Decoding Jensen Huang's '45°C Declaration'—Is the Decline in JCI and Trane a Buying Opportunity? Investment Strategies for Next-Generation Data Center Cooling

In January 2026, at CES in Las Vegas, the "stone" cast by NVIDIA CEO Jensen Huang triggered a tectonic shift in the global data center infrastructure market. During the announcement of the next-generation AI platform "Vera Rubin," the message delivered by Mr. Huang, "Rubin NVL72 supports 45°C warm-water cooling, and chillers are no longer necessary for data centers," went beyond a mere explanation of product specifications, overturning the conventional wisdom of data center air conditioning that had persisted for half a century.