Normalised Alpha / Grid-to-Chip Grid-to-Chip Battery role migration: from backup to grid-forming 1 September 2026 · 32 min read · Updated 6 Oct 2026 The same physical battery takes on new economic roles as AI-data-centre power delivery evolves. Share on LinkedIn Respond via email More on The intermediate bus battleground: IP litigation and the possible futures for 48V-to-12V 17 Oct 2026 · 28 min read Point-of-load: the hidden AI buildout winner 13 Oct 2026 · 53 min read Copper hits the wall in AI racks: the migration to optical, CPO and silicon photonics 2 Sep 2026 · 39 min read ← Previous The Capital Stack of AI Infrastructure Next → Copper hits the wall in AI racks: the migration to optical, CPO and silicon photonics Continue reading The AI Power Chain essays + companions · the physical infrastructure of AI compute The Investment Layer essays · how the AI buildout is financed Due Diligence for the AI Buildout essays + supplements · how to run DD for AI infrastructure and industrial technology deals
The intermediate bus battleground: IP litigation and the possible futures for 48V-to-12V 17 Oct 2026 · 28 min read
Copper hits the wall in AI racks: the migration to optical, CPO and silicon photonics 2 Sep 2026 · 39 min read