20100thibault

https://www.naddod.com/products/18224.html that's the 2018 200g standard at over 1000$ a meter. Can't find public pricing but the new 400/800 gb/s are more expensive!

A couple of interesting factors leading to liquid cooling in the commercial market (always been prominent in the top 500) and why I think this time it’s different.

First, we are designing smaller transistor leading to leakage and thus increasing chip thermal design power (TDP). We are also using bigger chips and chiplets also increasing TDP.

TDP on a GPU went from 200w to 1 kW in the past 5 years and even CPU are now close to 500w. At 25k a pop avoiding throttling due to heat restriction is a must and is becoming incredibly hard with air cooling as air is an amazing insulator.

Second, networking is extremely expensive with the cost of top-end InfiniBand cable close to 1000$ a foot. This means you want to cram your CPU /GPU as close as possible to keep the connection electrical if possible and minimize optical cable lengths. This also decreases latency and increase cluster performance. On a 50 000 cable deployment, the saving can be … significant.

Third, we are now seeing the emergence of foundational model that requires government lab levels of interconnected compute. This is a new paradigm in the private sector and consume power in the 20-30 MW range. An increase in efficiency of 10% (from 1.2 to 1.1 PUE) brings huge saving on the power cost side plus important environmental benefits. It also becomes much easier to recuperate heat.

That’s why we’re seeing major announcement at OCP i.e. meta going the liquid cooling way.

I personally believe that’s where things are going and we are building a facility to optimize for the above points: https://www.qscale.com/

Www.qscale.com recuperate heat for 100+ Football field of greenhouse in North America And FYI a properly designed liquid cooling facility is cheaper and more efficient then an air cooled one. Hopefully everything will switch to liquid cooling just like car engines are all liquid cooled !

Liquid cooling also enables heat recovery and free cooling all year long. Here's a project using liquid cooling to recover energy from Data centers to heat greenhouses. https://www.qscale.com/

Also Interested to hear about it, seems like the distance things kill the networking part...

This is clearly a proof of concept not a con ...

He's founded tesla and SolarCity with that objective in mind and almost went bankrupt in the process...

Simply due to their firewall...

You could still get them to believe you can fly

I would definitively read your blog, thanks for posting

I think this is good case of Black Swan (it would be highly improbable the same problem hit all the companies in a diversified portfolio but could happen a la hearthbleed). There's an extremely insightful book written on the subject (the black swan by Mr Taleb). Wich I do recommend.

Discounted cashflow = bullshit used to rationalize the sale price ( it can have some use in super long term predictable business like real estate with 10 year lease and well diversified tenants)

Hope this was helpfull

I would recommend reading ultimates sales machine by Chet Holmes it cover the hiring aspect as well as the process of sales this book as been a game changer for me

I find it quite unbelievable that this is an actual quote from buffet... With any basic knowledge of statistics you know that 125 isn't ordinary intelligence ...

I'm wondering what's the efficiency (speed) limit on ducted fan relative to altitude for the electric airplane concept. Would like to have some data on it

I would recommend reading ray dalio's principle as a complimentary to munger's writing

http://www.bwater.com/Uploads/FileManager/Principles/Bridgew...

Both changed my life

Good luck

because the quality of the content, not the source, determine the number of upvote

shall we have a new rule, your business is the average of the 5 closest business in the same domain ? ;)

yeah thanks for the link I posted via the Y plugin and sites seems to be down ... sorry for broken link

It's nice to know the "reality distortion field" can, and has been learned.