Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

Appearances

newest first · ▶ plays the moment

The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

It's become quite a big company now.

Here's the AI bull case.

Every megawatt of GPU capacity needs matching power cooling.

liquid cooling is required because air cooling breaks down at this size of a rack.

So you break down on cooling of each rack about 100 kilowatts.

They're trying to scale these mega, like, colossus data centers with one megawatt racks.

You need air cooling.

Sorry, you need liquid cooling.

Sorry, you cannot use air cooling is what I meant to say.

So it's just a phenomenal right time, right place business.

Yeah.

All the biggest winners...

other than maybe the models themselves, like the L11 models themselves, have been, hmm, what we do really matters in this market.

Like NVIDIA's pre-GPT launch,

No one was really going out there and saying, hey, by the way, they're going to make these Blackwell chips that are going to be running every advanced AI workload on them.

That was not the bull case for NVIDIA, which is the largest company by market cap.

Humans have this insatiable demand for two things, compute and electricity.

And that now has been given steroids officially.

We've already had this insatiable demand for those two things since the late 90s.

And now it's like, hmm, what if we give you peptides and gasoline on that fire right now?

Showing 221–240 of 601 · page 12 of 31