Mitchell Hartman
speaker
1,202 appearances
42 recordings
3 series
first heard Jan 2025
last heard 15 Sep
Mitchell Hartman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 41 in all, peaking in Jan 2026 with 7.
Appearances
Operating temperatures at the chip level, it can be as high as 70, 80 degrees Celsius.
That's about 175 degrees Fahrenheit.
And what Vinod Narayanan, who directs the Western Cooling Efficiency Center at UC Davis, is talking about is the temperatures that chips can't go over.
To keep them at that cool 175 degrees or below, you need a lot of electricity.
One way to reduce costs is to cool with water instead of air.
But in many cases, the water has to be chilled, too.
Then yesterday, NVIDIA CEO Jensen Wang dropped this detail at the computer electronics show in Las Vegas when talking about how his company's latest chips operate.
No water chillers are necessary for data centers.
Wong's comments sent HVAC company shares plunging.
Timothy Weiss is a senior research analyst at Baird.
I think it does kind of just kind of more explicitly draw out that the data center infrastructure is changing and maybe
you know, those water-cooled chillers won't have as big of a role over time in the data center than maybe they have now.
Weiss says HVAC companies are still going to have plenty of business in the near term.
In the long term, Xiaolei Ren, professor of electrical and computer engineering at UC Riverside, says chips that require less cooling will provide tangible environmental benefits.
The most immediate impact is reducing the energy, which indirectly reduces the carbon emission.
He says water use in some cases could be reduced as well if chips can be cooled by ambient temperatures.
Wren expects many of the new data centers being planned out now to use less energy than the ones we've been used to.
I'm Novosafo for Marketplace.
that is really a price point that is unaffordable for a large segment of the population.
I think the trends are consistent with what we've seen across the consumer space, where essentially higher-income consumers are doing very well and really helping support sales growth.
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