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12:30
Feb 05 ◎
David Gitlin CEO, Carrier Global Corporation CARR Q4 FY25 call
NVIDIA's upcoming Vera Rubin chip is mentioned to have the same thermal power and input temperature as the current Blackwell chip, implying Carrier's existing chiller solutions are adequate for upcoming GPU generations. — This reduces the risk of a discontinuity in demand for Carrier's cooling products as NVIDIA shifts to next-generation architectures.
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About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: David Gitlin.