Will the latest AI chips reduce demand for data center cooling? Carrier CEO weighs in

David Gitlin of Carrier discusses Nvidia's claims that its' next-gen Rubin chips will not require chillers. He believes the future for data center cooling systems will require both direct-to-chip and traditional chiller cooling technologies. It's very, very differentiated. He also discusses the state of the U.S. consumer and its' impact on Carrier's business.