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iMiller Public Relations (iMPR) @iMillerPR
AI is transforming how data centers are cooled. On the latest @CoolVectorMedia podcast, Josh Claman, CEO of @AccelsiusATX, discusses why two-phase liquid cooling is key for AI's future. Listen: https://t.co/62a39DChpg #AI #LiquidCooling #DataCenters #iMPR #Accelsius
iMillerPR's tweet photo. AI is transforming how data centers are cooled. On the latest @CoolVectorMedia podcast, Josh Claman, CEO of @AccelsiusATX, discusses why two-phase liquid cooling is key for AI's future. Listen: https://t.co/62a39DChpg #AI #LiquidCooling #DataCenters #iMPR #Accelsius https://t.co/FMmMVEzDRF
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Jacob Kim Verified account @kuretide
$INV #AccelsiusπŸ“ˆ λ²„ν‹°λΈŒμ˜ λͺ©ν‘œκ°€κ°€ 상ν–₯λ˜μ—ˆλ‹€λ©΄, λ™μ’…μ—…κ³„μ˜ JCI @johnsoncontrols μ—­μ‹œ μ§€μ†μ μœΌλ‘œ 상ν–₯될 κ°€λŠ₯성이 있으며, JCI 데이터센터 End to End 냉각 μ†”λ£¨μ…˜μ˜ ν•œ 좕을 λ‹΄λ‹Ήν•˜κ²Œ 될 @AccelsiusATX 의 $INV μ—­μ‹œ λͺ©ν‘œκ°€κ°€ 상ν–₯될 것 κ°™λ‹€λŠ” 희망 회둜🀭
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λ¦¬μ–ΌμΉ˜ν‚¨λ³΄μ΄ Verified account @RealChickenBoy9
Citi, 'λ²„ν‹°λΈŒ' λͺ©ν‘œκ°€ 상ν–₯ $286β†’$340
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kuretide's profile image
Jacob Kim Verified account @kuretide
$INV #Accelsius Accelsiusκ°€ λ°μ΄ν„°μ„Όν„°μ˜ λ”œλ ˆλ§ˆλ₯Ό λλ‚΄λŠ” 이유 데이터센터 μ—…κ³„λŠ” μ§€κΈˆ μ‹¬κ°ν•œ κ°ˆλ¦ΌκΈΈμ— μ„œ μžˆμŠ΅λ‹ˆλ‹€. ν•œμͺ½μ—λŠ” AIκ°€ μš”κ΅¬ν•˜λŠ” 압도적인 μ„±λŠ₯이 있고, λ‹€λ₯Έ ν•œμͺ½μ—λŠ” μ—λ„ˆμ§€ μœ„κΈ°μ™€ 지역 μ‚¬νšŒμ˜ 반발둜 λŒ€ν‘œλ˜λŠ” 지속 κ°€λŠ₯μ„±μ˜ μš”κ΅¬κ°€ μžˆμŠ΅λ‹ˆλ‹€. μ‹€μ œλ‘œ λ―Έκ΅­μ—μ„œλ§Œ $640μ–΅ 규λͺ¨μ˜ 데이터센터 ν”„λ‘œμ νŠΈκ°€ 지역 μ£Όλ―Όλ“€μ˜ λ°˜λŒ€λ‘œ λ§‰νžˆκ±°λ‚˜ μ§€μ—°λœ μƒν™©μž…λ‹ˆλ‹€. 이것은 λ‹¨μˆœν•œ 기술 λ¬Έμ œκ°€ μ•„λ‹™λ‹ˆλ‹€. μ‚°μ—…μ˜ 쑴속을 μœ„ν˜‘ν•˜λŠ” ꡬ쑰적 μœ„κΈ°μž…λ‹ˆλ‹€. 기쑴의 단상 직접 μΉ© 냉각(1P D2C)은 이 두 가지λ₯Ό λ™μ‹œμ— ν•΄κ²°ν•˜μ§€ λͺ»ν•©λ‹ˆλ‹€. μ„±λŠ₯을 κ·ΉλŒ€ν™”ν•˜λ €λ©΄ 더 μ°¨κ°€μš΄ μ‹œμ„€μˆ˜λ₯Ό 써야 ν•˜κ³ , 그러면 μ—λ„ˆμ§€ λΉ„μš©μ΄ μΉ˜μ†ŸμŠ΅λ‹ˆλ‹€. λ°˜λŒ€λ‘œ μ—λ„ˆμ§€λ₯Ό 아끼렀면 더 λ”°λœ»ν•œ 물을 써야 ν•˜κ³ , 그러면 GPU μ„±λŠ₯이 μ €ν•˜λ  μœ„ν—˜μ΄ μƒκΉλ‹ˆλ‹€. AI μ›Œν¬λ‘œλ“œ 특유의 κΈ‰κ²©ν•œ μ „λ ₯ λ³€λ™κΉŒμ§€ 더해지면 μš΄μ˜μžλ“€μ€ 항상 μ΅œμ•…μ˜ 상황을 κ°€μ •ν•˜κ³  μ‹œμŠ€ν…œμ„ μ„€μ •ν•  μˆ˜λ°–μ— μ—†μŠ΅λ‹ˆλ‹€. 이것이 단상 냉각이 가진 근본적인 ν•œκ³„μž…λ‹ˆλ‹€. Accelsius의 2상 직접 μΉ© 냉각(2P D2C)은 이 λ”œλ ˆλ§ˆλ₯Ό ꡬ쑰적으둜 μ œκ±°ν•©λ‹ˆλ‹€. 핡심은 λƒ‰λ§€μ˜ 상변화에 μžˆμŠ΅λ‹ˆλ‹€. 2상 냉각은 μœ μ „μ²΄ 냉맀가 μ•‘μ²΄μ—μ„œ 기체둜 λ“λŠ” κ³Όμ •μ—μ„œ 열을 ν‘μˆ˜ν•©λ‹ˆλ‹€. λ“λŠ” μ˜¨λ„λŠ” 항상 μΌμ •ν•˜κΈ° λ•Œλ¬Έμ— μΉ© ν‘œλ©΄ μ˜¨λ„λ„ μΌμ •ν•˜κ²Œ μœ μ§€λ©λ‹ˆλ‹€. AI μ›Œν¬λ‘œλ“œκ°€ κ°‘μžκΈ° 폭증해도 6~8λ„μ˜ μ—¬μœ  ꡬ간이 μžˆμ–΄ GPU μ„±λŠ₯ μ €ν•˜ 없이 ν‘μˆ˜ν•  수 μžˆμŠ΅λ‹ˆλ‹€. λ‹¨μƒμ²˜λŸΌ μ΅œμ•…μ˜ 상황을 κ°€μ •ν•œ 섀정이 ν•„μš” μ—†λ‹€λŠ” μ˜λ―Έμž…λ‹ˆλ‹€. 수치둜 보면 λ”μš± λͺ…ν™•ν•©λ‹ˆλ‹€. Jacobs Engineering과의 곡동 연ꡬ에 λ”°λ₯΄λ©΄ 2P D2CλŠ” 단상 λŒ€λΉ„ μ—°κ°„ μš΄μ˜λΉ„λ₯Ό μ΅œλŒ€ 35% μ ˆκ°ν•©λ‹ˆλ‹€. 싱가포λ₯΄ κΈ°μ€€μœΌλ‘œ ASHRAE 뢄석을 μ μš©ν•˜λ©΄ 2P D2CλŠ” μ—°κ°„ 97%의 μ‹œκ°„ λ™μ•ˆ μžμ—° 냉각이 κ°€λŠ₯ν•œ 반면, 단상은 24%에 λΆˆκ³Όν•©λ‹ˆλ‹€. 같은 μ„±λŠ₯을 μœ μ§€ν•˜λ©΄μ„œ μ—λ„ˆμ§€ λΉ„μš©μ„ 이 μ •λ„λ‘œ 쀄일 수 μžˆλ‹€λ©΄ 이것은 선택이 μ•„λ‹ˆλΌ ν•„μˆ˜μž…λ‹ˆλ‹€. 투자자 κ΄€μ μ—μ„œ 이 기술이 κ°€μ§€λŠ” μ˜λ―ΈλŠ” λΆ„λͺ…ν•©λ‹ˆλ‹€. 단상과 2μƒμ˜ μ°¨μ΄λŠ” λ‹¨μˆœνžˆ 기술적 μš°μ—΄μ˜ λ¬Έμ œκ°€ μ•„λ‹™λ‹ˆλ‹€. 데이터센터 μš΄μ˜μžκ°€ μ§λ©΄ν•œ κ°€μž₯ 근본적인 λ”œλ ˆλ§ˆ, 즉 μ„±λŠ₯κ³Ό 지속 κ°€λŠ₯μ„± μ‚¬μ΄μ˜ κ°•μ œμ  선택을 μ›μ²œμ μœΌλ‘œ μ œκ±°ν•˜λŠλƒμ˜ λ¬Έμ œμž…λ‹ˆλ‹€. 이 문제λ₯Ό ν•΄κ²°ν•˜λŠ” κΈ°μˆ μ€ μ‹œμž₯μ—μ„œ 프리미엄을 받을 μˆ˜λ°–μ— μ—†μŠ΅λ‹ˆλ‹€. NVIDIAκ°€ μ°¨μ„ΈλŒ€ Vera Rubin ν”Œλž«νΌμ„ μ „λ©΄ μ•‘μ²΄λƒ‰κ°μœΌλ‘œ μ„€κ³„ν•œ 것은 μš°μ—°μ΄ μ•„λ‹™λ‹ˆλ‹€. μΉ© μ „λ ₯이 μ†ŒμΌ“λ‹Ή 2,000Wλ₯Ό λ„˜μ–΄μ„œλŠ” μ‹œλŒ€μ—λŠ” λ‹¨μƒμ˜ 물리적 ν•œκ³„κ°€ λͺ…ν™•ν•˜κΈ° λ•Œλ¬Έμž…λ‹ˆλ‹€. AccelsiusλŠ” λ°”λ‘œ κ·Έ ν•œκ³„κ°€ μ‹œμž‘λ˜λŠ” 지점에 μ •ν™•νžˆ μ„œ μžˆμŠ΅λ‹ˆλ‹€. μ„±λŠ₯κ³Ό 지속 κ°€λŠ₯μ„± 쀑 ν•˜λ‚˜λ₯Ό 선택해야 ν–ˆλ˜ μ‹œλŒ€λŠ” λλ‚˜κ³  μžˆμŠ΅λ‹ˆλ‹€. κ·Έ μ „ν™˜μ μ—μ„œ κ°€μž₯ 잘 μ€€λΉ„λœ 기업이 Accelsiusμž…λ‹ˆλ‹€.
AccelsiusATX's profile image
Accelsius @AccelsiusATX
Welcome to the Weekend Cooldown! Here, you'll find deep dives on the latest advances in liquid cooling. Our first article discusses cooling that bridges the divide between a data center's performance demands and sustainability initiatives. READ HERE: https://t.co/QpxGoCAq3v
AccelsiusATX's tweet photo. Welcome to the Weekend Cooldown! Here, you'll find deep dives on the latest advances in liquid cooling. Our first article discusses cooling that bridges the divide between a data center's performance demands and sustainability initiatives. READ HERE: https://t.co/QpxGoCAq3v https://t.co/gBQtQvx0mr
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DataCenterWorld @DataCenterWorld
We are excited to welcome Accelsius as a Platinum Sponsor at Data Center World 2026! Join us April 21-23, 2026, at the Walter E. Washington Convention Center, in Washington, D.C. See you there! #DataCenterWorld #Accelsius More Here: https://t.co/0mcsIkOZjS
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