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Nvidia’s Vera Rubin Hot-Water Cooling Rattles Data-Center HVAC Stocks

Customer rollouts are expected in the second half of 2026, with analysts divided on whether chiller demand will meaningfully fall.

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Gorilla Technology Posts Record Q3, Shares Rise on Strong 2026 Outlook

Microsoft Fires Up Fairwater AI Superfactory, Linking Sites Into One Virtual Supercomputer

Nvidia Opens Vera Rubin AI Rack Design, Details Kyber Roadmap for 576‑GPU Systems

Super Micro Slides as 10-K Reiterates Material Weaknesses in Financial Controls