Nvidia's CES comments reshape data-center cooling outlook, UBS says

Comments from Nvidia (NVDA) at CES about next-generation chip cooling are prompting investors to reassess which companies stand to gain, or lose, as data-center infrastructure evolves, according to a ...
Morningstar

Munters wins 840 MSEK data center chiller order

STOCKHOLM, Dec. 11, 2025 /PRNewswire/ -- Munters business area Data Center Technologies (DCT) has received an order for chillers with a value of appr. 840 MSEK. The order is from a new colocation data ...

AI boom warning sign? Nvidia's new chips hit data center cooling stocks

The chips could make some cooling systems “not necessary” for data centers, Nvidia's CEO said. That could hurt demand for a ...
Seeking Alpha

Tecogen advances data center strategy with rapid expansion of chiller solutions and strengthened Vertiv partnership

CEO Abinand Rangesh highlighted significant progress in Tecogen’s data center strategy, stating, "In the last 3 months, we have seen significant forward momentum on our data center strategy. A year ...