Nvidia Explores Data Center Cooling Deal with Mitsubishi as H200 Ships to China
Nvidia is in early cooperation talks with Mitsubishi Heavy Industries focused on cooling and power infrastructure for AI data centers, according to Nikkei Asia. Separately, a US official confirmed that Nvidia H200 chip shipments to China have begun. Nvidia shares fell 3.5% Monday amid broader investor skepticism about whether the company can sustain its growth trajectory.
The Mitsubishi partnership points to a shift in where AI infrastructure spending is going: power and cooling are now supply bottlenecks alongside chips. H200 shipments to China reopen a market that export restrictions had cut off. Neither development has fully registered in the stock price yet, given Monday's 3.5% decline.
Nvidia Q2 earnings, ~late August. Any formal announcement of the Mitsubishi agreement. Next US export control review, likely Q3.
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