Dan Kent
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Appearances Over Time
Podcast Appearances
So again, right place, right time and second order effects.
Stock has been an absolute monster.
The backlog is up.
81% now up to 15 billion.
They're guiding for another 35%.
Wow, it's 120 billion in market cap now.
I did not realize that.
Here I am thinking this is still a great play.
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...