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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