Guolian Minsheng Electronics published a note highlighting OCP 2026 updates including the Vera Rubin Ultra CPO NVL576, new ZQD quick connector standards, and rising liquid cooling content value. The broker also noted full mass production of Vera Rubin and increasing liquid cooling demand from LPU and CPU.
The broker recommends focusing on the liquid cooling sector, citing technological upgrades and robust demand from AI infrastructure.
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