UII UPDATE 394 | AUGUST 2025
Intelligence Update

Crypto mines are turning into AI factories

The pursuit of training ever-larger generative AI models has necessitated the creation of a new class of specialized data centers — facilities that have more in common with high-performance computing (HPC) environments than traditional enterprise IT.

These data centers support very high rack densities (130 kW and above with current Nvidia rack-scale systems), direct-to-chip liquid cooling, and supersized power distribution components. This equipment is deployed at scale, in facilities that consume tens of megawatts. Delivering such dense infrastructure at this scale is not just technically complicated — it often requires doing things that have never been attempted before.

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