Patel says without Supermicro's liquid cooling, xAI would consume 30% more power or deploy 30% fewer GPUs.
“And if the liquid cooling solution from Super Micro didn't exist, then those servers would be consuming 30% more power. Right?”
Patel reports Amazon's CPU server installations have tripled year-on-year with no capacity remaining anywhere.
“So then you've just seen everyone run out of CPUs, Amazon's volumes on CPUs, of CPU servers they're installing have three x year on year, right, from this year versus last year.”