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> Bringing liquid cooling to the racks likely has to be one of the biggest challenges with this whole new HPC/AI

Are you sure about that? HPC has had full rack liquid cooling for a long time now.

The primary challenge with the current generation is the unusual increase of power density in racks. This necessitates upgrades in capacity, notably getting 10-20 kWh of heat away from few Us is generally though but if done can increase density.



HPC is also not a normal data center but also usually doesn't have the scale of hyperscaler AI data centers either.




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