Nvidia CEO's warning on AI cooling bottlenecks sparked sell-off in data center cooling stocks.

Data center cooling stocks declined following Nvidia CEO Jensen Huang's comments at CES 2026, where he highlighted growing concerns about power and thermal management in AI-driven data centers. Huang emphasized that cooling infrastructure is becoming a critical bottleneck as AI workloads intensify, prompting investor concerns about the scalability and cost of current cooling solutions. The remarks triggered a sell-off in stocks related to data center cooling technologies, reflecting market unease over rising operational challenges in the AI infrastructure sector.