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Auras Technology Secures Nvidia Vera Rubin Liquid Cooling Deal, Shipments to Start in September
Electronic Technology · Electronic Components · economic_daily · 2026-09-01
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Auras Technology chairman Lin Yu-shen announced that the company has joined Nvidia's Vera Rubin liquid cooling supply chain, with shipments expected to begin by late September.
What Happened
Nvidia Partnership Expansion: Auras Technology has officially entered the supply chain for Nvidia's latest Vera Rubin platform, with liquid cooling plate shipments scheduled to commence between late September and early October. This development significantly strengthens the company's role in Nvidia's AI hardware ecosystem beyond its existing GB series contracts.
Strong Financial Outlook: Driven by the new VR platform orders and mass production for major cloud service providers, Auras expects its annual revenue growth to exceed previous forecasts of 70%. The company anticipates that the fourth quarter will mark the peak of its annual performance, with further growth projected for the coming year.
Aggressive Capacity Expansion: To support surging demand for AI cooling solutions, Auras has committed nearly NT$10 billion in capital expenditures through 2026. The second phase of its Thailand facility is set to begin production in September, doubling current capacity, while the third phase is slated to break ground in the fourth quarter.
Diversified Client Base: Beyond Nvidia, Auras is set to begin supplying liquid cooling components for AI data centers operated by Amazon and Meta in the fourth quarter. Management remains highly optimistic about the company's growth trajectory as it continues to secure more AI-related projects.