Shares of U.S. heating, ventilation and air conditioning-related companies dropped on Tuesday after Nvidia CEO Jensen Huang ...

When Nvidia’s CEO said the company’s latest AI system could be cooled with hot water and no chillers, investors reacted ...

The Nvidia-fueled AI chip boom has been one of the cleanest market stories of the past two years, but the latest selloff in ...

In early January 2026, Trane Technologies announced it would host a conference call on January 29, 2026, to discuss its ...

Johnson Controls International Plc, which makes water-cooled chillers and similar systems, slid 6.2% in its worst day since July. Trane Technologies Plc fell 2.5%. It’s possible to cool racks with ...

US heating, ventilation, and air conditioning (HVAC) companies saw a stock sell-off on Tuesday following news that Nvidia’s Vera Rubin chips can be cooled with water at 45°C (113°F), "with no chillers ...

But on Tuesday, Nvidia CEO Jensen Huang poured cold water on the idea that the AI boom was also creating an HVAC boom. Huang ...

The thermal management of high-density computing environments represents one of the most consequential engineering challenges ...

The selloff extended to other major HVAC players, with Trane Technologies (NYSE:TT) dropping 8% and Carrier Global (NYSE:CARR) declining 5% as investors assessed the implications of Nvidia CEO Jensen ...

Despite signs of improvement heading into 2026, conditions remain fragile. Affordability pressures, tight lending standards, ...

Investors are shifting focus from chip makers like Nvidia to infrastructure 'pick-and-shovel' companies supplying power, ...