StatementDog | AI & Tech Supply Chains(@statementdog):Cooling supplier AVC began seeing a small revenue contribution from Vera Rubin in September, according to Citi. The bank expects shipments to ramp up in Q4 2026. At Auras, Citi expects Vera Rubin inner and rack manifolds to support Q4 revenue growth. Its cold plates for the platform are still undergoing qualification.

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StatementDog | AI & Tech Supply Chains@statementdog

2026.09.20 06:01

Cooling supplier AVC began seeing a small revenue contribution from Vera Rubin in September, according to Citi. The bank expects shipments to ramp up in Q4 2026. At Auras, Citi expects Vera Rubin inner and rack manifolds to support Q4 revenue growth. Its cold plates for the platform are still undergoing qualification.