Yuans Technology: NVIDIA’s Exclusive “Golden Key” to AI Server Infrastructure

I. Elite Certifications and Insurmountable Market Barriers

— NVIDIA RVL CertificationYuans Technology is one of only five companies globally-and the only mainland China-based vendor-to hold NVIDIA's RVL (Recommended Vendor List) certification. This credential is the de facto mandatory qualification for supplying structural and thermal solutions to NVIDIA's data-center platforms. Yuans' products have passed NVIDIA's rigorous mechanical, thermal, electrical, and signal-integrity validation, enabling seamless integration with GB200, GB300, and future flagship systems. This certification creates an extraordinarily high barrier to entry.

— One of Three OfficialNVIDIA Server-Cabinet PartnersTogether with Foxconn and Interplex, Yuans forms the exclusive trio of authorized NVIDIA server-cabinet suppliers. Its high-density, tri-integrated “compute + power + cooling” architecture boosts deployment efficiency by 4.1× and materially lowers data-center PUE, establishing Yuans as mission-critical infrastructure for NVIDIA-powered supercomputing clusters.

II. Proprietary Technology and Comprehensive Product Leadership

— Global Pioneer in Magnesium-Alloy Server ApplicationsLeveraging heritage from Taiwan's Pinda Technology Group, Yuans possesses industry-leading magnesium-alloy R&D and volume-manufacturing capabilities. It is the first vendor to deploy magnesium alloys at scale in AI servers, delivering simultaneous 35% weight reduction, 40% improved thermal conductivity, and 20% cost savings-forming a virtually unassailable technological moat.

— Full-Stack Structural and Thermal Solutions ProviderYuans offers end-to-end critical components, including:

— Rack and slide-rail systems with ≥1,200 kg load capacity and ±0.02 mm precision, optimized for GB200 high-density nodes

— Liquid-cooling components supporting UQD/NVQD quick-connect standards (co-developed with Pinda Technology)

— Proprietary floating server trays providing Level-8 seismic protection and superior EMI shielding

— Integrated Busbar systems that reduce wiring complexity and power loss by 15%

Few competitors can matchYuans' ability to design entire cabinets while manufacturing every mission-critical component in-house, delivering true vertical integration across cabinet structure and advanced thermal management.

III. Strategic Importance in NVIDIA's Roadmap

— Core Structural Supplier for GB200/GB300/NVL72 PlatformsYuans supplies cabinets and slide-rail systems for NVIDIA's current flagship supercomputers. Its solutions carry DGX-Ready certification and integrate natively with NVIDIA's highest-performance AI systems. The Yuans + Pinda Technology partnership is one of the only vendor combinations worldwide holding dual cabinet and liquid-cooling qualifications.

— Designated Lead Developer for Next-GenerationRubin ArchitectureYuans has been appointed primary cabinet developer for NVIDIA's Rubin platform (Blackwell successor), with mass production slated for H2 2026. The flagship Rubin NVL144 variant will offer 3.3× the performance of GB300 NVL72, adopt full liquid cooling, cableless interconnects, and M9-grade materials-driving cabinet value per unit more than 2× higher. Yuans' early and deep involvement locks in a dominant share of this next-generation supply chain.

— Lens Technology Acquisition Supercharges Growth TrajectoryIn December 2025, Lens Technology acquired 95.11645% of Yuans via 100% ownership of PMG International. The transaction instantly transfers NVIDIA RVL certification and a complete AI server-cabinet technology stack to Lens, while providing Yuans with vastly expanded manufacturing capacity and capital resources.

With GB200/GB300 volumes accelerating and Rubin ramp-up on the horizon, Yuans is poised for explosive growth. AI liquid-cooled cabinet revenue is projected to reach RMB 800-1,000 million in 2026 (>60% of total revenue), supported by sustained gross margins of 35-40%-driven by magnesium-alloy technology premiums and significantly exceeding industry norms.

Conclusion

Yuans Technology combines scarce RVL certification with proprietary magnesium-alloy leadership to forge an unbreakable link to NVIDIA's AI server ecosystem. Securely positioned at the heart of today's GB200/GB300 deployments and already steering development of tomorrow's Rubin platforms, Yuans is transitioning from a low-profile specialist into a high-visibility, high-conviction cornerstone of global AI computing infrastructure.

Data as of Q3 2025; sourced from NVIDIA disclosures and leading industry research reports.

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SOURCE Lens Technology

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