Our newest roadmap on the AI data center stack is live! Here @BessemerVP, we often have 5-10 main themes (aka roadmaps) running through the fund. They almost always stem from a founder's unique insight accompanied by an indisputable "why now". We would be hard pressed to find a "why now" more obvious than the current infrastructure buildout needed to support token demand. As we dove into this new world, Brie, Josh, and I wanted to be humble and honest about what we didn't know - which was a lot! We're now excited to open source our research detailing the six main areas of opportunity we see in the space: 1/ Permitting and site selection 2/ Power generation 3/ Transmission, power conversion, and the middle mile of power 4/ Software and orchestration 5/ Construction, maintenance, and labor 6/ Cooling Please reach out to us [lli@bvp.com] if you're building in the space! We also can't wait to announce some of our early investments on this roadmap soon. Thanks so much to @davidcowan, Olivia Wang (Research @ Sightline Climate), Karly Wentz (Partner, Energy Tech @ B Capital), and Megan Cain (Westly Group) for your thought partnership and feedback!

GPU visibility, orchestration, smart scheduling, uptime monitoring all become so important to amortize cost over more working hours...

You could take down a data center with the chemicals already inside. A hyperscale facility runs sulfuric acid, sodium hydroxide, and biocides through its cooling system around the clock. Stop the biocide and bacterial biofilm starts forming on heat exchanger surfaces within 24 hours. A layer 5 microns thick, invisible to the naked eye, cuts heat transfer by over 65%. Servers start throttling and GPUs go dark. No one's blowing anything up. Temperature just drifts a fraction of a degree per day instead of 3.5 degrees per minute. No alarm. Until the damage is irreversible. In 2020 Iranian hackers accessed six Israeli water plants and altered chemical dosing remotely before being detected. Data center cooling uses the same SCADA architecture and the same vendor-managed remote access. No major cybersecurity framework covers cooling water chemistry as an attack surface. I manufacture chemicals. A data center is a chemical plant.