MOD → $200.00 by Apr 7, 2026.

Everyone is freaking out because the new Vera Rubin racks are 100% liquid cooled without the need for a mechanical chiller. But, MOD sells dry chillers! In fact, they are probably similar positioned as Vertiv because they sell a range of products that will benefit from the new Vera Rubin server racks. By the way, when a hyperscaler deploys the new Vera Rubin rack, they won't replace all of the chips inside of the building. Probably they will replace the …