About this transcript: This is a full AI-generated transcript of 2025 OCP EMEA Keynote - Data Center Evolution Powering the AI Revolution Sustainably (Google) from Open Compute Project, published July 18, 2026. The transcript contains 1,625 words with timestamps and was generated using Whisper AI.
"Please welcome Google Principal Engineer, Madhu Iyengar. Hello, thank you to the OCP community for inviting us to talk about this topic. We are really excited to be here. We've all heard about the explosive growth of AI and underpining this incredible growth in AI is the data center physical..."
[00:00:00] Please welcome Google Principal Engineer, Madhu Iyengar.
[00:00:08] Hello, thank you to the OCP community for inviting us to talk about this topic.
[00:00:23] We are really excited to be here.
[00:00:25] We've all heard about the explosive growth of AI and underpining this incredible growth
[00:00:33] in AI is the data center physical infrastructure.
[00:00:36] That's the power, cooling and mechanical systems that create the infrastructure for this AI
[00:00:42] on the hardware side.
[00:00:45] So before we jump into the physical infrastructure, we're going to talk a little bit about how
[00:00:50] AI is different because AI is very different from traditional compute.
[00:00:56] So Google invented the transformer in 2017, which led to the large language models.
[00:01:02] Every six months, every year, there's been more and more models that are released.
[00:01:10] And these models are computationally higher performance and require higher physical infrastructure
[00:01:18] in terms of cooling power and space.
[00:01:21] Most recently, we released a Gemini 2.5.
[00:01:25] So as you can imagine, as there's this explosive growth in AI on the computational side,
[00:01:31] there's also a major growth and huge demand on the physical infrastructure side.
[00:01:38] So what you're seeing here is a time series plot with data center power on the y-axis
[00:01:46] and time on the x-axis.
[00:01:48] This is for traditional compute for a traditional workload.
[00:01:52] These workloads are typically uncorrelated.
[00:01:54] There's large number of different workloads running at the data center.
[00:01:58] And the variations that you see are fairly nominal.
[00:02:04] What you're seeing here now is AI, and you can see it's different.
[00:02:09] That's because when you look at large-scale batch synchronous training,
[00:02:13] you have tens of thousands of chips that go from idle power all the way to a higher power state,
[00:02:20] and then they drop back down.
[00:02:22] You can have one large workload running in the whole data center.
[00:02:27] In some cases, you can have a large workload running across multiple data centers.
[00:02:31] So when you look at this side by side,
[00:02:35] you can clearly see there's a huge difference between AI/ML and traditional compute.
[00:02:40] This kind of difference in terms of how the workloads operate
[00:02:44] and what kind of burdens and challenges that impose on the physical infrastructure
[00:02:50] require new ways of doing things.
[00:02:53] There's clearly quality, reliability, and physical infrastructure implications
[00:02:59] from the chip all the way to the grid.
[00:03:02] Another area that's very different is rack power.
[00:03:06] The rack power for traditional computers changed pretty modestly over time.
[00:03:11] But in the same time duration, the rack power for AI has grown very, very dramatically.
[00:03:20] So this kind of power and power density also means that you need new ways of doing power
[00:03:25] and cooling and physical infrastructure.
[00:03:27] Google has a long history of working with OCP.
[00:03:33] It is a relationship and a collaboration we really cherish.
[00:03:37] We worked on data center facilities, sustainability,
[00:03:41] hardware management, security, storage, and many other areas.
[00:03:47] We expect to be working even more closely with OCP on AI/ML going forward.
[00:03:53] So let's talk about sustainability, quality, and reliability.
[00:04:01] Google has a sustainability goal of going net zero by 2030 in our operations and value chain.
[00:04:08] We are leading the data center facilities sustainability space within OCP.
[00:04:15] We have also co-founded the net zero incubation hub.
[00:04:18] There are two initiatives that I want to point to.
[00:04:23] One is along with our hyperscaler partners, there's been a lot of advancement in green concrete.
[00:04:31] A second item I want to provide is clean backup.
[00:04:35] This is backup energy to replace diesel generators.
[00:04:40] Both of these topics have presentations tomorrow in case you want to learn more.
[00:04:46] Coming back, we talked about how AI/ML workloads are very different from traditional compute.
[00:04:53] This plot is a similar plot, but it shows chip temperatures.
[00:04:57] As you can see, if the power is swinging from a low state to a high state and back down to a low state,
[00:05:03] the temperature is going to follow the swings.
[00:05:05] That kind of large and frequent temperature swings have pretty strong physical consequences.
[00:05:16] At Google, we're working on a full stack optimization because rather than only adapting and reacting to the workload,
[00:05:24] we also want to influence the workload to mitigate these issues.
[00:05:30] And look at the core design of the whole stack, hardware and software.
[00:05:34] ML power footprint is going to outgrow traditional compute in the coming years.
[00:05:42] The issues and challenges that I talked about around power and cooling and AI workloads,
[00:05:49] the large number of frequent swings, this is not unique to Google.
[00:05:55] Other hyperscalers and cloud providers face the same issues.
[00:05:59] So we really think there is a huge opportunity here to work across multiple stakeholders,
[00:06:04] utility providers, cooling and power equipment suppliers,
[00:06:09] hardware and software designers, ML workload developers to really forge forward.
[00:06:16] So this keynote is really a call for action for greater engagement with OCP and the AI ML community.
[00:06:25] Now let's talk about power delivery.
[00:06:28] Google championed 48 volts DC in 2016.
[00:06:32] And at the OCP summit in 2016, the community responded with a lot of collaboration around 48 volts DC.
[00:06:40] This is 48 volts DC compared to what was then the original 12 volts DC.
[00:06:46] And it created a rack infrastructure that was more efficient.
[00:06:51] And it served us very well between 10 and 100 kilowatts of rack for the compute platforms.
[00:06:57] But we think that's going to change.
[00:06:59] And here's why.
[00:07:01] There's two very clear trends in AI systems.
[00:07:06] One is we expect rack powers of greater than 500 kilowatts by 2030.
[00:07:11] The second one is there is a lot of competition for every millimeter cube of space inside the rack for XP use.
[00:07:19] Which means you're going to have to push out some of the supporting infrastructure inside the rack to be outside the rack.
[00:07:26] So because of these two trends, the first one, the 500 kilowatt plus in a rack, you're going to need higher efficiency power delivery.
[00:07:34] And the second trend of putting in more and more XPU chips inside the rack, that's going to push out some of the infrastructure.
[00:07:43] So you need something different.
[00:07:45] We're really pleased to announce the plus minus 400 volts DC.
[00:07:50] The first embodiment of this plus minus 400 volts DC is a standalone rack that's adjacent or close to the IT rack.
[00:08:01] It receives AC power, traditional AC power from the data center, converts it and supplies plus minus 400 volts DC to the IT rack.
[00:08:11] So that's the first embodiment shown.
[00:08:13] You can see it there.
[00:08:16] The reason we have chosen a plus minus 400 volts DC is because we can leverage a lot of the supply ecosystem from electrical vehicles.
[00:08:24] This architecture is expected to be about 3% more energy efficiency, energy efficient end to end.
[00:08:33] The energy efficiency comes from being able to operate at a higher voltage, which reduces the current and reduces the I2R power losses.
[00:08:41] Going forward, we expect that we would probably be looking at supplying high-voltage DC directly to the rack without this intermediate sidecar rack.
[00:08:52] At last OCP summit, Google, Meta, and Microsoft all talked about divisions for plus minus 400 volts DC.
[00:09:02] We're really happy that we're working together now since the summit.
[00:09:06] And we're going to jointly be working under the project named Mount Diablo and releasing a 0.5 spec at OCP next month.
[00:09:14] Moving on to cooling, we've talked about chip powers going from 100 watts to 1000 watts to several kilowatts.
[00:09:24] This requires a new way of cooling.
[00:09:28] Liquid cooling has emerged as the cooling methodology of choice, at least in the near term for AI.
[00:09:36] Water is a much better coolant than air.
[00:09:42] The liquid transport capabilities are 4,000 times that of air.
[00:09:47] The thermal conductivity is 30 times higher than air.
[00:09:51] And so, we are looking at liquid cooling in the coming few years as a means of cooling AI/ML systems.
[00:10:00] Google introduced liquid cooling for TPU version 3 in 2018.
[00:10:05] And then, subsequently, between version 3, version 4, all the way to version 7, called IronWood, we have refined this technology.
[00:10:16] Just as an example, for TPU version 3, the server was half the geometric volume of the air-cooled predecessor version 2.
[00:10:25] And the super pod or the supercomputer was 4 times bigger.
[00:10:29] That gives you a sense of what is possible in terms of power density and computational performance, which requires larger models and larger physical infrastructure that gets enabled with liquid cooling.
[00:10:43] We have a global footprint.
[00:10:48] And about half the data centers globally have liquid cooling enabled and liquid cooling deployed.
[00:10:52] Our implementation uses a coolant distribution rack, the CDU.
[00:10:58] And it has a lot of redundant features, including the UPS, uninterruptible power supply, to allow for much higher availability.
[00:11:08] The coolant distribution unit separates the IT rack loop from the CDU loop.
[00:11:16] And it provides for a much higher performance liquid cooling loop.
[00:11:22] This is an embodiment of our fourth generation of liquid cooling.
[00:11:29] It's called Project Dishutes.
[00:11:31] Google has deployed about a gigawatt of liquid cooling across 2,000 TPU pods at an unprecedented and remarkable uptime of 99.999%.
[00:11:43] So we really think we need to enable the industry.
[00:11:47] And to do that, we're going to be releasing Dishutes next version, which is version 5 spec.
[00:11:56] And it's going to be the design, the spec, as well as our best practices.
[00:12:03] So right before I finish, I want to just show you this animation of this design that's in flight that we're going to be releasing to OCP.
[00:12:12] And I want to be, I want to talk about how excited we are to engage with OCP on sustainability, on power delivery.
[00:12:23] And hope that the community will embrace our project issues.
[00:12:28] And we can learn from the community as we jointly take this AI/ML physical infrastructure forward.
[00:12:35] Thank you.