Liquid Cooling

topic on 6 shows · 8 statements across 7 episodes

No Priors WTF is with Nikhil Kamath Invest Like the Best Catalyst the a16z Podcast Big Technology

8 statements about Liquid Cooling, every show

NO PRIORS Opinion
Haas rejects claims that automated data centers fail to create jobs
“People look at data centers and say, oh, it's a big Costco box, and there's two parking, two cars in the parking lot, and all of that is being driven automatically, so there's no jobs. I call BS on that because if you think about whether it's around energy, Li…”
Rene Haas Sep 3, 2026 ▶ 28:30 Redefining Chip Architecture with Arm CEO Rene Haas
INVEST LIKE THE BEST Assertion Supported
Movva: Liquid cooling packs a megawatt of compute into eight refrigerator-sized racks
“Like, a megawatt of compute You know, you'd imagine this, like, massive data haul, like a huge warehouse, basically, and now you can actually pack that into, yeah, around, like, around, like, eight racks for the compute. Each rack is about the size of a refrig…”
Neil Movva Aug 25, 2026 ▶ 55:21 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
BIG TECHNOLOGY Prediction Held up
AI datacenters will undergo a massive shift to liquid cooling by 2027
“Well, I think one of the biggest changes that's happening right now from a data center perspective, and you're seeing this with the latest NVIDIA GPUs, and I think you're going to see this in a more profound way over the next two years is the shift from air-co…”
Scott Guthrie Oct 1, 2025 ▶ 31:12 Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Guthrie: Older Air-Cooled Datacenters Cannot Easily Be Retrofitted for Liquid Cooling
“That's a massive technology change. And it does mean that older data centers that are air cooled, you know, they can't just drop in liquid cooling and be effective.”
Scott Guthrie Oct 1, 2025 ▶ 31:56 Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
CATALYST Insight
Sharp: Liquid cooling requires constant power to prevent chip damage
“If you're liquid cooled, the thermal doesn't just displace itself, so you have to continually run liquid through that so you don't damage the chips”
Chris Sharp Jun 12, 2025 ▶ 33:32 The state of play of data center development
a16z Assertion Not checkable as stated
Appenzeller: AI Data Centers Require Liquid Cooling and Distinct Infrastructure
“The kind of data center you built for a classic CPU centric workload and what you built for, you know, a high density AI data center look very different. You need liquid cooling to the rack. You need very different you know, energy supply.”
Guido Appenzeller May 24, 2025 ▶ 4:02 Sovereign AI: Why Nations Are Building Their Own Models
NO PRIORS Prediction Not checkable as stated
Garman predicts liquid cooling will make on-prem AI clusters too difficult
“Increasingly, I think that's going to get harder and harder as you move to liquid cooling and larger clusters”
Matt Garman Aug 29, 2024 ▶ 15:19 No Priors Ep. 78 | With AWS CEO Matt Garman
WTF Assertion Supported
Mehta: No Indian electric two-wheeler OEM uses liquid cooling due to costs
“Yeah, but none of us in India does liquid cooling for a two-wheeler. Crazy cost structure. Doesn't make sense today.”
Tarun Mehta Dec 10, 2023 ▶ 2:20:16 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath

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