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Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

What happened

Auras Technology reported record Q1 2026 revenue of NT$49.038 billion, up 110% YoY, and dismissed market rumors regarding a design tweak on Nvidia's Vera Rubin cooling system. The company expects continued quarter-over-quarter growth in 2026.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Server Cooling Modules

Auras TechnologyNvidia

earningsgrowthnvidiacoolingrubin

Source and time

Source: DigiTimes Asia · 5/14/2026 · View original source

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Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

What happened

Impact and signal

Affected components and suppliers

Source and time

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