Patel says xAI's Memphis facility is the first large-scale water-cooled NVIDIA GPU deployment.
“this is the first deployment of NVIDIA GPUs that is water cooled. Right? Everyone else has done primarily NVIDIA GPUs that are air cooled, and next year, they'll do water cooled NVIDIA GPUs.”
“Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.”
Patel says xAI's valuation exceeds Anthropic's despite no leading model, crediting Elon and Colossus infrastructure speed.
“At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively and done it way faster than anyone else, which is building Colossus.”
Patel questions xAI's valuation exceeding Anthropic's despite lacking a leading model, crediting infrastructure execution over product.
“They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively”
Patel questions xAI's valuation exceeding Anthropic's despite no leading model, crediting only their fast Colossus infrastructure build.
“What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.”
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 credits Supermicro as first on liquid cooling with XAI's 100,000 GPU Colossus deployment, with others following.
“you guys were the first on liquid cooling with XAI's Colossus, the first large scale 100,000 GPU deployment with liquid cooling, and you've done many more since, and you were the first and everyone else has sort of followed since.”