Nvidia Q2 Preview: Blackwell And Liquid Cooling Could Form Killer Combination

Summary:

  • Nvidia’s key partner, Super Micro Computer, recently reported the delivery of direct liquid cooling (DLC) systems for NVDA chips.
  • NVDA’s Blackwell AI chips, when combined with DLC, could fundamentally shift the cost structure for AI developers and end users.
  • I expect to see this catalyst reflected in NVDA’s upcoming Q2 earnings report.
  • The potential energy saving and performance boost are so significant and thus will materially widen NVDA’s long-term competitive moat in my view.

Moscow, Russia - April 7, 2019: NVIDIA video chip on the motherboard

Antonio Bordunovi

NVDA stock Q2: Potential impacts from direct liquid cooling

I last wrote on Nvidia Corporation (NASDAQ:NVDA) earlier this month (on August 1, 2024 to be exact). That article was titled “Nvidia: Inventory And LLM Demand Point To


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