NN, Inc. Expands NVIDIA Liquid Cooling Capacity, 100% Pre-Sold
NN, Inc. (NNBR) announced a major expansion of its liquid cooling production capacity for NVIDIA AI data center racks, adding 47 new machine centers at its Wuxi, China plant, with 100% of the new capacity already pre-sold under multi-year, multi-product awards. The company targets $80–$90 million in accretive new business in 2026, deepening its role in NVIDIA's Asia supply chain.
Key Numbers
NN, Inc. (ticker: NNBR) announced in late June 2026 a major expansion of its liquid cooling production capacity for NVIDIA (NVDA) AI data center racks. The expansion adds 47 new machine centers at its Wuxi, China facility, with 100% of this new capacity already pre-sold under multi-year, multi-product awards.
The Product
NN specializes in liquid cooling systems used in high-density AI data center servers, which are essential for cooling NVIDIA's graphics processing units (GPUs). The expansion repurposes legacy automotive capacity, signaling a strategic shift toward the technology sector.
Pricing and Availability
NN did not disclose pricing details but targets $80–$90 million in accretive new business in 2026 from this expansion. The new capacity is already operational, with multi-year contracts ensuring stable revenue streams.
Competition
NN faces competition from other liquid cooling solution providers such as Boyd Corporation and Laird Thermal Systems, but its exclusive partnership with NVIDIA gives it a competitive edge.
Potential Impact on the Company
The expansion is expected to significantly boost NN's revenue, with improved margins due to high-value contracts. The pre-selling of capacity reflects strong customer confidence. NNBR stock rose 24.7% following the announcement.
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