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Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers

What happened

Nvidia has designated AVC, Cooler Master, Jentech, and Delta as its four cold plate suppliers for its Vera Rubin AI server platform, set to launch in H2 2026. This move standardizes liquid cooling and centralizes procurement for the next-generation architecture. 利多: Potential long-term demand shift for the named suppliers, but no immediate trading impact on component prices.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

Liquid Cooling Cold Plates

Asia Vital Components (AVC)Cooler MasterJentechDelta Electronics

supply-chain-designationfuture-demand

Source and time

Source: DigiTimes Asia · 3/18/2026 · View original source

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Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers

What happened

Impact and signal

Affected components and suppliers

Source and time

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