TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 1:11 · $RADIANT · Designing Data Centers for 400kW GPU Racks | Researcher Conversations at GTC
episode briefing
SemiAnalysis

Designing Data Centers for 400kW GPU Racks | Researcher Conversations at GTC

2026-06-11 · 3 company · 4 thematic
sentiment
2 bull0 bear1 neu
speakers
patrick o'shaughnessy

Founder of the investment firm Positive Sum and host of Invest Like the Best. He also created the Colossus network of business and investing podcasts.

quote
“Radiant's is is is a new venture, right? It's been uh it's built around, you know, four key, you know, pillars. You know, the the the software platform is one, the compute is is very important because, you know, this is the the the underly…”
—patrick o'shaughnessy
now playing · $RADIANT
$RADIANTbullish· high· pospatrick o'shaughnessy
Radiant launches as neo-cloud with vertical integration, targeting 12-month greenfield-to-production timeline
Radiant combines a comprehensive software platform (Radiant Cloud OS), access to hundreds of megawatts of sites via Brookfield merger, and vertical integration to deliver bare-met…
$NVDA···neutral· mediumpatrick o'shaughnessy
Radiant to deploy Nvidia Rubin architecture with 400kW GPU racks by January 2027
Radiant plans to fill its global data center sites with Nvidia's upcoming Rubin architecture, targeting 400kW GPU rack deployments as early as January 2027, signaling strong deman…
$BN···bullish· highpatrick o'shaughnessy
Radiant merger with Brookfield unlocks land, power, and capital for rapid data center deployment
The merger with Brookfield provides Radiant with greenfield sites with planning permission, power plants for behind-the-meter generation, and capital to deploy AI infrastructure i…