Locator: 48751CLAUDE.
Locator: 48751AI.
Locator: 48748AI.
AI runs on:
- concrete: railroads --> time for a transcontinental railroad company
- copper: railroads --> time for a transcontinental railroad company
- natural gas: pipelines --> utilities --> electricity --> the grid
- Texas electricity demand will grow 5x the national average, link here.
- cooling: Trane, Chart Industries (soon to be Baker Hughes subsidiary)
Cooling: what companies provide industrial cooling for large data centers, like Stargate?
- Vertiv
- estimated to hold ~ 25% market share in high-density cooling partnerships with giants like AWS and MSFT
- Schneider Electric
- EcoStruxure
- known for integrated rack designs with immersive liquid cooling support
- Stulz
- specializes in hybrid air-liquid cooling, such as the CyberCool 2 series
- targets mid-density AI deployments (20 - 40 kW / rack) with strong retrofit flexibility in legacy centers
- capable of achieving PUEs as low 1.1 - 1.2 in cooler climates
- Delta Electronics
- focused on indirect liquid cooling (ILC) for GPU-dense racks, with ORV3-compliant systems
- claims: ~ 40% share of China's liquid cooling market for AI data centers
- specialized AI cooling vendors
- Boyd Corporation
- Flex / JetCool
- immersion and emerging cooling innovators
- Liquid Stack
- Submer
- Asperitas
- Iceotope
- USystems
- Asetek
- AI-powered cooling and automation
- Vigilent (via Siemens)
- Huawei's iCooling @AI
- Araner (Italian)
Electricity: Texas and mid-Atlantic.
Copper: how much copper will the average Stargate large data center require? ChatGPT:
Even a single Stargate AI data center requires several thousand tonnes of copper—making it one of the most copper-intensive industrial infrastructures on the planet. When fully scaled, the Stargate initiative could represent a sizeable fraction of global copper consumption.
Also from ChatGPT:
A 100-car freight train loaded with refined copper can carry ~ 9,000 metric tons of copper. That's roughly enough to supply 1 - 2 hyperscale data centers, or ~ 15% of the copper needed for a full 1.2 GW Stargate site.
MAGA:
