Forum Topics AHL AHL Data Centre Cooling Play

Pinned straw:

Added 2 months ago

Discl: Held IRL 3.94% and in SM

This was from the end-of-week Market Index summary. Each of those data centres/buildings need industrial cooling.

Augurs well for AHL in ANZ and in Asia, I think.

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Bushmanpat
Added 2 months ago

@jcmleng I looked sat this briefly a ;little while ago after chatting with a bloke who's printing money fitting out data centres. He said liquid cooling is the goal, but it needs to be reliable. Electrical gear and a water leak don't mix well!

AHL are in data centre cooling, but using large fans. PWH seem to have a suitable liquid cooling set up, but don't mention data centres at all as a target or potential application. Liquid cooling has the added benefit of being more efficient and less energy intensive.

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Jimmy
Added 2 months ago

@jcmleng @Bushmanpat I haven't looked too closely but isn't it DUG who have a liquid cooling solution?

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jcmleng
Added 2 months ago

@Bushmanpat, @Jimmy, I actually have not got into any detail around the different approaches to DC cooling, so this was interesting. I would be highly weary about anything liquid in a DC, thats for sure - any hint of water on huge compute machines would be nasty. Given the High availability contractual obligations of a DC, would imagine that the tech needs to be very robust and proven before it becomes the norm - there is very little margin for error!

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Bushmanpat
Added 2 months ago

@Jimmy I think they have an immersion cooling product but I know nothing about it other than it's competing with direct-to-chip cooling which is almost half the cost.

It's a fast moving field though and if someone can crack the nut it's game on.

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ApplePark
Added 2 months ago

Immersion cooling is what Firmus are apparently known for in their data centre design and what’s attracted so much capital (and debt) to this Australian player. Less power and less water consumed.

AFR article today related to Firmus and like others reminded me of DUG who focus of supplying compute power directly to customers. But scepticism still valid, Firmus run an R&D facility at the moment. I’m unaware of anything commercial. DUG uses a similar idea but it’s not for data centres. Maybe it could be though?

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rh8178
Added 2 months ago

DUG do have a liquid cooling product - DUGCool - it's licensed to a US private company (BAC), although the license doesn't stop them selling it themselves. My read is that DUG Cool is an immersion technology, and their IP relates to the fluid they use (not water).

Held IRL and here.

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