Tag: #datacenter
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3 posts
Power and Cooling in the AI Data Center — Infrastructure for the Gigawatt Era ♪ Listenable
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-coolingIs AI Really Slowing Down — Reading the 2026 AI Bubble Debate Through Datacenter Economics
A breakdown of the AI is slowing down debate that dominated the first half of 2026, viewed through datacenter economics. We cover the claim that 2 trillion dollars of annual revenue is needed by 2030, the arithmetic of 1
2026-06-12 · 20 min read #ai#economics#datacenter#gpu#infrastructureAI'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