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The CES (Consumer Electronic Show) 2025, the annual biggest tech event, will officially be kicked off tomorrow on January 7, but the market is already reacted with buzzes today on potential presentations!
Tech enthusiasts anticipate Nvidia (NASDAQ:NVDA) to bring its GB300 platform to the presentation and they speculated that the platform would demand a more advanced cooling technology that Super Micro Computer (NASDAQ:SMCI) can offer.
As early leader in liquid cooling tech, Super Micro is said to have the key solution to replace Nvidia's predecessor cooling solutions GB200. Not only for Nvidia's GB300, other next-generation platforms will also require the cooling tech.
Analyst from Lynk Equity mentioned that the cooling tech may also be beneficial for AMD's MI325x cycle and Google's TPU6 ramp that require advanced liquid cooling solutions.
It is interesting to see how the event would give insights and glimpse of prospects that shape tech stocks in the next three days!
This article first appeared on GuruFocus.