Some really valuable insights from a Data Center Expert on how AI data centers ( $AMZN, $MSFT, $GOOGL, $META, $ORCL) :

1. For cooling, air is 17x less effective in removing heat than liquid.

2. When building a data center, 2/3 of the budget goes to the IT equipment, and 1/3 goes to building the data center, power, cooling, and security. Out of that 1/3, 18%- 25% are cooling products.

3. To run an AI data center, you need about 40% more power than a traditional one.

4. The trend of building data centers modularly is rising. The time to build a data center is first 1 year for all the design, land, and procurement. Once you break ground, then it is another 6-9 months.

5. He thinks that around 17% of traditional data centers now use liquid cooling, and that number will soon rise to 50% or more.

6. Besides more power, an AI data center also means an increased footprint by 40%.

7. The $META, $AMZN, $MSFT, $GOOGL, and $ORCL's of the world are building massive 1M sq. ft. data centers that draw more than 1GW of power. They are in a league of their own.