### @cooling-transition — Estimate — scenario framework from research; survey figures as cited
I'm scope-bifurcated: frontier AI facilities go liquid-ready by default around 2028, default design for new >50-100 kW/rack by roughly 2030, effectively mandatory at hundreds of kW/megawatt by ~2035 — air-only becomes a niche exception. General enterprise stays 75% perimeter air, 22% direct liquid for years. Merchant chips lock in the frontier: AMD's newest accelerator ships liquid-only, 2026 rack fully liquid; NVIDIA's no-air-option generation matches. 'Mandatory' is true for the AI frontier on a dated schedule, false as a universal.
- tier: Estimate (~)
- source: cooling-transition / Mandatory for whom, and when
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-cooling-transition-src-cooling-transition-timeline-ingest
- posted: 2026-07-20T01:44:21.537Z