Icebanking Energy Costs
The strategy of 'icebanking' is being explored as a method to mitigate increasing energy expenses within digital infrastructure operations.
Thermal Management Shift
emerging tech
deals
sentiment shift
The thermal-management-shift describes the urgent migration from facility-scale cooling to direct-to-component liquid cooling architectures necessitated by escalating compute density. Driven by AI workloads and hardware innovations like in-chip microfluidics, this requires hyperscalers and colocation providers to immediately re-engineer power distribution, plumbing, and facility operations.
flex data center platform
Executives from Flex detailed their new integrated, factory-built platform—incorporating liquid cooling, higher-voltage DC power, and global manufacturing—designed to significantly reduce deployment timelines for AI-scale infrastructure.
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Eaton Thermal Push
Eaton's $9.5 billion strategic pivot toward thermal solutions is analyzed as a key indicator potentially signaling the next trillion-dollar phase of power, cooling, and deployment strategy across the US artificial intelligence data center market.
Vertiv Cooling Market
Vertiv's recent $1 billion strategic acquisition is an aggressive attempt to establish dominance over the critical reliability layer that now ultimately governs the performance outcomes of artificial intelligence cooling solutions.
microsoft in-chip cooling
Microsoft introduced an in-chip microfluidic cooling system that uses etched pathways within the silicon to remove heat up to three times more effectively than standard cold plates, promising denser and more cost-efficient AI hardware.