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ZJK Industrial stock soars on NVIDIA pact progress By Investing.com
On Tuesday, ZJK Industrial Co., Ltd. (NASDAQ: ZJK), a manufacturer of precision metal parts for new energy vehicles and smart electronic devices, announced a significant development in its partnership with NVIDIA Corporation (NASDAQ:NVDA), a leader in accelerated computing. This update follows a productive meeting at NVIDIA's Santa Clara headquarters, where ZJK Industrial was tasked with producing samples for an upcoming NVIDIA liquid cooling manifold project. The collaboration with NVIDIA has positioned ZJK Industrial as a key vendor for NVIDIA's liquid cooling systems, essential for the next generation of AI servers. In response, ZJK has dedicated a team of engineers and technical support specialists to focus on meeting NVIDIA's requirements for these systems. This specialized team is poised to uphold ZJK's reputation for rapid and high-quality production. The company's innovative solutions for AI computing and the strengthened relationship with NVIDIA signify a strategic pivot in ZJK Industrial's growth plan. By branching into sub-assembly and assembly manufacturing, ZJK aims to boost its technical prowess and set itself apart from the competition with a broader range of products. Ning Ding, CEO of ZJK Industrial, expressed optimism about the collaboration's potential. "The meeting at NVIDIA's headquarters was encouraging for several reasons," Ding stated. "Not only did NVIDIA's team praise ZJK for our efforts on the existing collaboration, but it also resulted in a new request for liquid cooling manifold components." The CEO highlighted the partnership's role in showcasing ZJK's extensive capabilities, robust R&D teams, and engineering excellence. Ding emphasized the company's ambition to maintain its status as a preferred supplier for NVIDIA and its commitment to the success of the joint venture. The collaboration with NVIDIA is seen as a critical step in ZJK's mission to remain a leader in the AI cooling systems sector.
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ZJK Industrial Surges After Nvidia AI Server Deal - NVIDIA (NASDAQ:NVDA), ZJK Industrial (NASDAQ:ZJK)
ZJK assembled a specialized team to focus exclusively on Nvidia's liquid cooling systems. ZJK Industrial Co ZJK stock surged Tuesday after it announced significant progress in its collaboration with Nvidia Corp NVDA. Following a recent meeting with Nvidia, the chip designer requested ZJK Industrial to produce samples for one of Nvidia's upcoming liquid cooling manifold projects. As a result, ZJK Industrial has assembled a specialized team of engineers and technical support specialists to focus exclusively on Nvidia's liquid cooling systems. Also Read: Taiwan Semi Supplier ASML Reiterates Outlook As Biden's Latest Semiconductor Embargo On China Kicks In Through its expansion into sub-assembly and assembly manufacturing, ZJK expects to enhance its technical capabilities and distinguish itself from competitors by diversifying its product offerings. Recent reports indicated that the resolution of cooling bottlenecks for Nvidia Blackwell GPUs prompted the commercialization of liquid-cooled server racks by the first quarter of 2025. Cooler Master, AVC, Auras, and Delta emerged as key suppliers for Nvidia's cooling components as the resolution of the issue contributed to a shift toward liquid cooling in data centers. Prior reports indicated Super Micro Computer, Inc's SMCI launch of liquid-cooled AI data centers powered by the Nvidia GB200 NVL72 platform. The AI server company Supermicro also announced commercialization plans for its X14 and H14 liquid-cooled and 10U air-cooled systems, which support the Nvidia HGX B200 8-GPU system. Price Action: ZJK stock is up 94.4% at $12.33 at last check Tuesday. Also Read: This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech Photo: Gorodenkoff/Shutterstock.com Market News and Data brought to you by Benzinga APIs
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ZJK Industrial's stock surges following a productive meeting with NVIDIA, leading to a request for liquid cooling manifold samples for AI servers. The collaboration positions ZJK as a key vendor for NVIDIA's next-generation AI cooling systems.
ZJK Industrial Co., Ltd. (NASDAQ: ZJK), a manufacturer of precision metal parts, has announced significant progress in its collaboration with NVIDIA Corporation (NASDAQ: NVDA), leading to a substantial surge in ZJK's stock price. The development comes after a productive meeting at NVIDIA's Santa Clara headquarters, where ZJK Industrial was tasked with producing samples for an upcoming NVIDIA liquid cooling manifold project 1.
The partnership positions ZJK Industrial as a key vendor for NVIDIA's liquid cooling systems, which are crucial for the next generation of AI servers. In response to this opportunity, ZJK has assembled a specialized team of engineers and technical support specialists to focus exclusively on meeting NVIDIA's requirements for these advanced cooling systems 2.
The market reacted positively to this news, with ZJK's stock surging by 94.4% to $12.33 following the announcement 2. This dramatic increase reflects investor confidence in the potential of this collaboration and its implications for ZJK's future in the AI cooling systems sector.
This partnership represents a strategic pivot in ZJK Industrial's growth plan. By expanding into sub-assembly and assembly manufacturing, the company aims to enhance its technical capabilities and differentiate itself from competitors. Ning Ding, CEO of ZJK Industrial, expressed optimism about the collaboration's potential, stating, "The meeting at NVIDIA's headquarters was encouraging for several reasons. Not only did NVIDIA's team praise ZJK for our efforts on the existing collaboration, but it also resulted in a new request for liquid cooling manifold components" 1.
The collaboration between ZJK Industrial and NVIDIA is part of a larger trend in the AI hardware industry. Recent reports indicate that the resolution of cooling bottlenecks for NVIDIA Blackwell GPUs has prompted the commercialization of liquid-cooled server racks, expected by the first quarter of 2025. Companies like Cooler Master, AVC, Auras, and Delta have emerged as key suppliers for NVIDIA's cooling components, signaling a shift toward liquid cooling in data centers 2.
This trend is further evidenced by other industry developments, such as Super Micro Computer, Inc.'s launch of liquid-cooled AI data centers powered by the NVIDIA GB200 NVL72 platform. Supermicro has also announced plans to commercialize its X14 and H14 liquid-cooled and 10U air-cooled systems, which support the NVIDIA HGX B200 8-GPU system 2.
The strengthened relationship between ZJK Industrial and NVIDIA, coupled with the broader industry shift towards advanced cooling solutions for AI hardware, positions ZJK for potential growth in the AI cooling systems sector. As data centers increasingly adopt liquid cooling technologies to manage the heat generated by powerful AI processors, companies like ZJK that can provide innovative and efficient cooling solutions are likely to see increased demand for their products and expertise.
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