The AIDC Debate
by The AIDC Debate
Latest episode
OCP Global Summit Takeaways: Part Three
OCP Global Summit Takeaways: Part Three
About this podcast
The AIDC Debate offers a timely commentary on the AI economy and the fleet of data centers that enable it, all through a sharp technical lens. Manoj Sukumaran brings hands-on experience designing data center hardware for hyperscale cloud service providers. Shen Wang contributes a deep background in smart power electronics, data center thermal management, and electrical infrastructure. Vlad Galabov adds a strategic semiconductor-industry perspective shaped by senior roles at Intel and Ciena.
Episodes
The newest 20 of 22 episodes
- OCP Global Summit Takeaways: Part Three · 24 min · Season 1 Episode 22The conversation focuses on Jake Roberts' recent contribution to the Open Compute Project (OCP) regarding Power Compute Effectiveness (PCE), a metric designed to optimize power…
- OCP Global Summit Takeaways: PART TWO · 23 min · Season 1 Episode 21The conversation explores the rapid advancements in CPU technology, the challenges of cooling systems, and the evolving landscape of data centers, particularly focusing on liquid…
- OCP Global Summit Takeaways: PART ONE · 19 min · Season 1 Episode 20The conversation provides insights from the OCP Global Summit in San Jose, highlighting key advancements in networking, power, and cooling technologies. It emphasizes the…
- Is Europe ready to build gigawatts of AI capacity? · 20 min · Season 1 Episode 19The conversation explores the current state of data centers in Europe, highlighting the challenges and opportunities in expanding infrastructure to meet growing demands. Key…
- A Practitioners Guide to Liquid Cooling · 23 min · Season 1 Episode 18This episode delves into the practical aspects on Liquid Cooling.
- Will AI be the end of us? · 29 min · Season 1 Episode 17Data Center World Europe 2026, Vienna Get $800 off with Promo Code - AIDC The 10% Extinction-Risk Debate The conversation explores the growing concern around the impact of AI on…
- The Hidden Cost of Long Context · 32 min · Season 1 Episode 16Data Center World Europe, Vienna 2026 Get $800 off with Promo Code - AIDC The conversation delves into the importance of KV cache optimization in AI model performance…
- Are We Building Enough Data Centers? · 34 min · Season 1 Episode 15ARTICLE Six Things to Know About BNEF's New US Data Center Capacity Outlook The conversation with Mark Daly from Bloomberg NEF covers concrete Data Center build-out trends and…
- Is AI drinking our water? · 24 min · Season 1 Episode 14The conversation delves into the water problem in AI data centers, discussing methods to reduce consumption, water recycling, atmospheric water generation technology, and using…
- Is AMD coming for NVIDIA's lunch? · 31 min · Season 1 Episode 13The conversation delves into AMD's announcements at the advancing AI event, focusing on the Helios rack, co-development, raw performance, CPU strategy, chiplet strategy…
- Do Americans Hate Data Centers? · 35 min · Season 1 Episode 12The conversation explores the backlash against AI Data Centers in the US, addressing concerns about environmental impact, job creation, location challenges, and community…
- Is there a slowdown? · 46 min · Season 1 Episode 11The conversation delves into concerns about a market slowdown, the dynamics of infrastructure demand and supply, and the evolution of AI business models. It explores the impact…
- AI, Capacity & Community · 1 h 11 min · Season 1 Episode 10The conversation covers the evolution of AIDC cooling technology to meet the demands of increasing rack densities and AI workloads. It also addresses the challenges in delivering…
- Direct to Chip Liquid Cooling · 41 minThe conversation delves into the latest trends and advancements in liquid cooling technology, including the announcement of a 15 kilowatt cold plate and the challenges and…
- DATA CENTER WORLD 2026 Washington · 14 min · Season 1The conversation covers the topics of transformer shortage and import, the impact of hyperscalers on component manufacturing, nuclear reactor technology, and spray cooling for…
- NVIDIA GTC: Part Two · 38 min · Season 1 Episode 5The conversation covers debates in the social media space, NVIDIA's ecosystem of rack scale designs, and innovative storage solutions. The discussion delves into the impact of…
- NVIDIA GTC: Part One · 23 min · Season 1 Episode 5The conversation covers the NVIDIA GTC event, focusing on key takeaways, ecosystem development, and the trillion-dollar order pipeline. It also explores the impact on the server…
- Investment Tailwinds & Headwinds · 49 minThe conversation covers our latest data center investment forecast and key new items, including the sale of CoolIT, the pause in Oracle and OpenAI's Stargate project, and the…
- Sovereignty & The Space Race · 42 min · Season 1 Episode 3The conversation covers a range of topics, including headlines and earnings announcements, drama between Nvidia and OpenAI, Microsoft's Maya 200 launch, Google's TPU and HBM…
- The Death of the Metaverse · 33 min · Season 1 Episode 2The conversation delves into the evolution and impact of the metaverse, exploring its definition, technological components, psychological implications, privacy concerns, and the…
