Anthropic · Cerebras · Alibaba · OpenAI · Nvidia · AMD · The Register
Nvidia can only sell as many GPUs as there are datacenters to put them
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Up until 2024, most Nvidia’s systems were air-cooled.
Key facts
- With Nvidia’s Rubin generation of GPUs, air-cooled GPUs may as well be a thing of the past, at least in the HGX and NVL-style form factors that power most AI training and inference deployments today
- Nvidia’s investment in Cloverleaf is the latest example of how the GPU slinger is using the circular AI economy to its advantage
- Founded in 2024, Cloverleaf specializes in laying the literal foundations, by which they mean the land and power, necessary to build bit barns so they can be leased by the cloud providers and model
- Up until 2024, most Nvidia’s systems were air-cooled
Summary
Nv's new chips need new datacenters, but you can't have bit barns without power. Nvidia has made its fortune on the AI boom, but the company has a problem. Thus, the AI arms dealer has been forced to play a game of Whac-a-Mole, shoring up the foundations of its empire by investing its spoils into ensuring its customers don’t stop buying. The latest example of this came Friday, when Nvidia announced it’d become a minority investor in Cloverleaf. Founded in 2024, Cloverleaf specializes in laying the literal foundations, by which they mean the land and power, necessary to build bit barns so they can be leased by the cloud providers and model devs that pay the bills for Nvidia’s hardware.