Auras Technology, a top provider of GPU cooling solutions, is preparing for significant growth ahead of the highly anticipated launch of NVIDIA’s GeForce RTX 50 ‘Blackwell’ series. As a key supplier of cold plates and manifolds used in NVIDIA’s GeForce RTX GPUs for desktop PCs, Auras is firmly positioned on NVIDIA’s recommended supplier list. This partnership ensures Auras will be integral in supplying critical components for the next generation of graphics cards, expected to launch in early 2025.
During Auras’ recent financial earnings call, Chairman Yu-Shen Lin made an ambitious forecast: the RTX 50 series will “dominate the market starting in December.” Although the timeline might be optimistic—given that leaks suggest a CES 2025 reveal and a January 2025 release—the underlying sentiment is clear and holds significant weight.
Lin’s outlook reflects the current dynamics of the GPU market. AMD’s choice to bypass the enthusiast-grade market with its upcoming RDNA 4-based Radeon cards and Intel’s ongoing struggles with its Arc lineup have left NVIDIA largely unchallenged at the high-end GPU segment. Valve’s Steam Hardware Survey confirms NVIDIA’s dominance, with all 34 of the top discrete GPUs used by PC gamers being GeForce RTX models, cementing NVIDIA’s market share.
With the launch of the GeForce RTX 5080 and 5090, NVIDIA is poised to further strengthen its leadership in the enthusiast gaming GPU market, especially considering the absence of significant competition. The GeForce RTX 5090’s projected power draw of over 450 watts also underscores the critical need for advanced cooling solutions, an area where Auras Technology excels. The growing demand for high-performance cooling spans beyond gaming PCs and into the server market, expanding Auras’ potential customer base and growth opportunities.
Capitalizing on this anticipated demand, Auras projects a remarkable 50%+ growth in 2025. This forecast reflects both the company’s alignment with NVIDIA’s growth and the increasing need for high-performance cooling solutions in gaming and data centers. As the RTX 50 series is set to transform the high-end graphics landscape, Auras Technology is strategically positioned to play a pivotal role, further solidifying its reputation as a leader in GPU cooling innovation.
