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Overview

Power and Thermal - Why Cold Matters

January 17, 2026
2 min read

Power + Thermal Layer: Why Cold Matters

Cold climates offer cooling advantages — but don’t hallucinate this into “free energy.”

PUE Overhead Comparison


Compute Cooling

Advantages

  • More hours of economized cooling — “Free cooling” from cold ambient air
  • Lower PUE — Power Usage Effectiveness improves with reduced HVAC load
  • Stable heat rejection — Consistent cold sink year-round

Constraints

You still need:

RequirementWhy
Reliable generation + transmissionGrid stability in remote locations
Redundancy (N+1 / 2N)Critical nodes cannot fail
Humidity controlCold air is dry → ESD risk, material constraints

Fab Cooling (Semiconductors)

Advanced fabs are dominated by cleanroom HVAC, filtration, and strict temperature/humidity stability.

Cold Climate Benefits

  • Reduced lift — Less work per unit heat removed (chiller efficiency)
  • More stable heat rejection — Consistent condenser performance

Cold Climate Constraints

  • Tight internal control still required
  • Per-wafer water requirements remain substantial
  • Cleanroom HVAC recirculation dominates energy

Don’t confuse “cool air” with “cheap fab.”


Water Requirements

Semiconductor manufacturing consumes large volumes of ultrapure water (UPW):

ProcessWater Impact
Wafer cleaningHigh-purity rinse cycles
Chemical preparationDilution and mixing
CoolingProcess and facility cooling

Winter operations: Water intake and treatment must handle freeze/thaw cycles.


Waste Heat Reuse

In cold regions, waste heat from data centers is a resource:

Data Center Heat Output
Heat Exchanger
District Heating Grid
Community Buildings / Greenhouses

This converts “cooling cost” into “community heat,” improving overall system economics.


Key Metrics

MetricTarget
PUE< 1.2 (with free cooling)
WUEMinimize, track year-round
Heat recovery> 50% to district heating
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