RBC Capital analyst Deane Dray does not see original equipment electrical manufacturers like Vertiv (VRT) and nVent Electric (NVT) being disintermediated after Amazon Web Services (AMZN) published a blog post announcing its new custom artificial intelliotence liquid cooled servers for Nvidia (NVDA) Blackwell graphic processing units. Further, this is not “new news” as AWS posted on June 11 that it was close to launching this custom system, the analyst tells investors in a research note. RBC finds it common now for hyperscale players to develop their own next-gen liquid cooling systems. It says electrical manufacturers likenVent provide critical development and test support to hyperscalers for custom systems. RBC says any “panic selling” on this news is overdone.
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