Tag: #cooling
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3 posts
Data Center Infrastructure Investing — The Picks and Shovels of the AI Buildout
Where does the real upside of the AI buildout live. This piece breaks down the data center value chain (real estate/REITs, cooling, power, networking, servers) through a picks-and-shovels lens, weighing both bull and bea
2026-06-18 · 28 min read #finance#data-center#ai-infrastructure#reit#coolingPower and Cooling in the AI Data Center — Infrastructure for the Gigawatt Era
As AI capex explodes and data centers grow to gigawatt scale, power and cooling have emerged as the dominant constraints. We map the big picture: surging rack power density, the limits of air cooling versus direct liquid
2026-06-16 · 21 min read #datacenter#ai-infrastructure#cooling#power#liquid-coolingAI's Power Crisis: Why Data Centers Need Nuclear Plants (The Numbers Don't Lie)
Global data centers 415TWh to 980TWh by 2030, a 2x increase. Microsoft $16B nuclear restart, Amazon $20B nuclear campus, Google SMR deal. AI water usage equals global bottled water consumption. B200 at 1,000W per chip: e
2026-03-22 · 22 min read #ai#energy#power#nuclear#datacenter