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Amazon has found its 'own way' to cool down Nvidia's AI graphics cards
Amazon has found its 'own way' to cool down Nvidia's AI graphics cards

Time of India

time5 days ago

  • Business
  • Time of India

Amazon has found its 'own way' to cool down Nvidia's AI graphics cards

Amazon's cloud division has reportedly developed its own hardware to cool next-generation Nvidia graphics cards for artificial intelligence (AI) workloads. This internal solution addresses the significant energy consumption and heat generation associated with Nvidia's GPUs, which are vital for AI workloads. Dave Brown, Vice President of Compute and Machine Learning Services at Amazon Web Services (AWS), stated in a YouTube video that commercially available cooling equipment was not suitable and building data centres with widespread liquid cooling would have taken too much time. This led Amazon to develop its methods that can better manage the heat from these power-intensive Nvidia GPUs. What the AWS VP said about these tools developed for Nvidia GPUs Talking about the cooling equipment available for AI GPUs in the video, Brown said: 'They would take up too much data centre floor space or increase water usage substantially. And while some of these solutions could work for lower volumes at other providers, they simply wouldn't be enough liquid-cooling capacity to support our scale.' So, instead of relying on conventional solutions, Amazon engineers developed the In-Row Heat Exchanger (IRHX), a cooling system that can be integrated into both existing and future data centres. Previously, these traditional air cooling methods have been sufficient for earlier Nvidia chip generations. Introducing Amazon EC2 P6e-GB200 UltraServers: Powering Frontier AI at Scale | Amazon Web Services In a blog post, Brown also confirmed that AWS customers can now access this updated infrastructure through new P6e computing instances. These new offerings support Nvidia's high-density computing architecture, particularly the GB200 NVL72, which consolidates 72 Nvidia Blackwell GPUs into a single rack for training and deploying large AI models. Previously, similar Nvidia GB200 NVL72-based clusters were available via Microsoft and CoreWeave. AWS, as the leading global cloud infrastructure provider, continues to enhance its capabilities. Amazon has a history of developing its infrastructure hardware, including custom chips for general computing and AI, along with in-house-designed storage servers and networking equipment. This approach reduces reliance on external vendors and can improve profitability. AWS posted its highest operating margin since at least 2014 during the first quarter, contributing significantly to Amazon's overall net income. Microsoft, the second-largest cloud provider, has also moved into custom hardware. In 2023, it introduced a cooling system called Sidekicks, tailored for its Maia AI chips. What Is Artificial Intelligence? Explained Simply With Real-Life Examples AI Masterclass for Students. Upskill Young Ones Today!– Join Now

AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move
AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move

Economic Times

time5 days ago

  • Business
  • Economic Times

AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move

Vertiv Stock Slips After AWS Unveils In-House Cooling Tech Stock Target Still Optimistic For Now Amazon's Game-Changing Cooling System Live Events Analyst Flags Growth Concerns A Broader AI Push by AWS FAQs (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Vertiv Holdings stocks dropped more than 6% on Thursday, reeling from a surprise announcement by Amazon Web Services that could directly threaten one of Vertiv's key revenue streams, as per a drop followed AWS's unveiling of its own custom cooling hardware designed to support Nvidia's next-gen AI chips—technology that overlaps significantly with Vertiv's offerings, as it provides liquid cooling solutions for data centers, according to an reported that according to the one-year price targets provided by 20 analysts, the average target price for Vertiv stock is $120.56, with a high estimate of $150.00 and a low estimate of $ cause of the shakeup is AWS's new In-Row Heat Exchanger (IRHX), a homegrown cooling system built to handle the extreme heat output of Nvidia's Blackwell GPUs, as per the report. These cutting-edge chips are driving a new wave of AI computing, but their power demands have created a significant thermal challenge for data center operators, according to now, companies like Vertiv have been key players in addressing those needs through advanced liquid cooling systems , as per the report. But AWS, one of the biggest cloud providers and potentially one of Vertiv's top customers, just announced it's taking matters into its own hands, according to the in collaboration with Nvidia, the IRHX system went from design to production in just 11 months, according to the report. It uses a hybrid approach, combining liquid cooling through cold plates directly on GPU chips with air-based components that help remove heat through fan-coil arrays, and is expected to deliver high-performance cooling without the space or water usage of traditional methods, as reported by vice president Dave Brown noted that standard cooling techniques "would take up too much data center floor space or increase water usage substantially," as quoted in the Intelligence analyst Mustafa Okur highlighted the potential impact on Vertiv, saying, "Amazon Web Services rolling out its own server liquid-cooling system could weigh on Vertiv's future growth prospects. Around 10% of overall sales come from liquid cooling, we calculate, and AWS may be one of the largest customers," as quoted by the timing of the announcement coincides with AWS rolling out new AI computing instances featuring Nvidia's latest chips, all supported by its custom-built Nitro infrastructure for performance monitoring and networking, according to the AWS revealed it built its own cooling tech for AI servers—potentially cutting into Vertiv's called the In-Row Heat Exchanger (IRHX), and it cools high-performance AI chips like Nvidia's Blackwell GPUs, as per the report.

AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move
AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move

Time of India

time5 days ago

  • Business
  • Time of India

AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move

Vertiv Holdings stocks dropped more than 6% on Thursday, reeling from a surprise announcement by Amazon Web Services that could directly threaten one of Vertiv's key revenue streams, as per a report. Vertiv Stock Slips After AWS Unveils In-House Cooling Tech The drop followed AWS's unveiling of its own custom cooling hardware designed to support Nvidia's next-gen AI chips—technology that overlaps significantly with Vertiv's offerings, as it provides liquid cooling solutions for data centers, according to an report. Stock Target Still Optimistic For Now by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Invierte $250 en Cervecería Nacional CFD y gana un 2° salario Mercados de Capital Undo GuruFocus reported that according to the one-year price targets provided by 20 analysts, the average target price for Vertiv stock is $120.56, with a high estimate of $150.00 and a low estimate of $82.00. Amazon's Game-Changing Cooling System Live Events The cause of the shakeup is AWS's new In-Row Heat Exchanger (IRHX), a homegrown cooling system built to handle the extreme heat output of Nvidia's Blackwell GPUs, as per the report. These cutting-edge chips are driving a new wave of AI computing, but their power demands have created a significant thermal challenge for data center operators, according to Until now, companies like Vertiv have been key players in addressing those needs through advanced liquid cooling systems , as per the report. But AWS, one of the biggest cloud providers and potentially one of Vertiv's top customers, just announced it's taking matters into its own hands, according to the report. Developed in collaboration with Nvidia, the IRHX system went from design to production in just 11 months, according to the report. It uses a hybrid approach, combining liquid cooling through cold plates directly on GPU chips with air-based components that help remove heat through fan-coil arrays, and is expected to deliver high-performance cooling without the space or water usage of traditional methods, as reported by AWS vice president Dave Brown noted that standard cooling techniques "would take up too much data center floor space or increase water usage substantially," as quoted in the report. Analyst Flags Growth Concerns Bloomberg Intelligence analyst Mustafa Okur highlighted the potential impact on Vertiv, saying, "Amazon Web Services rolling out its own server liquid-cooling system could weigh on Vertiv's future growth prospects. Around 10% of overall sales come from liquid cooling, we calculate, and AWS may be one of the largest customers," as quoted by the report. A Broader AI Push by AWS The timing of the announcement coincides with AWS rolling out new AI computing instances featuring Nvidia's latest chips, all supported by its custom-built Nitro infrastructure for performance monitoring and networking, according to the report. FAQs Why did Vertiv's stock drop this week? Because AWS revealed it built its own cooling tech for AI servers—potentially cutting into Vertiv's business. What is AWS's new cooling system? It's called the In-Row Heat Exchanger (IRHX), and it cools high-performance AI chips like Nvidia's Blackwell GPUs, as per the report.

Vertiv stock falls after AWS unveils custom cooling technology
Vertiv stock falls after AWS unveils custom cooling technology

Yahoo

time5 days ago

  • Business
  • Yahoo

Vertiv stock falls after AWS unveils custom cooling technology

-- Vertiv Holdings (NYSE:VRT) stock fell 11% Thursday, a day after Amazon Web Services (NASDAQ:AMZN) introduced its own custom cooling hardware designed specifically for Nvidia's (NASDAQ:NVDA) high-performance AI graphics processing units. AWS revealed its new In-Row Heat Exchanger (IRHX) cooling system on Wednesday, developed as an alternative to industry-standard liquid cooling solutions that companies like Vertiv provide. The custom solution allows AWS to accommodate Nvidia's heat-intensive GPU racks without requiring major data center renovations. The IRHX cooling system was designed to address the substantial thermal demands of Nvidia's latest Blackwell GPUs, which consume significant energy and generate considerable heat when running AI workloads. AWS Vice President Dave Brown explained that traditional cooling methods "would take up too much data center floor space or increase water usage substantially." Bloomberg Intelligence analyst Mustafa Okur noted the potential impact on Vertiv: "Amazon Web Services rolling out its own server liquid-cooling system could weigh on Vertiv's future growth prospects. Around 10% of overall sales come from liquid cooling, we calculate, and AWS may be one of the largest customers." AWS developed the cooling technology in partnership with Nvidia, taking just 11 months from design to production. The system combines liquid and air-based components, circulating coolant to GPU chips through cold plates while removing heat via fan-coil arrays. The cooling innovation coincides with AWS launching new computing instances that give customers access to Nvidia's most powerful AI server configurations, supported by AWS's Nitro infrastructure platform for networking and system monitoring. Related articles Vertiv stock falls after AWS unveils custom cooling technology Mizuho lifts targets on storage and memory stocks on strong AI demand HCW downgrades Coinbase to Sell, says rally has run ahead of fundamentals

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