The era of data center air cooling is dead. Overstatement? No, I don't think it is. If you haven't visited it yet, take a look at our analysis of system power trends (LINK) in the wake of the rush to AI. Here's a quick review:
TDPs for performance oriented CPUs are in the 300-350 watt range today. In the next year or so, both AMD and Intel will have top SKUs with TDPs of 500 watts. Today's DDR5 high-end memory is also power hungry with server-grade 64GB and 128GB RDIMMs consuming 10 and 15 watts respectively. Doing the math, this means up to an additional 320 or 480 watts of power (and heat) per server. Add in another 100 watts or so for network cards, local storage, etc.
So a 2U high performance server next year could consume 1,580 watts. Put 20 of them in a 42U rack and you get a whopping 31kW (31,600 watts to be more precise) power draw per rack. And remember that computing components are extremely efficient at converting electricity to heat. This will absolutely overwhelm air cooling.
But we're entering the Age of AI and soon we'll see the majority of applications and/or workflows sport of machine learning or inferencing features, driving up compute intensity. This means accelerators, and plenty of them. Today's Nvidia GPUs consume 400 watts each in their base performance PCIe trim and up to 700 watts with the much faster NVLink interface. AMD's current MI300 GPU line can consume up to 760 watts and their just announced MI325x GPU will hit 1,000 watts. Intel's Gaudi 3 accelerator, which is great for LLMs, is at 1,200 and their upcoming Falcon Shores GPU will eat 1,500 watts each. And, again, you'll need multiples of whatever flavor you decide to use. More power equals more heat that you'll have to get rid of.
This is why you won't be able to exclusively rely on air cooling anymore. You will have to move to liquid cooling in some form or other. You could outsource all of your IT to a third party or a cloud, but there are very significant cost, flexibility, and other concerns that need to be rigorously examined. That said, let's take a look at liquid cooling technology and how it works.
Example of sitting in front of an air conditioner vs jumping into a lake vs standing in a river. This is how liquid cooling works in a broad sense. Different types:
DLC: explain water blocks and where blocks can be located, how this can remove anywhere from 80% to 95% of system heat., manifolds, quick disconnects, two separate loops of liquid, one that circulates through the system (chemically treated maybe?) and one that transfers the heat out of the building, "free cooling" through roof top dry coolers, then chillers if they need it even colder (they might not, depending on ambient). Talk about 'approach temp' and output temperature. Single phase vs 2 phase. how there is monitoring for temperatures, flow rates, and how it can be controlled. Require any server modifications? Fans go away, talk fan power draw. what it does for density, frees up real estate. Also all in one liquid cooling - only good for small systems plus you're still dealing with the heat via air conditioning.
ADIABATIC COOLING - NEW
Immersive Cooling: how it works, liquids, server modifications, density, frees up real estate, gets rid of nearly 100% of heat.
Rear door heat exchangers
Costs, TCO, Benefits: see docs from vendors ASHRAE on this.
Introduce Vendor table
Main LOB | Company | Cooling Technology | Product Type or Range | Geographies Served | Founded | HQ Location | Employee Count |
---|---|---|---|---|---|---|---|
Cooling Specialist | DLC | Cold plates, modular enclosures, radiators, pumps, manufacturer, customization | Worldwide | 2003 | Germany, EU | 400 | |
Cooling Specialist | (Click here for Deep Dive) |
DLC | CDU, cold plates, rack/server manifolds, negative pressure, water quality control | Worldwide | 2011 | California, US | ?? |
Cooling Specialist | (Click for Deep Dive) |
DLC/RDHx | CDUs, cold plates, manifolds, SFN, services, rear door heat exchangers (manufacturers?) | Worldwide | 2001 | Calgary, Canada | 248 |
Cooling Specialist | (Click here for Deep Dive) |
DLC and immersion | CDUs, Cold plates (DLC), immersion enclosures (multiple size, stacking), manifolds, dry coolers, custom full solutions | Worldwide | 2016? | Warsaw, Poland | 50?? |
Cooling Specialist |
(Click here for Deep Dive) |
Hybrid liquid cooling | Liquid cooled rack enclosure, modular approach, retrofit or new installations, no modifications to existing equipment | Worldwide | 2011 | California, US | 30?? |
Cooling Specialist | (Click here for Deep Dive) |
Immersion | Immersion enclosure, quad/dual 42U racks (plus 8 dry space), up to 368 kW dissipation, underfloor CDU option | Worldwide | 2009 | Texas, US | 75?? |
Cooling Specialist |
(Click for Deep Dive) |
Hybrid liquid cooling | "Precision Liquid Cooling", micro pumps drizzling liquid over hot components | Worldwide | 2005 | Sheffield, UK | 100?? |
Cooling Specialist | (Click here for Deep Dive) |
DLC | Self-contained microconvective cold plate solutions | Worldwide | 2019 | Mass., US | ?? |
Cooling Specialist | (Click here for Deep Dive) |
DLC/RDHx | CDUs, cold plates, manifolds, rear door heat exchangers, dry coolers, chillers | Worldwide | 1952 | New York, US | ?? |
Cooling Specialist | (Click here for Deep Dive) |
Immersion | Immersion enclosures, pumps, rack, up to 47u per enclosure, dissipates up to 361 kW | Worldwide | 2015 | Spain, EU | 350? |
Cooling Specialist |
(Click here for Deep Dive) |
DLC?? | CDUs from 70kW to 1,368 kW, indoor chillers, air to liquid conversions or hybrids, dry coolers, evaporative coolers (dry, wet, or wet refrigerated), rear door heat exchangers | Worldwide | 1946 | Ohio, US | 27,000 |
Cooling Specialist |
(Click here for Deep Dive) |
Two Phase DLC | Two phase, closed-loop DLC, manifolds, in-rack heat rejection units | Worldwide | 2016 | California, US | 50?? |
CPU/GPU vendor/ designer | (Click here for Deep Dive) |
Cooling R&D | CPU and GPU vendor, engages in cooling research & development, plus working with nearly all cooling providers in some capacity. | Worldwide | 1969 | California, US | 36,000 |
CPU/GPU vendor/ designer | (Click here for Deep Dive) |
Cooling R&D | CPU and GPU vendor, engages in cooling research & development, plus working with nearly all cooling providers in some capacity. | Worldwide | 1968 | California, US | 110,000 |
System Design/ Integration | (Click here for Deep Dive) |
Through partners | AIO server-based models, plus full DLC systems, and rear door heat exchangers. Immersion research with Intel. | Worldwide | 1984 | Texas, US | 120,000 |
System Design/ Integration | (Click here for Deep Dive) |
Through partners | DLC, hot water cooling | Worldwide | 2023 (formerly Atos) | France, EU | 19,0000 |
System Design/ Integration | (Click here for Deep Dive) |
Through partners | DLC, rumored immersive | Worldwide | 1935 | Tokyo, Japan | 124,000 |
System Design/ Integration | (Click here for Deep Dive) |
OEM and partners | DLC and immersive servers plus installation | Worldwide | 1986 | Taipei City, Taiwan | 2,040 |
System Design/ Integration | (Click here for Deep Dive) |
Through partners | AIO in-server liquid cooling plus DLC and immersion via partners | Worldwide | 2015 (formerly Hewlett Packard) | Texas, US | 62,000 |
System Design/ Integration | (Click here for Deep Dive) |
Immersion ready systems | High density immersion-ready GPU systems, custom designs | Worldwide | 1984 | Quebec, Canada | 700 |
System Design/ Integration |
(Click here for Deep Dive) |
In-house designed Neptune LAC/DLC/ RDHx | Liquid Assisted Cooling, RDHx, DLC. Comprehensive DLC including CPU/GPU, memory, power supplies and some motherboard ASICs to fully eliminate need for system fans. | Wordwide | 1984 | North Carolina, US/China | 41,000 |
System Design/ Integration |
(Click here for Deep Dive) |
Through partners | Data center GPUs equipped with water blocks. Future plans indicate Nvidia working with partners to develop a combination of two phase DLC plus immersion for maximize cooling potential. | Worldwide | 1993 | California, US | 34,000 |
System Design/ Integration |
(Click here for Deep Dive) |
Through partners | Supports both DLC and immersion, works with an array of partners. Provides liquid ready systems. | Worldwide | 1999 | California, US | 400? |
System Design/ Integration | (Click here for Deep Dive |
In-house designed DLC | CDUs, 100kW dissipation each, manifolds, cold plates, facility liquid cooling tower, goal is to provide a "turn key" systems w/ liquid cooling solution. | Worldwide | 1993 | California, US | 5,126 |
System Design/ Integration | (Click here for Deep Dive) |
Through partners | Supports DLC, immersion, some research activity | Worldwide | 1990 | Missouri, US | 10,000 |