The AIDC Debate

The AIDC Debate

The AIDC Debate offers a timely commentary on the AI economy and the fleet of data centers that enable it, all through a sharp technical lens. Manoj Sukumaran brings hands-on experience designing data center hardware for hyperscale cloud service providers. Shen Wang contributes a deep background in smart power electronics, data center thermal management, and electrical infrastructure. Vlad Galabov adds a strategic semiconductor-industry perspective shaped by senior roles at Intel and Ciena.

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Episodes

22 episodes

  1. Will AI be the end of us? 29:22
  2. The Hidden Cost of Long Context 31:51
  3. Is AI drinking our water? 23:58
  4. Do Americans Hate Data Centers? 34:46
  5. Is there a slowdown? 46:09
  6. AI, Capacity & Community 1:11:59
  7. Direct to Chip Liquid Cooling 40:53
  8. NVIDIA GTC: Part Two 38:11
  9. NVIDIA GTC: Part One 22:31
  10. Sovereignty & The Space Race 42:09
  11. The Death of the Metaverse 33:16
  12. Trends and Truths: Part Two 23:36
  13. Trends and Truths: Part One 40:45