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liquid cooling

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · across every show →

Everything said about liquid cooling, oldest first

Oct 1, 2025 neutral
Insight
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
Oct 1, 2025 positive
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
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