The Thermal Bottleneck:Heat Dissipation, Liquid Cooling, and the Physical Limits of Compute
Market Alpha | Global Macro, ETF Strategy & Tech Insights por Market Alpha Media
T6 · E10
21 ene 2026
18:30
Notas del episodio
As AI models scale exponentially, the battle shifts from silicon design to thermal management. This episode explores the transition to liquid cooling, the energy physics of data centers, and why thermal efficiency is the new "Moore’s Law" for institutional investors.
Palabras clave
Data Center Infrastructure, Liquid Cooling Systems, Thermal Management, ESG Compliance, NVLink Interconnect, CapEx Efficiency, Vertiv, Precision Cooling
Dónde está producido este episodio
State