compress gross margin, guided to 74%, next quarter. x.com  x.com  x.com  x.com  … Show more

Liquid cooling is the must-have upgrade for AI data centers, making Vertiv, Eaton, Trane and Modine the next big AI infrastructure winners. It unlocks racks above 100kW, cuts energy use and keeps hyperscalers ahead of the heat. Vertiv and Modine span direct-to-chip cold plates and immersion cooling, Vertiv, Eaton and Trane supply coolant distribution units, Trane and Vertiv build facility chillers and heat rejection, and Vertiv and Eaton offer integrated thermal management. x.com 

Vera Rubin's 10x throughput relieves the constraint that has gated 2025-26 hyperscaler capex, changing the capex math for Nvidia, Tower Semiconductor and chipmakers broadly. The backlog it clears, not the product itself, is the play. A post the author replies to says Vera Rubin is in full production, with a supply chain twice the size of Grace Blackwell's and adoption by Dell, HPE, Microsoft Azure, Oracle, CoreWeave and Lambda. x.com