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Hello everyone.

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Welcome to the next podcast

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From Research to Reality,
I have a great honor

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and pleasure to host Jason Zeiler.

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Hello, Jason, Great to meet you.

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Jason is the product manager of Liquid
Cooling and Next Generation

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Infrastructure.

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And this is the first time we're bringing
in someone who is product manager.

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We've done largely
the first part from research.

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Now we're getting closer to reality.
Excellent.

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You need the product in there
to where it kind of

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gets in the customer's
hands is always important.

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Yeah, exactly.

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So tell us a little bit
what that title means.

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Sure.

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So I kind of work with an HPC group.

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Liquid cooling is really an integral part
of our infrastructure and planning.

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How we're enabling you know,
high TDP stuff, new GPUs and CPUs.

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So we need a product manager.
TDP? Thermal Design Power.

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How much power goes into chips
and how hot they're going to get.

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And the next generation is really what
the infrastructure is going to look like.

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How big are the racks going to be,
how much power do we need,

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how much cooling.

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So today, liquid cooling product manager,
but then also the future next generation.

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So that's kind of my hybrid role
that I play today.

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So Jason, what does it mean to you
to be product manager?

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So for us and for me personally, product
management is always about working

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kind of on the left with engineering

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and on the right with marketing
and the customers understanding

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what we can do, what we should do
and how we will do it with customers

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and making sure that their voice
is represented every step of the way,

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but also that we represent our internal
and kind of corporate intentions.

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How much these things should cost,
how many can we sell,

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how do we actually deploy this
in the market?

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Product management
always plays that middle role to make sure

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what we're doing makes sense and actually
is going to align with customer needs.

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Can we dissect the little bit?

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As you said, on one hand,
you work with engineers to define it.

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So how does that work? Please
explain to us. Yeah.

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So today a lot of what we do,
especially with the liquid cooling,

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we're doing a lot of work internally,
our own designs, also working

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with a lot of third party vendors

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to see where should we buy,
what should we build ourselves.

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But we are pretty knowledgeable of our own
competencies, our own abilities.

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But we shouldn't build and deploy
every technology we think is interesting.

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We really have to

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first see what we can do, but also what
actually makes sense in the market

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because we even have to spend

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our own R&D dollars, you know, either
working with labs really far out

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or short term with our own thermal
engineering group to decide

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what is the actual product
we're going to build.

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And so we really have to be focused
on what we could build.

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But does it make sense?

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Because we can do
a lot of really amazing things,

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but should we do it
and can we find someone to use it?

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And answer to that question
you get by talking to customers?

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Absolutely.

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So how how does that work out?

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Yeah, so we do a lot of work surveying,
we do a lot of customer site visits.

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We come to a lot of events
like supercomputing in the U.S.,

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ISC, often in Germany,

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where we actually get a lot of face time
with customers and quite frankly,

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we do a lot of showing of roadmaps,
but making sure that there's time

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at the end to say,
does this actually make sense?

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Do you actually want this?

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Because we can show products all day long.

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But if customers are kind

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of giving us signals at the end saying,
yes, this aligns with what we want,

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it often causes us to pause
and go back to the team

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and say we didn't get the reception
we wanted with.

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I think we need to do a workshop, we need
to do a deep dive to really dig into.

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Do customers actually want this?

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Were they a bit shy during the meeting
or what is their long term intention?

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Because the worst thing
would be us getting our old,

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you know, drinking the Kool-Aid,
getting really excited and we go to market

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and it's crickets
and that would be the worst case.

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So we need to be validating
every step of the way.

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So let's now focus on liquid
cooling itself, how did it happen

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and why. So really liquid cooling
has been prevalent in HPC for decades.

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Groups like HPE, IBM, Cray, SGI,

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they have all been working heavily
in the space and built up great expertise.

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We have to use liquid cooling today
to provide much better energy efficiency,

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but also be able to provide much denser
racks, smaller racks, smaller

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infrastructure overall, but even enabling
some high TDP processors.

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So today there's really a split
like if we painted with broad

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strokes, you know, in my opinion,
anything over 30 kilowatts.

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per rack is prime for liquid cooling
based on really the rack

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densities, how much stuff is in there.

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It becomes quite difficult to air cool.

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Anything below that really between,
you know, 15, 30 kilowatts is a gray zone.

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Sometimes it might not be totally,
you know,

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worthwhile dollar wise to liquid cool it.

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There's more staff,
cold plates, rear door heat exchangers

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that might not create,
you know, the perfect tradeoff scenario.

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And then anything below
that often doesn't make a lot of sense.

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And so HPC has been beyond 30 kilowatts
for a very long time.

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If you look at any of the,
you know, TOP500 systems today,

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a very large percentage of them are liquid
cooling and anything in the top

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50 really firm today and going forward
will only be liquid cooled.

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There will be almost
no existence of purely air cooled systems.

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And it's just because of really
the density and how hot the chips

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are themselves.

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They need a more efficient
thermal technology.

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So it appears to me that while to most

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engineers, scaling means how many systems

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for you, it's how many systems in a rack
you can build or on a.....

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whatever your dimensions are
is that the .... . Totally,

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and it is kind of interesting
because when we think about liquid

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cooling, there's really a lot of layers
at the very micro layer

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there is the individual server
that has some very specific thermal needs.

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There can be very hot
CPUs, very hot memory, very hot, you know,

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voltage regulators that they themselves
that if they're not cooled effectively.

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They won’t work, the boards will shut
down, will experience thermal throttling.

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But even passed that server
say you figured out the cold plate

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cooling at this level now
how do you manage all the heat in a rack?

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So now we take this, you know, five 600
watt server, thousand watt server?

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And then we put 70 of them,
you know, in a rack.

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So these, you know, Cray, 2000 style
high density servers.

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Well, now you need to take all that heat
away from the rack.

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Do you do CDUs do use do you do rear door heat
exchangers, What's the technology

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you want to use?

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And then it scales out to
what's the infrastructure in the building.

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So when we look at systems like Frontier,
very large exascale

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systems, they're doing cold plate cooling,
they're doing rack level cooling.

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And then the building infrastructure
has to manage all of that heat.

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That is a tremendous amount of heat
that has to be processed.

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So there's many layers.

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And that's what the kind of liquid
cooling group is focusing on.

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We can build great cold plates,
but if we don't have the proper technology

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to take the heat out of the rack itself,
the solution isn't going to work.

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I don't want to interrupt you,
but CDU for our customers is our cooling

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distribution unit.

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Okay, so when we built Frontier,
what were the biggest challenges

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to the extent that you can share,
this is a proprietary solution for sure.

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So so really of any technology
using Cray EX in that case,

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in almost
all cases, when you're building blades

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that are not not in watts,
they're in the kilowatt range.

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There is a lot of density
that's built in there.

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So you need really two kind of things
to be thinking about.

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One, how do we take all of that
heat out of the individual blades,

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bring it back to the racks?

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In this case,
we use large row-base CDUs, we're pairing

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Big CDUs, big Poms, big heat exchangers

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with, you know, between three
and four of these large Cray EX cabinets.

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But the other really interesting challenge
is how do we make it fanless?

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And so Frontier,

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like all of the large supercomputers
that we’ll build, have no fans in them.

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They're doing 100% liquid cooling,
which means there is a lot of components

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at the blade level.

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So that's definitely an engineering
challenge to work through.

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And you wanted to make them fanless

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because energy efficiency and density.

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And so really when we're trying to liquid
cool these components,

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anywhere that we have to add fans is also
kind of a resiliency issue, reliability.

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We have moving parts.

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We want to have as little as possible,

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but the big thing
is really thermal management.

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So if we can remove all the fans

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and drive everything to the liquid cooled
infrastructure,

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very, very energy efficient,
if you look at the top 500 or top green

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kind of infrastructure rankings,

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always at the very top are Cray X systems,
because there are no fans, very little

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electricity is moving the liquid around
inside the cold plates.

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That's really important to these systems.

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So how do we compare to cloud
based solutions?

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They have just like us,

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lots of homogeneity.

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I mean, there's heterogeneous
components, but, you know, once

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you account for GPUs versus CPUs,
you have homogeneous solution in a fact.

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Yeah.

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So one of the interesting things

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when we think about cooling
is really comes back to density.

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So the earlier question
kind of why liquid cooling,

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you know, how is it evolving in HPC?

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The rack densities are so high, it really

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it makes easy sense for us to justify
the additional infrastructure here.

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But for many cloud computing

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groups,
rack densities are simply not that high.

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So they have a lot more of a gray area
for where they want to play.

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Do they want to add liquid cooling
or are they going to invest in their

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air cooled infrastructure?

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Did they move to a state
that has very low electricity costs

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and they can buy land cheaply?

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We've seen a lot of kind of hyperscalers
move out to, well,

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you know, very low density
density areas of the U.S.

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They have cheap electricity
and they can just build a new data center.

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But if you're building somewhere

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like San Francisco, you're going to have
kind of a perfect storm.

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You know, high

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real estate costs, high electricity costs
and not a lot of room to build.

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That's where high density kind of liquid
cooling can really play a strong role.

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So it kind of depends

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where groups are building and really what
their own corporate agenda is.

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If they have money to burn and energy
efficiency doesn't matter and they have

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the space like we talked about,
liquid cooling is often not prioritized.

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But we see much of the world U.S.

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and Europe in particular, that even cloud
providers are really trying to figure out

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this technology where they can have
very high energy efficiency,

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but also very high resiliency.

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They contain components out.

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Yeah, components fit on whatever
they want to put in the racks.

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And that's one of the challenges of liquid
cooling is unlike air cooling

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that you have the fans in the server,
you can put kind of anything you want

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as long as there is effective heat sinks
that are built into the servers,

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things are going to work.

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Liquid cooling.

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We need to design the components
to fit the components.

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So you have to design a cold plate
that's going to fit on the latest AMD

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CPU or the latest memory or voltage
regulators.

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So there has to be more foresight
and kind of thinking about

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how we're going to design products.

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We can't kind of
just slap a PCIe card in there

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and have it
be liquid cooled without thinking.

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How does it work with the greater
infrastructure,

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given the tremendous complexity
of the system that you just described

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and many not moving parts
but moving heat paths, if you will,

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is there any

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opportunity to do co-design between

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your products and the whole infrastructure

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and then hardware and then even software,
both systems software and applications?

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Absolutely. 100%, yes.

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And so that's where now kind of exciting.

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We get to talk about next generation
infrastructure.

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So today,

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liquid cooling,
you know, really when we talk about Cray X,

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Cray XD, even our Proliant series,

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all of those products and platforms
have liquid cooling today.

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Most of that is steady state.

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So often we'll have CDUs with Poms

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kind of obviously watching pressure,
watching temperature, watching flow.

231
00:12:13,065 --> 00:12:18,704
But they are most often providing
pretty stable, constant flow to the rack

232
00:12:18,704 --> 00:12:19,505
of really regardless

233
00:12:19,505 --> 00:12:23,409
of what's happening next generation
and what I would expect in the industry

234
00:12:23,409 --> 00:12:28,147
overall is exactly like you said
this more, you know, more harmonious

235
00:12:28,481 --> 00:12:32,551
kind of coexistence
between power management, you know,

236
00:12:32,551 --> 00:12:35,588
software features and the actual liquid
cooling infrastructure.

237
00:12:35,588 --> 00:12:40,092
And so I believe we'll see
much more energy efficiency, you know,

238
00:12:40,092 --> 00:12:44,997
kind of backing up, thinking about how
server fan tables work today.

239
00:12:45,297 --> 00:12:48,267
When a server ramps up, the fans turn out

240
00:12:48,267 --> 00:12:51,937
when the servers are going into low power
state, the fans ramp down.

241
00:12:51,937 --> 00:12:54,173
I expect there's going to be more

242
00:12:54,173 --> 00:12:59,078
versatility in cooling so we can give
very hot processors a lot of cooling.

243
00:12:59,311 --> 00:13:01,680
And then for servers
that are running an idle,

244
00:13:01,680 --> 00:13:04,984
very low amount of cooling, but
that has to be managed through software.

245
00:13:05,217 --> 00:13:07,386
And so I think that is absolutely where
we're going.

246
00:13:07,386 --> 00:13:10,623
And how do you manage it,
how you make sure that

247
00:13:11,423 --> 00:13:14,960
some CPUs don't go above the threshold.

248
00:13:15,327 --> 00:13:20,166
We've been looking, for example, digital
twins, but they're also sophisticated

249
00:13:21,133 --> 00:13:21,901
management

250
00:13:21,901 --> 00:13:25,137
infrastructure, software management,
infrastructure to make sure.

251
00:13:25,137 --> 00:13:26,472
How do you do all of that?

252
00:13:26,472 --> 00:13:29,341
Yeah, that is,
I think exactly the answer is

253
00:13:29,341 --> 00:13:32,311
the power management software
within the rack.

254
00:13:32,344 --> 00:13:36,549
You know, no controller
or software and hardware as well.

255
00:13:36,649 --> 00:13:39,718
Those pieces have to be talking
with each other.

256
00:13:39,718 --> 00:13:42,721
So CPUs are running their own internal

257
00:13:42,822 --> 00:13:46,659
kind of thermal management
so they know what their temperature is.

258
00:13:46,859 --> 00:13:51,096
They're feeding it back to the kind
of larger software controlling the nodes.

259
00:13:51,330 --> 00:13:54,900
But that also needs to then communicate
with either the CDU

260
00:13:54,900 --> 00:13:57,903
or the cooling infrastructure
so we can ramp up and down.

261
00:13:58,103 --> 00:14:00,906
Right now, there's not a lot of that
we see in the industry

262
00:14:00,906 --> 00:14:04,610
where there is this kind of
beautiful harmony between all the systems,

263
00:14:05,010 --> 00:14:06,145
but that is where we're going to go.

264
00:14:06,145 --> 00:14:08,581
And so that definitely comes
from the software.

265
00:14:08,581 --> 00:14:12,785
Speaking of the direction where we are
going, what comes after liquid cooling?

266
00:14:12,952 --> 00:14:14,019
That's a very good question.

267
00:14:14,019 --> 00:14:16,322
So it will be more liquid cooling.

268
00:14:16,322 --> 00:14:19,325
You know, when we talk about the future
of liquid cooling today,

269
00:14:20,226 --> 00:14:23,329
it is, I would say, the most prevalent
technology deployed

270
00:14:23,329 --> 00:14:28,067
today is sky thin, cold plates, Technology
that has been around for, you know,

271
00:14:28,067 --> 00:14:32,605
dozens of years is very reliable,
very prevalent in the industry.

272
00:14:32,972 --> 00:14:36,942
What will come next, I think
is going to be really hybrid technologies.

273
00:14:36,942 --> 00:14:41,847
So we're going to see more two phase
cold plate cooling.

274
00:14:41,847 --> 00:14:43,449
So how we're going to see, you know,

275
00:14:43,449 --> 00:14:47,319
within the actual cold
plate a phase change between liquid to gas.

276
00:14:47,553 --> 00:14:49,622
I believe we'll see more immersion.

277
00:14:49,622 --> 00:14:52,591
I believe we'll still go
see a lot of single phase.

278
00:14:52,591 --> 00:14:55,661
And this is,
you know, always a difficult question

279
00:14:55,661 --> 00:14:59,832
to answer
because we can see the processor roadmaps.

280
00:14:59,832 --> 00:15:01,600
TDP is going up very quickly.

281
00:15:01,600 --> 00:15:05,371
You know what used to be a high end
processor three, four years

282
00:15:05,371 --> 00:15:08,407
ago, 250, 300 watts for CPU.

283
00:15:08,407 --> 00:15:11,377
We're going to see beyond 500 watts
very soon.

284
00:15:11,377 --> 00:15:13,646
GPUs are going to be over
a thousand watts.

285
00:15:13,646 --> 00:15:16,081
And so the future is going to be,

286
00:15:16,081 --> 00:15:19,652
I think, a lot of different technologies
for different customer uses.

287
00:15:19,952 --> 00:15:24,423
But to be very honest, single phase cold
plates are still

288
00:15:24,423 --> 00:15:28,294
one of the most reliable, most resilient
technologies that just work.

289
00:15:28,594 --> 00:15:31,363
And though there is a lot of
different stuff happening in the market,

290
00:15:32,464 --> 00:15:33,866
many OEM groups have used

291
00:15:33,866 --> 00:15:37,803
that technology for a long time
and it has worked very well.

292
00:15:37,803 --> 00:15:40,739
And so I think we're going
to see a lot of different stuff come out.

293
00:15:40,739 --> 00:15:45,311
The winners are going to be
the most reliable, resilient.

294
00:15:45,311 --> 00:15:49,648
How easy can we swap out the components,
But how do they just work?

295
00:15:49,648 --> 00:15:52,651
And the simplicity
is going to be an important part.

296
00:15:52,685 --> 00:15:55,487
You know, we talk about this
even with labs.

297
00:15:55,487 --> 00:15:59,191
There are a lot of really amazing
technologies that are out there

298
00:15:59,491 --> 00:16:02,328
that from a science perspective

299
00:16:02,328 --> 00:16:04,663
are tremendously cool.

300
00:16:04,663 --> 00:16:08,067
But how do we deploy them at scale
and build them reliably

301
00:16:08,067 --> 00:16:11,103
and then put on an HPE warranty
and say you're good to go?

302
00:16:11,103 --> 00:16:12,404
Yeah, because that's the problem.

303
00:16:12,404 --> 00:16:14,173
We can build anything we want.

304
00:16:14,173 --> 00:16:14,707
We have some of the

305
00:16:14,707 --> 00:16:18,477
smartest people in the world
working on our industry's challenges.

306
00:16:18,844 --> 00:16:22,314
But if you need, you know,
your own supercomputer

307
00:16:22,314 --> 00:16:26,218
to manage the cooling infrastructure
because it's a very sophisticated system

308
00:16:26,251 --> 00:16:29,288
that's kind of on the thin edge,
you know, when we talk about

309
00:16:30,522 --> 00:16:32,257
future cooling

310
00:16:32,257 --> 00:16:35,928
that that need like absolute zero,
How do you regulate that?

311
00:16:35,928 --> 00:16:38,497
Is that something any customer can buy?

312
00:16:38,497 --> 00:16:39,732
Maybe not all the time.

313
00:16:39,732 --> 00:16:43,068
So we need stuff
that's really reliable that just works.

314
00:16:44,370 --> 00:16:46,071
So you mentioned it has to work

315
00:16:46,071 --> 00:16:49,074
for AMD, for Intel, for GPUs.

316
00:16:49,241 --> 00:16:54,179
There's some underlying implied
interoperability

317
00:16:54,780 --> 00:16:58,784
that you need to
or supporting multiple components.

318
00:16:59,485 --> 00:17:01,820
Is there any implied standard?

319
00:17:01,820 --> 00:17:04,189
How do you deal with these issues?

320
00:17:04,189 --> 00:17:08,627
Yeah, So, you know, from a
just a fit and form function,

321
00:17:09,995 --> 00:17:11,897
you know, between AMD CPU

322
00:17:11,897 --> 00:17:15,100
and an intel CPU, you know, NVIDIA GPU,

323
00:17:15,601 --> 00:17:18,604
as long as we understand
kind of the socket geometry,

324
00:17:18,937 --> 00:17:22,908
what its thermal characteristics are,
especially around TCase.

325
00:17:22,908 --> 00:17:27,479
So the maximum thermal temperature
these CPUs or GPUs can go up to before

326
00:17:27,479 --> 00:17:30,783
they experience thermal issues,
we can design around them.

327
00:17:30,783 --> 00:17:34,953
Now the nice thing for the most part
is an AMD CPU

328
00:17:35,487 --> 00:17:38,924
within a short period of time
from one generation to the other

329
00:17:38,957 --> 00:17:42,961
will most oftenly have the same socket
kind of dimensions.

330
00:17:42,961 --> 00:17:46,932
So if we design a cold plate for one
and the thermal characteristics

331
00:17:46,932 --> 00:17:50,569
make sense, we can use that
same cold plate for the next generation.

332
00:17:51,203 --> 00:17:52,938
As long as we have the kind of

333
00:17:53,972 --> 00:17:57,476
visibility to next generation,
we can design very easily for that.

334
00:17:57,476 --> 00:18:00,479
So often it's
the geometry of how the CPU is

335
00:18:00,479 --> 00:18:03,482
physically built with the socket
and then its thermal characteristics.

336
00:18:04,049 --> 00:18:05,851
We work very closely
with all those groups.

337
00:18:05,851 --> 00:18:11,056
So often we are building our solutions
with them multiple generations in advance.

338
00:18:11,056 --> 00:18:14,059
And really those are kind of the some of
the key criteria we have to look at.

339
00:18:14,326 --> 00:18:17,329
So I'd like to touch a little bit
on the business model.

340
00:18:17,996 --> 00:18:21,066
It appears to me
that liquid cooling is highly proprietary.

341
00:18:21,066 --> 00:18:25,270
That's our key differentiator
for our largest top supercomputers.

342
00:18:26,071 --> 00:18:29,608
Is there any opportunity for open hardware

343
00:18:29,942 --> 00:18:32,945
equivalent for open liquid cooling?

344
00:18:33,011 --> 00:18:36,782
I'm not saying you give it away,
but are there

345
00:18:36,782 --> 00:18:40,352
some interfaces that you can expose
that others can innovate,

346
00:18:42,421 --> 00:18:43,989
motivating them

347
00:18:43,989 --> 00:18:47,759
to continue using our or maybe
perhaps other business model for HPE?

348
00:18:48,060 --> 00:18:53,432
Yeah, this is a very interesting question
because a lot of people ask about this,

349
00:18:54,032 --> 00:18:57,102
and the thing I always like to explain

350
00:18:57,102 --> 00:19:00,105
is today, let's say,

351
00:19:00,139 --> 00:19:03,375
you know, no liquid cooling
infrastructure at all, just air cooled stuff,

352
00:19:04,643 --> 00:19:08,447
HPE and Dell and Lenovo
and all these different groups

353
00:19:09,148 --> 00:19:13,152
are not looking to sell multi vendor
rack solutions.

354
00:19:13,152 --> 00:19:13,685
You know, it's

355
00:19:13,685 --> 00:19:18,257
very rare that you would see
Dell gear with HPE gear in the same rack.

356
00:19:18,257 --> 00:19:19,725
You know, it's not very common.

357
00:19:19,725 --> 00:19:21,994
And so when we,

358
00:19:21,994 --> 00:19:24,997
you know, accept that as the standard
that when customers buy

359
00:19:25,164 --> 00:19:28,167
a rack of stuff, it's
going to be primarily HPE.

360
00:19:28,467 --> 00:19:32,538
I believe that kind of gives way that
HPE can then control the infrastructure.

361
00:19:32,671 --> 00:19:36,575
Now, how this rack integrates
with the rest of the facility

362
00:19:36,575 --> 00:19:39,478
that really matters.
We need to use standardized connections.

363
00:19:39,478 --> 00:19:41,880
Now, today that happens,
which is very nice.

364
00:19:41,880 --> 00:19:44,883
We use sanitary flanges, tri clamps.

365
00:19:44,883 --> 00:19:48,820
There's a lot of kind of industry
standard piping standards that we use.

366
00:19:48,820 --> 00:19:53,192
So it's not very difficult to,
you know, build a rack of, you know, HPE

367
00:19:53,192 --> 00:19:57,763
Cray XD stuff and then another vendor
can build in the same data center

368
00:19:58,397 --> 00:20:02,334
to meet the cooling you know, componentry

369
00:20:02,935 --> 00:20:04,436
is part of the HPE IP differentiation.

370
00:20:04,436 --> 00:20:05,938
is part of the HPE IP differentiation.

371
00:20:06,138 --> 00:20:09,007
And so it's
I think we're at a very interesting

372
00:20:09,007 --> 00:20:12,978
tipping point where today there's a lot of
stuff on the market that is

373
00:20:14,012 --> 00:20:15,147
similar.

374
00:20:15,147 --> 00:20:16,682
It uses skived cold plates.

375
00:20:16,682 --> 00:20:19,751
We talked about there's a lot of rear door
heat exchanger vendors.

376
00:20:19,985 --> 00:20:22,721
So the components are very similar.

377
00:20:22,721 --> 00:20:25,958
These similar connections,
quick disconnects,

378
00:20:25,958 --> 00:20:28,327
you know how the technology works.

379
00:20:28,327 --> 00:20:32,130
But I have always believed that,
you know, when we moved to this

380
00:20:32,264 --> 00:20:35,267
this new thermal curve
we're seeing for processors,

381
00:20:35,500 --> 00:20:39,137
there are going to be certain companies
that can simply cool it and some

382
00:20:39,137 --> 00:20:40,606
they simply cannot.

383
00:20:40,606 --> 00:20:43,108
And there's a
there's kind of a perfect storm happening

384
00:20:43,108 --> 00:20:48,213
where we talk to a TCase, so thermal
kind of design parameters are going down.

385
00:20:48,213 --> 00:20:51,416
Components want to be cooler
before they experience thermal shutdown,

386
00:20:51,650 --> 00:20:54,219
but at the same time, customers
want to use the warmer water.

387
00:20:54,219 --> 00:20:55,887
That's all about the energy efficiency.

388
00:20:55,887 --> 00:20:59,191
So how do you when this window starts
getting smaller and smaller,

389
00:20:59,458 --> 00:21:02,194
use technology that maybe isn't ready

390
00:21:02,194 --> 00:21:05,197
isn't wasn't designed
for that kind of componentry.

391
00:21:05,197 --> 00:21:07,699
So I think we're going to see
some companies

392
00:21:07,699 --> 00:21:12,070
really focus on their innovation because
their server technology is so amazing.

393
00:21:12,070 --> 00:21:16,141
But now paired with cooling solutions
that competitors don't have

394
00:21:17,643 --> 00:21:18,644
as long as we have,

395
00:21:18,644 --> 00:21:21,713
you know, components that can connect
to the facility piping, that's important.

396
00:21:21,713 --> 00:21:23,548
But the rest of it, I think there will see

397
00:21:23,548 --> 00:21:26,318
more differentiation
happening with groups.

398
00:21:26,318 --> 00:21:29,888
And I don't know if it needs to all be,
you know, totally open

399
00:21:29,888 --> 00:21:32,891
because that's going to be part
of that group's kind of value offering.

400
00:21:33,091 --> 00:21:36,628
Where I was going more
is that there is a flurry

401
00:21:36,628 --> 00:21:39,631
of new accelerators,
including very large ones,

402
00:21:40,465 --> 00:21:43,969
different ones,
possible different geometries.

403
00:21:44,403 --> 00:21:45,871
Do you have any guidance for them?

404
00:21:45,871 --> 00:21:48,206
Because it doesn't make any sense for them

405
00:21:48,206 --> 00:21:52,177
to build their own liquid cooling
because they're belly differentiations?

406
00:21:52,177 --> 00:21:55,814
Are accelerators,
possibly compiler software,

407
00:21:55,847 --> 00:21:58,850
not building the whole infrastructure?

408
00:21:58,950 --> 00:22:02,888
Could they somehow leverage
our approaches, license,

409
00:22:03,388 --> 00:22:03,989
ABI or a rack and all of that

410
00:22:03,989 --> 00:22:04,623
ABI or a rack and all of that

411
00:22:04,623 --> 00:22:05,891
By power, racks, and all of that

412
00:22:05,891 --> 00:22:08,894
so that it's win win for them and for us?

413
00:22:08,927 --> 00:22:09,628
Definitely.

414
00:22:09,628 --> 00:22:09,928
Yeah.

415
00:22:09,928 --> 00:22:13,432
So I think that is going to be something
that HPE does very well.

416
00:22:13,432 --> 00:22:15,534
We know a lot about infrastructure.

417
00:22:15,534 --> 00:22:18,003
We are really a solutions company.

418
00:22:18,003 --> 00:22:20,839
You know, when we look to groups like AMD

419
00:22:20,839 --> 00:22:24,543
and Intel, they are amazing at building
fantastic chips,

420
00:22:24,810 --> 00:22:28,213
but they need partners like us
that build the rest of the solutions.

421
00:22:28,714 --> 00:22:31,416
Even all the way down to who's
going to install these systems.

422
00:22:31,416 --> 00:22:34,019
And so we work very closely
with a lot of those groups.

423
00:22:34,019 --> 00:22:36,321
On what will the full solution be,

424
00:22:36,321 --> 00:22:39,658
where we understand the parameters
of their chips, how hot they will be.

425
00:22:39,991 --> 00:22:42,961
Like I said, going back to basics,
we'll build from the cold plates, to the CDU

426
00:22:42,994 --> 00:22:45,197
to the rack,
to the whole infrastructure.

427
00:22:45,197 --> 00:22:48,033
That's the role that we play.
So we do a lot of collaboration today.

428
00:22:48,967 --> 00:22:50,235
I was really excited

429
00:22:50,235 --> 00:22:53,805
to see with what energy you talk about
all of this.

430
00:22:54,206 --> 00:22:58,710
It reminded me of a startup guy talking
not of an enterprise guy.

431
00:22:59,211 --> 00:23:04,149
So you, you are definitely working
at the bleeding edge of innovation.

432
00:23:04,549 --> 00:23:05,817
So what's the difference?

433
00:23:05,817 --> 00:23:09,254
What's the difference
between your enterprise corporate role

434
00:23:09,588 --> 00:23:11,490
product manager and a startup guy?

435
00:23:11,490 --> 00:23:12,257
Sure, yeah.

436
00:23:12,257 --> 00:23:15,660
So that that's very relevant
because my experience is primarily

437
00:23:15,660 --> 00:23:19,231
been working with startups
and even kind of coming to HPE. 

438
00:23:19,231 --> 00:23:24,202
I worked for a group that worked with HPE and HPC to me really is a startup

439
00:23:24,202 --> 00:23:27,639
and know it's it's kind of cliche,
but I think it is really true

440
00:23:27,639 --> 00:23:31,743
when we look at our organizational stack
and especially when we look

441
00:23:31,743 --> 00:23:36,748
to our kind of colleagues in Proliant
that enterprise level server for them.

442
00:23:37,182 --> 00:23:37,482
You know,

443
00:23:37,482 --> 00:23:42,721
we always kind of laugh at ourselves
because we we ask them about run rates

444
00:23:42,721 --> 00:23:45,891
and about kind of predictability
of their their deal flow.

445
00:23:46,124 --> 00:23:48,627
And in the enterprise market.

446
00:23:48,627 --> 00:23:50,562
And, you know, it's very it's

447
00:23:50,562 --> 00:23:54,132
not extremely predictable,
but it's much more predictable.

448
00:23:54,733 --> 00:23:57,335
In HPC,
there's a lot that happens year over year.

449
00:23:57,335 --> 00:24:00,071
You know, there's only
so many access scale deals,

450
00:24:00,071 --> 00:24:03,074
there's only so many very large
HPC opportunities.

451
00:24:03,241 --> 00:24:06,812
And even at the mid-tier, there's so much
that changes in the market.

452
00:24:06,812 --> 00:24:08,680
And so we really have to be adaptable.

453
00:24:08,680 --> 00:24:14,653
And so, you know, in my time at HPE,
I have seen such tremendous change

454
00:24:14,653 --> 00:24:15,587
within our teams.

455
00:24:15,587 --> 00:24:19,024
Out of necessity,
you know, one year we are focusing on

456
00:24:19,357 --> 00:24:21,326
a lot of exascale systems.

457
00:24:21,326 --> 00:24:22,994
We are looking at HPC with a,

458
00:24:22,994 --> 00:24:26,832
you know, fine tuned vision on
what will the software be next year.

459
00:24:26,832 --> 00:24:29,534
Now AI is becoming extremely prevalent.

460
00:24:29,534 --> 00:24:32,537
What is an AI solution?
Is it just software?

461
00:24:32,804 --> 00:24:35,106
How does the hardware marriage
marry with it?

462
00:24:35,106 --> 00:24:39,544
And so we are constantly scrumming
as our own teams kind of cross group.

463
00:24:39,578 --> 00:24:43,648
So right now, even for what we're doing
next generation, we are running

464
00:24:43,882 --> 00:24:46,651
software core team,
service core team, service

465
00:24:46,651 --> 00:24:49,921
is going to be such an important part
of what we do, hardware core teams.

466
00:24:49,921 --> 00:24:52,457
Liquid cooling.
But these groups are all talking

467
00:24:52,457 --> 00:24:56,895
because we ourselves are going to get left
in the past if we are not, you know,

468
00:24:56,928 --> 00:24:59,931
two years out, we released a product,
but software wasn't aware of it.

469
00:25:00,298 --> 00:25:03,134
Well, that's a big problem
where software is working on something

470
00:25:03,134 --> 00:25:04,970
that doesn't work without service.

471
00:25:04,970 --> 00:25:06,538
How are we going to marry together?

472
00:25:06,538 --> 00:25:10,141
And so it's very startup mentality
where we're not meeting, you know,

473
00:25:10,141 --> 00:25:13,411
quarterly, we're meeting weekly
talking about what's happening.

474
00:25:13,411 --> 00:25:15,580
People are very open, you know,

475
00:25:15,580 --> 00:25:20,252
at not quite radical candor,
but very transparent intentions.

476
00:25:20,252 --> 00:25:22,053
We don't figure out serviceability.

477
00:25:22,053 --> 00:25:23,522
No one's going to buy the system.

478
00:25:23,522 --> 00:25:25,123
The software doesn't make sense.

479
00:25:25,123 --> 00:25:26,291
How is the hardware going to work?

480
00:25:26,291 --> 00:25:28,827
So we're all working
very much in a startup mentality.

481
00:25:28,827 --> 00:25:31,696
So we try to push,
push, push that we are an agile group.

482
00:25:31,696 --> 00:25:37,202
I love your definition of HPE as a marriage console for HPC and AI.

483
00:25:37,235 --> 00:25:39,804
Yeah, exactly. Exactly.

484
00:25:39,804 --> 00:25:41,273
So tell me a little bit.

485
00:25:41,273 --> 00:25:43,775
You're coming from Calgary. Is that right?
That's right, yeah.

486
00:25:43,775 --> 00:25:48,280
So how is I mean, and by the way,
we are now here at SC 23.

487
00:25:48,280 --> 00:25:48,980
Yeah.

488
00:25:48,980 --> 00:25:51,516
Used to be called
supercomputing in Denver.

489
00:25:51,516 --> 00:25:55,320
I guess temperature wise it's similar, very similar, 
but other than that.

490
00:25:56,288 --> 00:25:57,022
Well, so it's

491
00:25:57,022 --> 00:26:00,091
actually funny, when I come to Denver, it
actually kind of feels like Calgary.

492
00:26:00,091 --> 00:26:03,595
Sometimes we can see the mountains
from our hotel room, just like Calgary.

493
00:26:04,362 --> 00:26:05,897
Still get a lot of snow in the winter.

494
00:26:05,897 --> 00:26:09,801
And what is always very interesting,
you know, we talk about Denver,

495
00:26:09,801 --> 00:26:13,371
but then we also talk about Houston
with HPE and all the different groups as

496
00:26:14,139 --> 00:26:18,710
there's so many similarities
that, you know, even Denver and Houston,

497
00:26:18,710 --> 00:26:20,612
when I tie those two together,

498
00:26:20,612 --> 00:26:24,316
are very kind of oil
and gas kind of historical presence.

499
00:26:24,316 --> 00:26:27,252
That's where money was made. That's
where a lot of the smart people went.

500
00:26:27,252 --> 00:26:30,255
And what is so interesting, Calgary
very much like that is

501
00:26:30,555 --> 00:26:33,358
as oil and gas kind of booms and busts.

502
00:26:33,358 --> 00:26:36,027
So does technology.
And I see kind of these

503
00:26:37,295 --> 00:26:39,164
kind of symbiotic curves happening

504
00:26:39,164 --> 00:26:43,435
when oil booms, all the tech
kind of groups kind of go into oil.

505
00:26:43,435 --> 00:26:46,237
How can we build oil focused technology

506
00:26:46,237 --> 00:26:49,608
as a very large kind of oil
and gas focused kind of sales group?

507
00:26:49,608 --> 00:26:52,010
We built some really amazing technologies,

508
00:26:52,010 --> 00:26:55,981
but when oil crashes, we see all these
very smart people coming to tech.

509
00:26:55,981 --> 00:26:59,818
And so there are a lot of people
we work with that have some time worked in

510
00:26:59,818 --> 00:27:02,821
oil and gas
that also work in supercomputing

511
00:27:03,021 --> 00:27:05,724
and then in Calgary
also build beautiful breweries.

512
00:27:05,724 --> 00:27:07,359
I often I see that in the U.S., too.

513
00:27:07,359 --> 00:27:10,795
When oil crashes, all these smart people
with money use their brains

514
00:27:10,795 --> 00:27:14,232
to build stuff that we love to use,
you know, evenings and weekends.

515
00:27:14,466 --> 00:27:17,035
So we see a lot of that kind of boom
and bust cycle happening.

516
00:27:17,035 --> 00:27:19,904
Will compare the brewery
notes separately. There you go. Yeah.

517
00:27:21,706 --> 00:27:23,308
I think in general

518
00:27:23,308 --> 00:27:27,912
HPC is very humanity friendly
because we are solving

519
00:27:27,912 --> 00:27:31,616
not just oil and gas
but also weather and many other problems.

520
00:27:31,983 --> 00:27:34,352
So have you ever thought about it?

521
00:27:34,352 --> 00:27:38,123
Did it ever fulfill
you more than doing other jobs?

522
00:27:38,123 --> 00:27:38,690
For sure.

523
00:27:38,690 --> 00:27:42,494
I think that that is really,
you know, an important

524
00:27:42,494 --> 00:27:45,563
part of her basic kind of hiring strategy.

525
00:27:45,597 --> 00:27:49,267
Our basic kind of corporate culture is
we are not just selling computers.

526
00:27:49,434 --> 00:27:53,071
We're not selling
kind of laptops to fill quota.

527
00:27:53,505 --> 00:27:55,840
What we're doing
is really pushing humanity forward.

528
00:27:55,840 --> 00:27:59,978
So when we look at Frontier, it's
such an easy flagship thing to talk about.

529
00:28:00,345 --> 00:28:03,481
It is working on some of humanity's
greatest problems

530
00:28:03,815 --> 00:28:07,419
because it is a combination
of high powered hardware,

531
00:28:07,419 --> 00:28:11,623
software, fabrics, all kind of the
machine that makes it happen.

532
00:28:12,657 --> 00:28:14,192
That is
something definitely to feel good about.

533
00:28:14,192 --> 00:28:18,396
And you can bet at every interview
that we run for new grads

534
00:28:18,396 --> 00:28:21,533
and for folks kind of moving industries,
we lead with that.

535
00:28:21,533 --> 00:28:23,868
We're not just building computers
or laptops.

536
00:28:23,868 --> 00:28:26,871
We're building kind of technology
that moves humanity forward.

537
00:28:27,806 --> 00:28:29,374
Definitely.
That's what I tell my family I do.

538
00:28:29,374 --> 00:28:31,509
It makes me feel good about it. So well.

539
00:28:31,509 --> 00:28:35,880
I've done future workforce evaluation
and the current generation

540
00:28:35,880 --> 00:28:37,682
wants to be fulfilled.

541
00:28:37,682 --> 00:28:41,086
They they're not caring only about salary,
about,

542
00:28:41,619 --> 00:28:46,424
you know, all kinds of old thinking,
but they want to know

543
00:28:46,558 --> 00:28:49,561
that their company
is doing something good.

544
00:28:49,994 --> 00:28:53,865
I usually end up this discussion
with recommendation for the book.

545
00:28:54,032 --> 00:28:57,001
Did you have any good one
that you can recommend

546
00:28:57,535 --> 00:28:59,537
if you even have the time to read?

547
00:28:59,537 --> 00:29:01,906
Yeah. So? So.

548
00:29:01,906 --> 00:29:05,944
So one of the books
that I actually use quite often

549
00:29:05,944 --> 00:29:09,514
I talk with my new team members on.

550
00:29:09,514 --> 00:29:14,319
It's called the first 90 Days
and I 100% was recommended it

551
00:29:14,319 --> 00:29:18,423
by a friend in the industry
before I joined HPE, read it and used it

552
00:29:18,423 --> 00:29:22,026
and I literally just recommended it
to some new staff that joined last week.

553
00:29:22,560 --> 00:29:25,997
The main kind of takeaway for me,
one of the important nuggets is really

554
00:29:26,364 --> 00:29:31,202
what are you going to do in the first 90
days to really let people know you exist?

555
00:29:31,536 --> 00:29:34,472
But to really clarify,
what does the group think

556
00:29:34,472 --> 00:29:37,509
that you're going to be doing
and what's your own kind of path forward?

557
00:29:37,509 --> 00:29:42,080
And though that's kind of generic advice,
I think that any organization you work in

558
00:29:43,081 --> 00:29:45,049
being the new person can be difficult.

559
00:29:45,049 --> 00:29:47,085
Especially a group like HPE were so large.

560
00:29:47,085 --> 00:29:49,954
We've so many different
kind of departments and groups

561
00:29:49,954 --> 00:29:53,057
that in the first 90 days
you really want to understand

562
00:29:53,057 --> 00:29:56,561
what's the culture of the organization,
how can you contribute to it?

563
00:29:56,795 --> 00:29:59,497
But really, what do people think
that you're going to do?

564
00:29:59,497 --> 00:30:03,868
And so when I joined, I introduced myself
as kind of the liquid cooling guy.

565
00:30:03,868 --> 00:30:05,970
Here's what I think I'm going to be doing.

566
00:30:05,970 --> 00:30:07,172
Do you think that makes sense?

567
00:30:07,172 --> 00:30:10,842
Because there's nothing
more genuine in candor

568
00:30:11,042 --> 00:30:14,579
than the people working on the ground
floor saying you were hired to do what?

569
00:30:14,579 --> 00:30:17,315
No, no, no, no.
We have some big problems over here.

570
00:30:17,315 --> 00:30:18,483
You have time to tackle that.

571
00:30:18,483 --> 00:30:20,351
That would be tremendously helpful.

572
00:30:20,351 --> 00:30:22,253
And so you can kind of map that out.

573
00:30:22,253 --> 00:30:23,721
Here's what my job title says.

574
00:30:23,721 --> 00:30:27,892
But here's some low lying fruit that makes
sense that I can accomplish easily.

575
00:30:28,126 --> 00:30:30,495
But move our group forward.
And so I like that book.

576
00:30:30,495 --> 00:30:33,498
It's just filled with very like,
straightforward advice,

577
00:30:33,531 --> 00:30:36,901
nothing HPC related,
but just kind of how to get in there quick

578
00:30:36,901 --> 00:30:38,336
and get your hands dirty.

579
00:30:38,336 --> 00:30:42,340
Jason, you had so many advices
for me, for our audience.

580
00:30:42,674 --> 00:30:44,943
Thank you very much. Thanks.
I really appreciate it.

581
00:30:44,943 --> 00:30:45,343
Thank you.