NVIDIA is trading 3% up today at $209.65 as investors react to reports of a potential AI data center cooling and energy-management partnership with Mitsubishi Heavy Industries.
- The collaboration aims to address the significant heat and power demands generated by large-scale GPU clusters.
- Semiconductor stocks are rallying broadly, with chip indices up nearly 4% amid improved memory-chip sentiment and renewed hedge fund buying.
- The stock is benefiting from a strong sector-wide rebound following the previous day's technology selloff.