Nvidia’s CES comments reshape data-center cooling outlook, UBS says (NVDA:NASDAQ)

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Nvidia’s CES comments reshape data-center cooling outlook, UBS says (NVDA:NASDAQ)

By Rob Williams
Publication Date: 2026-01-07 15:17:00

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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 note from UBS.

In a report published Tuesday, UBS analyst Amit Mehrotra

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