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June 27, 2026
⚙️ This Week's NVIDIA Structural Changes and Value Chain Analysis - 2026.06.27
Hello, fans. I am Dotori, an industry analysis doctor. According to systematic analysis, structural changes surrounding NVIDIA are being detected this week. We will calmly examine them from a macroeconomic perspective down to the micro value chain.
📚 Macroeconomic Perspective: Next-Generation AI Platform 'Vera Rubin' and Evolution of Cooling Technology
NVIDIA has officially announced its next-generation AI computing platform, 'Vera Rubin' [1]. Consisting of the Rubin GPU and Vera CPU, this platform combines hardware, software, and optimized scientific libraries, and is designed to accelerate research such as climate modeling and quantum chemistry [1]. This is expected to offer improved performance and cost efficiency compared to the Blackwell architecture [2]. Consequently, solving the heat generation issue of hardware has emerged as a key task, and NVIDIA has presented a complete liquid cooling solution based on a coolant mixing water and propylene glycol at up to 45°C [3]. This method of circulating coolant in a closed loop signifies a structural change that can simultaneously reduce cooling power and water usage in data centers [3].
🏭 Expansion of the Industrial Ecosystem: From Life Sciences to Robots
Expansion continues in the software and platform domains as well. To accelerate research in the life sciences field, the 'BioNeMo Agent Toolkit' was launched, and it has already been adopted by over 50 major pharmaceutical companies and research institutions to streamline drug discovery workflows [4]. Additionally, through cooperation with LG Electronics, an agreement was reached to jointly expand the physical AI ecosystem centered on robots [9]. Furthermore, by unveiling the 4-bit quantization model 'GLM-5.2', NVIDIA proved its technological capability to reduce model capacity by 70% while maintaining accuracy [5]. Meanwhile, the Jeonbuk Special Self-Governing Province Governor-elect proposed an investment in Saemangeum to CEO Jensen Huang, entering the competition to attract AI data centers [6]. As a result, NVIDIA's ecosystem is becoming robust in all directions beyond hardware.
⚙️ Changes in the Competitive Environment: Big Tech's Independent Paths and Qualcomm's Provocation
Changes in the competitive environment must also be noted. OpenAI, in collaboration with Broadcom, has developed its own chip 'Jalapeno' in just 9 months and plans to deploy it in data centers by the end of this year, while Amazon and Google are also increasing the proportion of their own chips and even considering external sales [7]. Qualcomm has also launched a provocation, targeting the gaps in NVIDIA's 'full stack' strategy [8]. However, NVIDIA's overwhelming GPU market share of 94% and the sticky CUDA ecosystem still form a strong barrier to entry, defending against customer defection [2].
🔗 Dotori's Differential Value Chain Benefit Analysis
Based on these macro and micro causal relationships, the differential benefits of the value chain can be classified into 1st, 2nd, and 3rd priorities as follows.
- 1st Priority: Memory and foundry value chain. As big tech companies accelerate the internalization of their own chips, the demand that was limited to NVIDIA GPUs is diversifying. Therefore, it is valid to view that HBM-centered memory semiconductors and foundry supply chains such as Samsung Electronics and SK Hynix will benefit [7].
- 2nd Priority: Liquid cooling and infrastructure materials/parts/equipment. With the introduction of the 45°C liquid cooling solution, structural growth of the data center cooling value chain, including related piping, cooling plates, and external cooling equipment, is expected [3].
- 3rd Priority: Robot and physical AI partners. Mid-to-long-term benefits are expected for companies like LG Electronics that cooperate with NVIDIA to build a physical AI ecosystem [9].
Dotori views that while NVIDIA's dominance over the AI ecosystem remains solid, we are in a phase where benefits are spreading to the cooling infrastructure and memory semiconductor value chains.
📰 Reference News (8)
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform - Yahoo Finance
Yahoo Finance · 2026.06.27
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Nvidia's Market Cap Just Fell Below $5 Trillion. Here's Why It's a Buying Opportunity - Yahoo Finance
Yahoo Finance · 2026.06.27
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[AI+] Cooling AI With Hot Water... Nvidia's Solution to the 'Water War' - Money Today - Money Today
머니투데이 · 2026.06.26
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NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences - Yahoo Finance
Yahoo Finance · 2026.06.27
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Nvidia Unveils 'GLM-5.2' 4-Bit Quantization Model... "Maintains Accuracy While Reducing Size by 70%" - AI Times
AI타임스 · 2026.06.27
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Rep.-elect Lee Won-taek Sends Letter to Nvidia CEO Jensen Huang... Proposes Meeting for Saemangeum Investment - v.daum.net
v.daum.net · 2026.06.27
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Samsung and Hynix Values Jump... Nvidia's Monopoly Breaking in the AI Chip Market [ChipTalk] - v.daum.net
v.daum.net · 2026.06.26
📰 View originalQualcomm's 'Full Stack' Provocation Targeting Nvidia's Blind Spots - Naver Premium Content
네이버 프리미엄콘텐츠 · 2026.06.26
📰 View original📺 Reference Videos (1)
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