ReadingResearchRadarInvestment framework
Sign in / Sign up
← Back to reading
NewsTopic · 英伟达MGX生态链1 min read·2026-10-16

Midea joins NVIDIA MGX ecosystem for Vera Rubin platform, reportedly focusing on liquid cooling

NVIDIA released its MGX AI Factory partner list for the next-gen Vera Rubin platform at OCP Global Summit. Midea is included; Sina Tech sources indicate the collaboration centers on liquid cooling.

ImportanceLocalEvidenceE2 unreplicatedWrite-upQuick

2026-10-15 17:25 GMT+8

At the OCP Global Summit held in San Jose on October 15, 2026, NVIDIA unveiled the NVIDIA MGX AI Factory ecosystem and partner list for its next-generation Vera Rubin platform. Chinese home appliance giant Midea Group appeared on this list.

MGX is an open hardware architecture ecosystem built by NVIDIA around Blackwell, Vera Rubin, and subsequent AI computing platforms, covering server manufacturing, liquid cooling, power supplies, and data center infrastructure. As rack power density increases and 45°C high-temperature liquid cooling becomes a new standard, ecosystem partners can participate early in thermal management specification alignment and system-level validation.

According to Sina Tech, citing people familiar with the matter, the cooperation between Midea and NVIDIA mainly revolves around liquid cooling-related fields. No specific contract value, technical details, or formal commercial agreement status has been disclosed yet; this information is based on media reports from unofficial channels.

Sources

  • 报道出处ithome.com↗
Sign in / Sign up
ReadingResearchRadarInvestment framework
Topic

英伟达MGX生态链

英伟达公布面向下一代 Vera Rubin 平台的 NVIDIA MGX AI Factory 生态合作伙伴名单,美的集团入选,双方合作聚焦于液冷与热管理领域。MGX 并非普通联盟,而是围绕 Blackwell 及后续架构建立的开放式硬件底…

3 steps1 piecesUpdated 2026-10-16 09:41

How it got here

  1. 2023-05-29英伟达在 COMPUTEX 上首次发布 MGX 模块化服务器规范,支持超100种配置,QCT 和 Supermicro 为首批采用者。
  2. 2026-10-12在美国圣何塞 OCP 全球峰会上,英伟达向 OCP 贡献 Vera Rubin 机架及计算托盘设计,确立 MGX 1.2 架构标准,支持高达 250kW 的机架部署。
  3. 2026-10-15英伟达正式公布 MGX AI Factory 生态伙伴名单,美的集团入选,据知情人士透露,合作主要围绕液冷领域,旨在提前参与热管理规格对接。

What is still unsettled

  • 美的在 MGX 生态中的具体角色是仅提供 CDU 组件还是参与整体参考架构定义?
  • 800 VDC 高压直流供电标准在现有数据中心改造中的实际落地阻力有多大?
Read the full topic →
Continue researching →