
Google is in talks with at least 2 China firms for liquid cooling equipment for AI data centers, Reuters reports, adding Google’s Taiwan team is leading discussions, a sign of how hard it is to find parts across the supply chain (Is Taiwan tapped out?). The team has already met with China’s Envicool, and will visit at least one other company. $Alphabet(GOOGL.US) $NVIDIA(NVDA.US) #AIservers #semiconductors #liquidcooling
Source: Dan Nystedt
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