Critical Resources (ASX:CRR): CEO Tim Wither & Industry Expert Eric Martinez Gurrea on AI Data Centre Cooling, Two-Phase Technology & the Future of AI Infrastructure

Can the next major AI investment opportunity come from solving one of artificial intelligence's biggest infrastructure challenges? In this episode of the Homodeus Research Podcast, Tim Wither, Managing Director of Critical Resources (ASX:CRR), is joined by Eric Martinez Gurrea, Technical Adviser, to discuss the company's entry into two-phase spray cooling technology and why advanced thermal management could become a critical enabler of next-generation AI infrastructure. As AI models continue to demand exponentially more computing power, traditional air cooling systems are approaching their practical limits. Tim and Eric explain how two-phase cooling works, why it can improve thermal performance and energy efficiency, and how the technology could support higher-density AI servers and hyperscale data centres. The discussion also explores the size of the global data centre cooling market, the commercialisation pathway, technology validation, intellectual property strategy, and the long-term opportunity created by the rapid expansion of AI infrastructure worldwide. Whether you're interested in artificial intelligence, semiconductors, data centres or emerging ASX technology companies, this episode provides an in-depth look at one of the fastest-growing segments supporting the AI revolution. Topics Covered - Why AI is transforming data centre infrastructure - The growing importance of advanced cooling technologies - How two-phase spray cooling works - Limitations of conventional air cooling - Energy efficiency and higher computing density - Commercialisation strategy and technology validation - Intellectual property and competitive positioning - Global market opportunity for AI infrastructure - Key milestones and future catalysts - Live investor Q&A