chip cooling
30 articles about chip cooling in AI news
Cerebras Reengineers Mechanical Playbook for Wafer-Scale Chip Cooling
Cerebras disclosed three mechanical innovations—vertical power delivery, flexible interposers, and direct-impingement cooling—to prevent wafer-scale chips from cracking, rewriting engineering fundamentals.
Liquid Cooling Hits 15kW: CoolIT Coldplate Quadruples Capacity for AI
CoolIT demoed a 15kW single-phase coldplate, quadrupling capacity, while Vertiv, Accelsius, and LiquidStack launched products targeting scalable AI cooling deployment.
Liquid Cooling Crosses 50% by 2027? Rack Densities Force Shift
AI-driven rack densities are pushing liquid cooling adoption past 50% in new hyperscale builds by 2027, though cost and expertise remain barriers.
Vertiv Acquires Strategic Thermal Labs for Liquid Cooling
Vertiv acquired Strategic Thermal Labs to add cold plate design expertise to its liquid cooling portfolio, addressing the rising thermal demands of AI workloads in data centers.
Houthi Threat to Bab el-Mandeb Strains AI Chip Supply Chain
Escalating Middle East conflict threatens two key maritime chokepoints, Bab el-Mandeb and Hormuz, jeopardizing the helium and energy supplies that underpin global advanced AI chip manufacturing at TSMC and SK Hynix.
Meta's $100B AMD Gamble: The AI Chip War Enters Its Most Strategic Phase
Meta has secured a landmark deal to purchase up to $100 billion worth of AMD AI chips, receiving a massive stock warrant in return. This unprecedented agreement signals Meta's aggressive push to diversify its AI infrastructure beyond Nvidia while pursuing ambitious 'personal superintelligence' goals.
DeepSeek's Blackwell Gambit: How a Chinese AI Firm Reportedly Circumvented U.S. Chip Export Controls
Chinese AI company DeepSeek reportedly trained its upcoming model using Nvidia's restricted Blackwell chips, potentially clustered in an Inner Mongolia data center. This development highlights the escalating tech rivalry and challenges of enforcing export controls in the AI arms race.
Epoch AI: Hormuz LNG Shock Absorbed by Chip Margins, Gulf Investment is AI Risk
A new analysis from Epoch AI Research finds the Strait of Hormuz conflict's energy shock is manageable for AI infrastructure, but the real threat is the potential drying up of Gulf capital investment, crucial for projects like Stargate UAE.
Meta's Multi-Million GPU Gamble: How a Chip Deal Redefines AI's Future
Meta has signed a massive, multi-year pact with Nvidia to deploy millions of next-generation Blackwell and Rubin GPUs across its data centers. This unprecedented hardware commitment signals a new phase in the AI arms race, where computational scale becomes the primary competitive moat.
AI Data Centers Now Consume 10% of US Electricity, With Single Facilities Reaching 400+ Megawatt Loads
Data centers powering AI and cloud computing now account for 10% of total U.S. electricity consumption, with individual facilities reaching 400+ megawatt capacities. New half-mile-long structures require advanced water-cooling systems to manage chips generating 2kW of heat each.
GUC, Wiwynn Partner on Silicon-to-System AI Infrastructure for Hyperscalers
GUC and Wiwynn partner on silicon-to-system AI infrastructure, integrating SoC design, optical I/O, and liquid cooling for hyperscalers.
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Epoch AI estimates Nvidia's B200 GPU costs $5,700–$7,300 to produce, with HBM memory and advanced packaging accounting for two-thirds of the cost. At a $30k–$40k sale price, chip-level gross margins reach ~82%, though rack-scale margins may be lower.
AI Data Center Startup Phononic in Sale Talks at Multi-Billion Valuation
Phononic, a startup building liquid cooling systems for AI data centers, is in talks for a sale that could value it in the multi-billions. This reflects intense market pressure to solve the power and thermal challenges of scaling AI compute.
Dell XPS 14 with Core Ultra X7 Outlasts Snapdragon X Elite in Battery Test
A new battery test shows the Dell XPS 14 with Intel Core Ultra X7 lasts 11.7 hours, beating the 11.3 hours of Microsoft's ARM-based Surface Laptop 15 with Snapdragon X Elite. This is a significant win for Intel's latest chip in the critical mobile performance metric.
U.S. AI Data Center Builds Face 50% Delay Risk on China Power Gear
Electrical infrastructure, not chips or capital, is becoming the critical bottleneck for AI data center deployment. U.S. projects face 5-year transformer lead times while depending on China for 30-40% of key components.
Jensen Huang's '5-Layer Cake': Nvidia CEO Redefines AI as Industrial Infrastructure
Nvidia CEO Jensen Huang introduces a revolutionary framework positioning AI as essential infrastructure spanning energy, chips, infrastructure, models, and applications. This industrial perspective reshapes how we understand AI's technological and economic foundations.
NEMA, ASHRAE, PNNL Launch AI Data Center Framework as Power Demand Hits 175 TWh
NEMA, ASHRAE, and PNNL launched an AI data center framework addressing 70-100 kW per rack power demands as global AI electricity consumption could hit 175 TWh annually.
OpenAI Eyes 10GW Ohio Data Center with Nvidia Backing
OpenAI is negotiating a 10GW Ohio data center with Nvidia backing, potentially costing $500B on federal land.
Supermicro Shows Vera Rubin NVL72 Rack With New Coolant Type
Supermicro showed Vera Rubin NVL72 rack with new coolant. Rack targets Nvidia Rubin GPUs, ships early 2027.
ERCOT datacenter requests exceed grid capacity by 5x
ERCOT datacenter requests far exceed grid underwriting capacity, per @SemiAnalysis_, revealing grid approval as a binding constraint on AI infrastructure buildout.
Cerebras WSE-3 Claims 10x Training Speed Over Nvidia H100 on GPT-Scale Model
Cerebras claims 10x training speed over Nvidia H100 for GPT-3-scale models using WSE-3. Benchmark lacks power and cost data, limiting independent verification.
CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power
CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.
Tariffs Threaten $200B AI Data Center Buildout, CSIS Warns
CSIS warns tariffs could raise AI data center costs 20-30%, threatening $200B US hyperscaler buildout through 2028.
AMD Launches PCIe GPU for AI Workloads, Targets Existing Server Install Base
AMD launched a PCIe-based GPU for AI workloads, targeting existing servers. The card provides immediate boost without new data center buildouts.
AMD MI350P PCIe Card Claims 40% FP8 Lead Over Nvidia H200 NVL
AMD launched MI350P PCIe AI card with 144GB HBM3E, claiming 39% FP8 lead over Nvidia H200 NVL. Targets drop-in air-cooled server upgrades.
AI Data Centers Face 220GW Grid Jam, Power Infrastructure Becomes Bottleneck
PJM's 220GW interconnection queue shows AI data center growth is now constrained by power grid capacity, not compute. Hyperscalers face 3-7 year delays.
Microsoft AI Run Rate Hits $37B as $627B Backlog Reveals Capacity Gap
Microsoft's $37B AI run rate and $627B backlog show AI demand outpacing data center capacity, with delivery windows stretching to 18 months.
Google Virgo Fabric: 100K-Accelerator AI Network Cuts Latency
Google unveiled Virgo, a data center fabric for AI clusters of 100,000+ accelerators, using a flatter two-layer topology to reduce latency and improve bisection bandwidth for synchronized training workloads.
Cursor Walked from $50B Round for SpaceX's Compute Offer
Cursor was days from closing a $2B round at a $50B valuation with top investors, but walked away when SpaceX offered $60B and a million H100s, signaling compute access now rivals capital in AI dealmaking.
OpenAI's 'Freebird' Data Center in Texas to Span 549K Sq Ft, Cost $470M
OpenAI is building a massive 548,950-square-foot data center in Milam, Texas, named 'Freebird,' with a first-phase cost of around $470 million. This infrastructure investment is critical for scaling next-generation AI model training and inference.