First up: power delivery. Standardize power delivery and management.

Next up: cooling. Can we standardize layouts while still allowing for innovation?

OCP even encouraging standardization of server halls

Sustainability is still top of mind too.

$GOOG encouraging the system designers in the building to use AI for systems design too. #OCPSummit2025

$AMD Helios. This one is like a big vending machine. Token vending machine.

$META likes big racks. With $AMD MI450 inside

$META teasing a rack of liquid-cooled, networking rack. Packed with tons of network switches. Liquid cooled!

If there’s ever a good time to launch an external foundry, it’s now. Industry demand is high. $INTC

A tidy $CRDO NVL576 Kyber demo. Lots of AECs per rack. Compute rack left, switch rack right. Good serviceability.

“A lot of attention is given to compute, memory and networking in an AI data center. What gets less attention is the design of high capacity storage for AI workloads.”

Bullish Thomas Kurian $GOOG

I would definitely subscribe. And $GOOG would even MORE of my data and attention for advertising. No reason they couldn’t still advertise to me when I have purchase intent eg when asking Gemini

Robotics will have a lot of analog content, especially for the all important hands. $TXN $ADI $NXPI $STM