On Nov. 12 NVIDIA said co‑founder and CEO Jensen Huang resigned as CEO. Runjian
said diversified procurement channels can secure compute capacity; beyond
in-house capacity it can lease from partners and will dynamically allocate
compute supply by order. Industry sources say NVIDIA’s Vera Rubin cabinets enter
Q4 mass production and shipment with a 100% liquid‑cooling architecture. Lingyi
Zhizao said its unit Liminda, a core supplier to North American compute
customers, continues bulk deliveries of server liquid‑cooling and power products
to overseas compute firms, server ODMs and power‑solution vendors, and recently
showcased an InnerManifold splitter and next‑generation ZQD (zero‑pressure‑drop
quick connector). Shengyi Technology said it has received no terminal order
cancellations; production and operations are normal and orders are full.