Energy
Everything you need to understand 800 VDC in 2026: why 48/54 V bus bars run out of copper at 100–120 kW, NVIDIA’s Kyber architecture, facility MV-to-rack conversion versus 415/480 VAC, who actually ships, and why this is a 2027 hall not a 2026 BOM.
Semiconductors
Everything you need to understand SiC and GaN in 2026 AI racks: why silicon MOSFETs stall above 100 kW, where wide-bandgap switches sit in PSUs, bus converters, hot-swap and UPS, Infineon/Wolfspeed/Navitas/EPC/ST, and why 800 VDC is a 2027 architecture not a 2026 hall.
Energy
Everything you need to understand why AI racks in 2026 need water, not just air: direct-to-chip cold plates, coolant distribution units, rear-door heat exchangers, immersion, and the facility-water classes that decide whether a hall can host a 120 kW rack.
Energy
Everything you need to understand the nuclear option for AI power in 2026: what a small modular reactor actually is, which designs are licensed or under construction, the hyperscaler deals that matter, and why most of this electricity will not arrive this decade.