Xin Lang Ke Ji·2025-12-12 11:22Core Viewpoint - Nvidia is providing its latest generation Blackwell chips to Microsoft for data centers, but there are concerns about the efficiency of Microsoft's cooling systems, which may be wasteful despite offering good resilience and fault tolerance [1]. Group 1: Nvidia and Microsoft Collaboration - Nvidia is deploying GB200 Blackwell systems for Microsoft, which is a major partner and investor in OpenAI [1]. - The installation includes two sets of GB200 NVL72 racks, each equipped with 72 Nvidia GPUs, highlighting the high-density GPU array's significant heat generation [1]. Group 2: Cooling Systems and Efficiency - The cooling method used by Microsoft involves liquid cooling for the servers, but the overall building cooling system appears to be inefficient due to its large scale and reliance on air cooling instead of water cooling [2]. - Air cooling consumes more energy but does not use water, which can raise public concerns about water resource management [2]. Group 3: Performance and Infrastructure - The Fairwater data center, consisting of interconnected Nvidia GB200 clusters, is designed to deliver ten times the performance of the fastest supercomputer currently available, enabling unprecedented levels of AI training and inference workloads [3]. - Fairwater employs a liquid-cooled closed-loop system that requires no water for operations after construction and matches all energy consumption with renewable sources [4][5]. Group 4: Expansion and Community Engagement - Fairwater is one of several similar sites being developed across over 70 regions, with multiple identical data centers under construction in the US, supporting AI infrastructure in more than 100 data centers globally [6][7]. - The company aims to integrate compute, network, and storage into a highly scaled cluster while designing closed-loop energy systems to meet real-world computing needs, and is committed to sustainable practices that create jobs and expand opportunities in local communities [8].