Three AI Rivals Called for a Slowdown. Here Is What Our Side of the Industry Owes.
The frontier safety debate reaches beyond the lab door. Energy responsibility, failure testing and fault containment belong on the infrastructure agenda now.
Insights
Every Watt Counts
Long-form writing on power, liquid cooling and heat reuse for AI infrastructure. Published first on Substack and mirrored here, with links into the evidence and tools each piece points at.
The Biggest Risk in Liquid Cooling Is Not Whether It Leaks. It Is When.
Manufacturing, delivery, and service life: one word—“leak”—hides three clocks, three owners, and three bodies of evidence.
Liquid Cooling Is Running Ahead of Its Own Rulebook
The ten terms behind certification, interoperability — and the white space where project risk actually lives
Open Weights Are Only the Beginning: Expensive Tokens and Scarce Megawatts
Models Can Be Downloaded. The Compute, Power, and Cooling Needed to Make AI Broadly Accessible Cannot.
From AMD Advancing AI 2026: Helios Is More Than a New Rack
It is a reordering of roles across the AI infrastructure industry
The Stranded Compute Grid
The AI industry is obsessed with the data centers it has not built yet. The bigger story may lie in sites where the power position is already secured, but the compute capacity has yet to be unlocked.
Power Is the Real Ceiling — and the Fastest Megawatt Is Already Plugged In
Not for lack of capital — but because capital could not turn into usable megawatts fast enough.
CoolIT Just Sold for $4.75B — and It Tells You Why Cold Plate Won the New-Build AI Rack
A water-and-chemistry giant just bought a cold-plate company. The number says less about who removes heat most aggressively — and more about where the real moat is moving.
The Three Kinds of Liquid Cooling — and the Thousand Cabinets Nobody Wanted
Liquid cooling isn't one technology — it's three, with completely different temperaments. Let me explain them through a decision I still don't love talking about.
The Three Ledgers of Liquid Cooling
CapEx, OpEx, Reuse. How many times can one kilowatt-hour be sold? In the old low-density world, liquid cooling looks like an added cost.
From 25 Tonnes a Day to Zero: The Real Water Math Behind AI Cooling
The AI water panic gets the scale wrong, but the local constraint is real. What we learned moving from open cooling towers to warm-water heat reuse.
Waste Heat Becomes an Asset
How warm-water AI data centers turn cooling from a cost into a revenue line — and what we learned heating real buildings with it.
Warm Water, Longer Life: The Hidden ROI of Liquid Cooling
The industry argues about two numbers: dollars per GPU, and tokens per second.
45°C Inlet Water: Another Milestone for Liquid-Cooled Data Centers
Hotter than a hot tub — and one of the biggest efficiency leaps in the history of the data center.
Start here — why "Every Watt Counts"
AI compute creates heat. Smart systems give it a second life.