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This startup’s metal stacks could help solve AI’s massive heat problem

7 snips
Nov 5, 2025
The discussion dives into the cooling crisis faced by extreme GPU racks, like NVIDIA's Rubin Ultra, which draw immense power. Alloy Enterprises introduces an innovative metal stack technology that enhances liquid cooling in server components. Unlike traditional 3D printing, their method uses diffusion bonding for seamless cold plates, achieving remarkable thermal efficiency. The switch from aluminum to copper not only boosts performance but also sparks quick market interest. These solutions are poised to tackle the heat challenges of AI and data centers.
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INSIGHT

Racks Near 600 kW Create New Cooling Crisis

  • NVIDIA's upcoming Rubin Ultra GPUs could push rack power to ~600 kW, creating unprecedented cooling challenges.
  • This power density forces data centers to rethink cooling beyond existing air and partial liquid solutions.
INSIGHT

Liquid Cooling Must Reach Tiny, High-Pressure Parts

  • As rack power rises, engineers must extend liquid cooling to components like RAM and networking chips that lack solutions today.
  • Solving this requires cooling hardware that fits tight spaces and tolerates high liquid pressures.
INSIGHT

Seamless Metal Cold Plates For Tight Spaces

  • Alloy Enterprises uses additive manufacturing-style layering to create cold plates that fit tight spots and withstand high pressures.
  • Their method produces seamless, solid metal parts unlike machined or porous 3D-printed plates.
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