---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/38975193.md"
description: "$Vertiv(VRT.US) JP Morgan: Nvidia's potential launch of LPU/LPX inference servers will adopt liquid cooling design, creating new market opportunities for liquid cooling component suppliers. Each LPU/LPX server is expected to contain 256 LPU chips, distributed across 32 trays. Each tray contains 8 cold plates (one per LPU chip) and 24+2 quick connectors. Each server requires a total of 256 cold plates and over 800 quick connectors. The average selling price of cold plates is expected to exceed $300. The average selling price of quick connectors is expected to exceed $20. These are incremental markets, independent of the existing GB/VR server cooling component market.Liquid cooling is still those targets, just do it, A-shares: Envicool, Shenling, etc. If interested, you can research with AI yourself. I currently have a larger position in Envicool."
datetime: "2026-03-02T02:07:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38975193.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38975193.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38975193.md)
author: "[佩宁渊瑾财商成长系](https://longbridge.com/zh-HK/profiles/17154496.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/38975193.md) | [简体中文](https://longbridge.com/zh-CN/topics/38975193.md)


# $Vertiv(VRT.US) JP Morgan: Nvidia's potential laun…


### 相關股票

- [Envicool (002837.CN)](https://longbridge.com/zh-HK/quote/002837.CN.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [Vertiv (VRT.US)](https://longbridge.com/zh-HK/quote/VRT.US.md)

## 評論 (3)

- **历史会重演 · 2026-03-05T14:53:51.000Z**: What's your cost basis for Envic?
- **啊？哥你这是八位数啊 · 2026-03-02T06:18:47.000Z**: Liquid cooling storage has been on a straight-line rally for half a year.
  - **佩宁渊瑾财商成长系** (2026-03-02T06:44:46.000Z): When luck comes, heaven and earth are in harmony 🤣 Some main themes for this cycle 🧵