JB
736 posts


@SemiAnalysis_ Loved the report. Incredibly detailed and thorough analysis of a complicated, overlooked and yet critical element of DC scalability. Cliffhanger at the end though! Hope to see Iceotope coverage.
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Datacenter Anatomy Part 2 - Cooling Systems
L2A, L2L, Immersion, Two-Phase
Google vs Meta vs Microsoft vs Amazon Water Cooling Design
WUE & PUE
Nvidia Rubin Power & Cooling Architecture
And much more
semianalysis.com/2025/02/13/dat…
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🌡️ A major challenge of $500B #Stargate Project: cooling >1000w AI chips. Traditional liquid cooling won't cut it - this is where next-gen hybrid tech becomes mission-critical for US AI leadership. The real infrastructure battle is thermal 🔥@iceotope @OpenAI @SoftBank @masason @nvidia @Oracle @larryellison @sama @elonmusk @DavidSacks @SchneiderElec @Microsoft @satyanadella
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@scaling01 @OliverMolander data is generated every moment at the edge in the physical world we inhabit. this data needs to be ingested, understood and acted upon in milliseconds. most of this “fuel” once it has served its purpose will be exhausted as it provides no marginal training value, it is infinite
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JB retweetledi

Check out this job at SkyHive: Director, Customer Engineering lnkd.in/eZJiAtCs
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My thoughts on the future of the global workforce, the important role AI can play - and why I joined SkyHive to help bridge the gap. 😊 lnkd.in/gQCGmrWN
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Axelera AI is mentioned by Barrons in an article about the growing importantance of AI at the edge, alongside Mobileye, Qualcomm, Lattice Semiconductor and NVIDIA. We are the only startup! ☺️
‘@FabAroundEU told Barron’s he expects…lnkd.in/gbhe22gt lnkd.in/gZ3taTws
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Today’s start-up financing world may feel like a tale of two cities. Fortunately for Axelera AI, it’s the best of times. ☺️
We are pleased to report the $50M closing of our latest round, and overwhelming demand signals from custom…lnkd.in/dCRNHzTr lnkd.in/dcEEu53W
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