Nvidia and Mitsubishi Heavy Industries are in discussions about a potential partnership focused on enhancing cooling and energy systems for AI data centers. As demand for AI infrastructure surges, the need for advanced cooling solutions has become critical due to the immense heat generated by modern AI chips.
The traditional air conditioning methods fall short in managing this heat, pushing data centers towards setups resembling industrial power plants. Nvidia’s latest Rubin platform, launched in June 2026, utilizes 100% liquid cooling, with coolant temperatures reaching 45 degrees Celsius. This requires direct liquid contact with each chip, highlighting the demand for innovative cooling systems.
Industry Moves
Mitsubishi Heavy showcased high-efficiency cooling solutions at Nvidia’s GTC 2026 conference and emphasized the necessity for integrating industrial-scale energy and cooling systems during his keynote at Data Center World 2026. Furthermore, MHI is set to introduce 10MW-class centrifugal chillers designed specifically for the gigawatt-scale AI infrastructures emerging in North America.
Back in 2023, MHI formed a partnership with ZutaCore to develop direct-on-chip cooling solutions, reinforcing their expertise in two-phase liquid cooling technologies. The recent showcases at GTC 2026 and Data Center World 2026 indicate a growing relationship between Nvidia and MHI.
This collaboration has implications not just for AI, but also for sectors like cryptocurrency. The bottleneck in GPU availability has significantly impacted AI development and cryptocurrency mining economics. With gigawatt-scale data centers on the rise, the demand for electricity in areas like North America is set to increase, influencing energy pricing and regulatory conditions that affect proof-of-work mining operations.
This material is informational and not a financial recommendation.
