White Paper
Cooling is the Next Revolution
The Thermal Stack's Impact on AI Factory Profitability
Research showing how Thermal Stack design directly impacts AI Factory profitability, GPU efficiency, and Tokens/Watt.
Research showing how Thermal Stack design directly impacts AI Factory profitability, GPU efficiency, and Tokens/Watt.
The world is power constrained, and energy availability will limit AI Factory growth. As AI infrastructure scales, the key performance metric is no longer simply compute capacity, but Tokens/Watt.
This research introduces the Thermal Stack and demonstrates how GPU die temperature directly impacts Tokens/Watt, AI Factory efficiency, and ultimately profitability.
The findings show that cooling infrastructure is no longer support infrastructure. It is a performance system that determines how efficiently power is converted into AI output.
A well-engineered Thermal Stack can improve AI Factory Tokens/Watt efficiency by more than 40%.
GPU package design can improve Tokens/Watt efficiency.
Thermal interface material selection can improve Tokens/Watt through lower thermal resistance.
LiquidJet DIAMOND significantly improves Tokens/Watt efficiency.
LiquidJet® DIAMOND boosts AI Factory Tokens/Watt metric by 35%.
Explore the complete analysis, engineering tradeoffs, efficiency calculations, and recommendations behind the Thermal Stack framework.
Explore how GPU die junction temperature impacts AI inference Tokens/Watt efficiency, from measured Hopper data to a projected Rubin efficiency curve.
