Auras Technology Co., Ltd., a Taiwanese cooling company that supplies cooling components for discrete graphics cards, has claimed that Nvidia's upcoming RTX 50-series GPUs may 'seize the whole market starting in December'. This statement was made by the company's chairman, Yu-Shen Lin, during the earning call on November 13, 2024.

According to Lin, Auras' crucial cooling components, such as cold plates and manifolds, have already been included in Nvidia's recommended supplier list and are being adopted by some AIB partners for the GeForce RTX 50-series GPUs (codenamed Blackwell), which are set to compete with the best graphics cards in the market.

While the arrival of the RTX 50-series GPUs is imminent, with suppliers delivering the final parts required to make finished products, the exact launch date remains uncertain. Most indicators suggest a January 2025 launch, especially with Jensen Huang set to be the CES 2025 keynote speaker.

In addition to discussing the RTX 50-series GPUs, Nvidia also made some predictions about the PC and server market for next year. Server-related revenue is expected to grow by 130% due to increasing sales of water-cooling systems designed for AI servers, and the demand for display card cooling is expected to grow by double digits with the launch of the RTX 50 series. Meanwhile, the PC sector is expected to see more conservative numbers.

Auras is anticipating a growth of over 50% in 2025 and is considering expanding its presence in Mexico, adding to its existing manufacturing facilities in China, Taiwan, and Thailand.