
Most AI discussions ignore the physical reality: a lot of facilities still can’t support liquid cooling. At NVIDIA GTC, @Lenovo’s Jon Alexander explained that across 4,400 global locations, many sites still aren’t ready for liquid cooling. Some environments support megawatts of power, others are limited to air cooling in last-mile telco facilities. That reality is shaping how AI infrastructure actually gets deployed. At the same time, AI is moving so fast that supply chain and time-to-market are becoming competitive advantages. The companies that can build, ship, and deploy infrastructure quickly are the ones that will keep up with demand.









