<![CDATA[The AIDC Debate]]>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.

]]>https://riverside.comRiverside.fm (https://riverside.com)Mon, 02 Nov 2026 15:13:32 GMTTue, 13 Jan 2026 19:53:40 GMT60The AIDC Debate<p>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.</p>episodicThe AIDC Debatejonathangalabov@gmail.comno<![CDATA[OCP Global Summit Takeaways]]>The conversation provides insights from the OCP Global Summit in San Jose, highlighting key advancements in networking, power, and cooling technologies. It emphasizes the evolving landscape of IT companies and the innovative solutions being showcased at the event.

]]>4b61b4c4-e1cc-4952-8c87-59700c297bb9Tue, 27 Oct 2026 07:00:00 GMT<p>The conversation provides insights from the OCP Global Summit in San Jose, highlighting key advancements in networking, power, and cooling technologies. It emphasizes the evolving landscape of IT companies and the innovative solutions being showcased at the event.</p>no00:18:54117OCP Global Summit Takeawaysfull<![CDATA[Is Europe ready to build gigawatts of AI capacity?]]>The conversation explores the current state of data centers in Europe, highlighting the challenges and opportunities in expanding infrastructure to meet growing demands. Key themes include the need for sustainable practices, the impact of supply chain issues, and the importance of collaboration within the industry.

]]>1f2a89c9-03bf-4621-8d6a-5fbe0dafae7cTue, 20 Oct 2026 09:23:36 GMT<p>The conversation explores the current state of data centers in Europe, highlighting the challenges and opportunities in expanding infrastructure to meet growing demands. Key themes include the need for sustainable practices, the impact of supply chain issues, and the importance of collaboration within the industry.</p>no00:20:02Is Europe ready to build gigawatts of AI capacity?full<![CDATA[A Practitioners Guide to Liquid Cooling]]>This episode delves into the practical aspects on Liquid Cooling.

]]>f1bfeed2-2b4e-41ba-b6b0-f61458852aedTue, 29 Sep 2026 09:10:12 GMT<p>This episode delves into the practical aspects on Liquid Cooling. </p>no00:22:42117A Practitioners Guide to Liquid Coolingfull<![CDATA[Will AI be the end of us?]]>Data 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 humanity, with a focus on the potential risks and implications. It delves into the perspectives of various stakeholders, including AI researchers, industry leaders, and individuals from different countries, highlighting the complexity and urgency of the issue.

]]>40224095-a15e-4f6c-869b-cca68ef15debWed, 16 Sep 2026 06:00:00 GMT<p><a rel="noopener noreferrer nofollow" href="https://datacenterworld.informaconnect.com/europe/2026/registrations/Attendee?_mc=sem_dcw_x_dcw_x_x_x_x_x_x_google_europe_PMAX_2026&amp;_gl=1*1kx3zad*_gcl_aw*R0NMLjE3ODk0OTc1NjguQ2p3S0NBancyYVBWQmhCa0Vpd0EwQ3B0dDhESG5ISll2NHlhb1JsX0d5OXBCV2lIbVd3cXU1cXFXcG5YUzV5a1puMzdRcC1nVEcwOXpSb0NuWnNRQXZEX0J3RQ..*_gcl_au*MTI0NTAwMjMxMi4xNzg5MDM5MTMw*_ga*MzI5NTUzNzc3LjE3ODkwMzkxMjg.*_ga_BES6Y0HD0W*czE3ODk0OTc1NjgkbzIkZzAkdDE3ODk0OTc1NjgkajYwJGwwJGgw*_ga_L50TQ6QXLN*czE3ODk0OTc1NjgkbzMkZzAkdDE3ODk0OTc1NjgkajYwJGwwJGgw" target="_blank">Data Center World Europe 2026, Vienna</a></p><p>Get $800 off with <b>Promo Code - AIDC</b></p><p></p><p><b>The 10% Extinction-Risk Debate</b></p><p>The conversation explores the growing concern around the impact of AI on humanity, with a focus on the potential risks and implications. It delves into the perspectives of various stakeholders, including AI researchers, industry leaders, and individuals from different countries, highlighting the complexity and urgency of the issue.</p>no00:29:221Will AI be the end of us?full<![CDATA[The Hidden Cost of Long Context]]>Data 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, highlighting Inferra's hardware-agnostic approach and its impact on GPU utilization. It also explores the predictive prefetch algorithm and the roadmap for hardware platform support.

]]>cf2eb5ed-f083-4abd-9256-dd306b53239cFri, 11 Sep 2026 18:11:04 GMT<p><a rel="noopener noreferrer nofollow" href="https://datacenterworldeurope.com/?_mc=sem_dcw_x_dcw_x_x_x_x_x_x_google_europe_brd_2026&amp;utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=us|en|ga|brd|pha|search|dcweurope-26&amp;gad_source=1&amp;gad_campaignid=24013574614&amp;gbraid=0AAAABEJr-C4t2DurFwijxd7YP0Rv02Uf0&amp;gclid=CjwKCAjwqonVBhA4EiwA9wYJ3ac0lDOX5FzoRiXEAt_5bw5IkFoJi1vLObuRBqi3EJjB3U-KQ63-lxoCIRYQAvD_BwE" target="_blank">Data Center World Europe, Vienna 2026</a></p><p>Get $800 off with <b>Promo Code - AIDC</b></p><p></p><p>The conversation delves into the importance of KV cache optimization in AI model performance, highlighting Inferra's hardware-agnostic approach and its impact on GPU utilization. It also explores the predictive prefetch algorithm and the roadmap for hardware platform support.</p>no00:31:51115The Hidden Cost of Long Contextfull<![CDATA[Are We Building Enough Data Centers?]]>ARTICLE

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 behind-the-meter power generation. It delves into the challenges of AI Data Center construction, the useful life of equipment, flexibility in grid connection, the global pipeline, development in Europe, and community engagement in the Data Center industry. It also explores the research on the Data Center power problem and the US Data Center forecast, as well as the potential for Data Center development in Southern Europe.

]]>32b80008-596d-4cd7-ab6c-b27c7a38177fThu, 03 Sep 2026 06:00:00 GMT<p>ARTICLE</p><p><a rel="noopener noreferrer nofollow" href="https://about.bnef.com/insights/data-centers/six-things-to-know-about-bnefs-new-us-data-center-capacity-outlook/" target="_blank"><b>Six Things to Know About BNEF's New US Data Center Capacity Outlook</b></a></p><p></p><p>The conversation with Mark Daly from Bloomberg NEF covers concrete Data Center build-out trends and behind-the-meter power generation. It delves into the challenges of AI Data Center construction, the useful life of equipment, flexibility in grid connection, the global pipeline, development in Europe, and community engagement in the Data Center industry. It also explores the research on the Data Center power problem and the US Data Center forecast, as well as the potential for Data Center development in Southern Europe.</p>no00:33:5119Are We Building Enough Data Centers?full<![CDATA[Is AI drinking our water?]]>The conversation delves into the water problem in AI data centers, discussing methods to reduce consumption, water recycling, atmospheric water generation technology, and using the oceans as heat exchanger. Sign up to our newsletter here: https://bit.ly/4pULY39

]]>f9217945-7cd4-4fb8-bb14-1ff08ad4d5b5Tue, 04 Aug 2026 06:00:00 GMT<p>The conversation delves into the water problem in AI data centers, discussing methods to reduce consumption, water recycling, atmospheric water generation technology, and using the oceans as heat exchanger. Sign up to our newsletter here: <a rel="noopener noreferrer nofollow" href="https://bit.ly/4pULY39" target="_blank">https://bit.ly/4pULY39</a></p>no00:23:58Is AI drinking our water?full<![CDATA[Is AMD coming for NVIDIA's lunch?]]>The conversation delves into AMD's announcements at the advancing AI event, focusing on the Helios rack, co-development, raw performance, CPU strategy, chiplet strategy, execution, industry dynamics, market growth, and memory constraints. The discussion provides insights into AMD's positioning in the AI infrastructure market and the broader semiconductor industry.

]]>c7f50a96-0163-467f-9215-dad5e38af42dTue, 28 Jul 2026 06:00:00 GMT<p>The conversation delves into AMD's announcements at the advancing AI event, focusing on the Helios rack, co-development, raw performance, CPU strategy, chiplet strategy, execution, industry dynamics, market growth, and memory constraints. The discussion provides insights into AMD's positioning in the AI infrastructure market and the broader semiconductor industry.</p>no00:30:46Is AMD coming for NVIDIA's lunch?full<![CDATA[Do Americans Hate Data Centers?]]>The conversation explores the backlash against AI Data Centers in the US, addressing concerns about environmental impact, job creation, location challenges, and community engagement. It delves into the global data center capacity distribution, power generation, alternative solutions, and the future of AI Data Center builds in the US.

]]>0990a5fe-2871-4546-91ad-599bf10c396aThu, 23 Jul 2026 05:00:00 GMT<p>The conversation explores the backlash against AI Data Centers in the US, addressing concerns about environmental impact, job creation, location challenges, and community engagement. It delves into the global data center capacity distribution, power generation, alternative solutions, and the future of AI Data Center builds in the US. </p>no00:34:46Do Americans Hate Data Centers?full<![CDATA[Is there a slowdown?]]>The 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 of market sentiment, the constraints of physical infrastructure, and the need for smarter software choices to optimize efficiency. The discussion also touches on the potential for a stock market bubble and the ongoing revolution in the AI market.

]]>4fe926e4-c9f7-4e8f-bd6d-f91327e4535eTue, 07 Jul 2026 04:00:00 GMT<p>The 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 of market sentiment, the constraints of physical infrastructure, and the need for smarter software choices to optimize efficiency. The discussion also touches on the potential for a stock market bubble and the ongoing revolution in the AI market.</p>no00:46:0916Is there a slowdown?full<![CDATA[AI, Capacity & Community]]>The 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 and executing data center projects amidst a surge in demand for capacity.

The discussion delves into the transition to liquid cooling, the scalability and complexity of two-phase cooling technology, the growth in AI workloads and inference demand, enterprise data security, and the rapid pace of technological advancements and adoption. The conversation delves into the challenges faced by the data center industry, including the impact of new entrants and the need for a symbiotic relationship with the surrounding community. It also explores the complexities of liquid cooling and its impact on power consumption in data centers.

]]>54033988-b6c7-46a1-b92f-752c39a8162fThu, 18 Jun 2026 06:00:00 GMT<p>The 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 and executing data center projects amidst a surge in demand for capacity.</p><p></p><p>The discussion delves into the transition to liquid cooling, the scalability and complexity of two-phase cooling technology, the growth in AI workloads and inference demand, enterprise data security, and the rapid pace of technological advancements and adoption. The conversation delves into the challenges faced by the data center industry, including the impact of new entrants and the need for a symbiotic relationship with the surrounding community. It also explores the complexities of liquid cooling and its impact on power consumption in data centers.</p>no01:11:59AI, Capacity & Communityfull<![CDATA[Direct to Chip Liquid Cooling]]>The 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 diversity in cooling technologies. It also explores the application of liquid cooling in AI computing and the optimization of cold plate design. The conversation covers topics such as innovation in microarchitecture and thermal design, AI-optimized computing and AI chip architecture, challenges and concerns in data center projects, market demand and industry trends, AI and automation in productivity, and the future of robotics and technology.

]]>acf032bc-f262-4e03-bf1b-1ec1e63319b4Tue, 09 Jun 2026 06:00:00 GMT<p>The 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 diversity in cooling technologies. It also explores the application of liquid cooling in AI computing and the optimization of cold plate design. The conversation covers topics such as innovation in microarchitecture and thermal design, AI-optimized computing and AI chip architecture, challenges and concerns in data center projects, market demand and industry trends, AI and automation in productivity, and the future of robotics and technology.</p>no00:40:53Direct to Chip Liquid Coolingfull<![CDATA[DATA CENTER WORLD 2026 Washington]]>The conversation covers the topics of transformer shortage and import, the impact of hyperscalers on component manufacturing, nuclear reactor technology, and spray cooling for data centers. These topics provide insights into the challenges and innovations in the data center industry.

]]>940e0064-ce25-41b2-89c1-56fd99ebff74Tue, 05 May 2026 09:56:37 GMT<p>The conversation covers the topics of transformer shortage and import, the impact of hyperscalers on component manufacturing, nuclear reactor technology, and spray cooling for data centers. These topics provide insights into the challenges and innovations in the data center industry.</p>no00:14:251DATA CENTER WORLD 2026 Washingtonbonus<![CDATA[NVIDIA GTC: Part Two]]>The 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 these developments on the industry and the potential for future advancements.

]]>d18bd3a2-aaec-423b-88e1-76976caf1d69Fri, 20 Mar 2026 14:35:14 GMT<p>The 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 these developments on the industry and the potential for future advancements.</p>no00:38:1115NVIDIA GTC: Part Twofull<![CDATA[NVIDIA GTC: Part One]]>The 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 and data center growth forecasts.

Takeaways

  • Ecosystem Development
  • Trillion-Dollar Order Pipeline
  • Server Investment and Data Center Growth Forecasts

Chapters

  • 00:00 Introduction to NVIDIA GTC Event
  • 05:03 Discussion on Grok and Hardware Integration
  • 13:09 Challenges and Integration of Grok
  • 18:40 Discussion on NVIDIA's Order Pipeline
]]>b3cd528c-f784-43de-bf4c-b571dd7707ceWed, 18 Mar 2026 09:22:33 GMT<p>The 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 and data center growth forecasts.</p><p></p><p>Takeaways</p><ul><li>Ecosystem Development</li><li>Trillion-Dollar Order Pipeline</li><li>Server Investment and Data Center Growth Forecasts</li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction to NVIDIA GTC Event</li><li>05:03 Discussion on Grok and Hardware Integration</li><li>13:09 Challenges and Integration of Grok</li><li>18:40 Discussion on NVIDIA's Order Pipeline</li></ul>no00:22:3115NVIDIA GTC: Part Onefull<![CDATA[Investment Tailwinds & Headwinds]]>The 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 innovative developments in bio computing by Cortical Labs. The conversation explores the monetization of AI services and enterprise spending, as well as the democratization of agentic AI through OpenClaw.

 

00:00 Our take on the sale of CoolIT

12:25 Our take on the Stargate project cancellations

18:25 Our take on bio computing innovation

24:00 Data center investment tailwinds (incl. AI adoption)

40:53 Data center investment headwinds (incl. Middle East war)

]]>0b54db73-dee6-4a4f-a3d9-efa4b46a3ff9Wed, 11 Mar 2026 18:16:20 GMT<p>The 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 innovative developments in bio computing by Cortical Labs. The conversation explores the monetization of AI services and enterprise spending, as well as the democratization of agentic AI through OpenClaw.</p><p> </p><p>00:00 Our take on the sale of CoolIT</p><p>12:25 Our take on the Stargate project cancellations</p><p>18:25 Our take on bio computing innovation</p><p>24:00 Data center investment tailwinds (incl. AI adoption)</p><p>40:53 Data center investment headwinds (incl. Middle East war)</p>no00:49:23Investment Tailwinds & Headwindsfull<![CDATA[Sovereignty & The Space Race]]>The 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 elimination, CoreWeave's capex and power module shortage impact, challenges and solutions of space computing, and a discussion on sovereign IT and cloud. The conversation delves into the complexities and implications of these topics, providing valuable insights into the evolving landscape of technology and computing.

]]>bbdf60e9-3755-40fd-bafa-e5e3c6c7208aWed, 11 Feb 2026 08:01:33 GMT<p>The 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 elimination, CoreWeave's capex and power module shortage impact, challenges and solutions of space computing, and a discussion on sovereign IT and cloud. The conversation delves into the complexities and implications of these topics, providing valuable insights into the evolving landscape of technology and computing.</p>no00:42:0913Sovereignty & The Space Racefull<![CDATA[The Death of the Metaverse]]>The conversation delves into the evolution and impact of the metaverse, exploring its definition, technological components, psychological implications, privacy concerns, and the role of AI. It also addresses misconceptions, real-world applications, and Meta's image problem.

]]>9ef56b74-6a81-4259-b779-658a09832c19Wed, 28 Jan 2026 07:49:15 GMT<p>The conversation delves into the evolution and impact of the metaverse, exploring its definition, technological components, psychological implications, privacy concerns, and the role of AI. It also addresses misconceptions, real-world applications, and Meta's image problem.</p>no00:33:1612The Death of the Metaversefull<![CDATA[Trends and Truths: Part Two]]>This technical conversation delves into the trends and challenges in the AI data center industry. Central discussion topics include Microfluidic liquid cooling caused by AI computing demand and its implications on the broader technology industry. The team delves into innovation areas in data center power and cooling systems, explaining what data center operators should plan for.

00:00 Memory and storage supercycle - observations and drivers

  • 05:45 Ramp of rack scale AI systems - shipments, vendors and users
  • 09:25 Networking innovation and co-packaged optics deployments
  • 10:55 Data center energy autonomy and self-generation projects
  • 14:55 High voltage power distribution in the data center
  • 17:45 Battery energy storage systems deployments in the data center
  • 19:09 Two-phase direct-to-chip technology benefits and market formation
  • 21:45 Single-phase direct-to-chip cold plate innovation
  • 22:10 Most likely approaches to microfluidic liquid cooling
]]>be8812da-ca96-4fb4-8b40-27a2acde7d5aWed, 21 Jan 2026 13:13:32 GMT<p>This technical conversation delves into the trends and challenges in the AI data center industry. Central discussion topics include Microfluidic liquid cooling caused by AI computing demand and its implications on the broader technology industry. The team delves into innovation areas in data center power and cooling systems, explaining what data center operators should plan for.</p><p>00:00 Memory and storage supercycle - observations and drivers</p><ul><li>05:45 Ramp of rack scale AI systems - shipments, vendors and users</li><li>09:25 Networking innovation and co-packaged optics deployments</li><li>10:55 Data center energy autonomy and self-generation projects</li><li>14:55 High voltage power distribution in the data center</li><li>17:45 Battery energy storage systems deployments in the data center</li><li>19:09 Two-phase direct-to-chip technology benefits and market formation</li><li>21:45 Single-phase direct-to-chip cold plate innovation</li><li>22:10 Most likely approaches to microfluidic liquid cooling</li></ul>no00:23:3611Trends and Truths: Part Twofull<![CDATA[Trends and Truths: Part One]]>The conversation covers the emotional response to AIDC, the drama and excitement of AI infrastructure, myth-busting related to the cooling market panic, the cult of personality and technical ignorance, the capacity to build AI data centers, addressing ROI and enterprise adoption challenges, and the future of AI tools and generative AI.

Takeaways

  • Emotional responses and drama surround the AI infrastructure industry.
  • The future of AI tools and generative AI will break the barriers of knowledge and professional skills.

Chapters

  • 00:00 The Emotional Response to AIDC
  • 08:40 The Cult of Personality and Technical Ignorance
  • 18:45 Addressing ROI and Enterprise Adoption Challenges
  • 36:48 The Future of AI Tools and Generative AI
]]>1d03a8b4-0c42-4fa2-9f5c-33bd45358c4cTue, 13 Jan 2026 20:00:04 GMT<p>The conversation covers the emotional response to AIDC, the drama and excitement of AI infrastructure, myth-busting related to the cooling market panic, the cult of personality and technical ignorance, the capacity to build AI data centers, addressing ROI and enterprise adoption challenges, and the future of AI tools and generative AI.</p><p></p><p>Takeaways</p><ul><li>Emotional responses and drama surround the AI infrastructure industry.</li><li>The future of AI tools and generative AI will break the barriers of knowledge and professional skills.</li></ul><p></p><p>Chapters</p><ul><li>00:00 The Emotional Response to AIDC</li><li>08:40 The Cult of Personality and Technical Ignorance</li><li>18:45 Addressing ROI and Enterprise Adoption Challenges</li><li>36:48 The Future of AI Tools and Generative AI</li></ul>no00:40:45Trends and Truths: Part Onefull