Normalised Alpha / The DC-DC Transition The DC-DC Transition Hybrid Forever: why most large AI-oriented facilities will run mixed AC/DC through 2035+ (DC-DC Supplement B) 20 August 2026 · 15 min read · Updated 6 Oct 2026 Share on LinkedIn Respond via email More on The Connector Wars: rack-to-rack interface engineering (DC-DC Supplement F, series close) 20 Aug 2026 · 8 min read The Sidecar Power Rack and the OCP-spec ecosystem (DC-DC Supplement E) 20 Aug 2026 · 8 min read The Solid-State Transformer: perimeter-conversion supplier dynamics (DC-DC Supplement D) 20 Aug 2026 · 8 min read ← Previous The Transition Tax: where the 800V DC capex premium lives (DC-DC Supplement A) Next → The Voltage Ceiling: 1500V DC and the MVDC question (DC-DC Supplement C) 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 Connector Wars: rack-to-rack interface engineering (DC-DC Supplement F, series close) 20 Aug 2026 · 8 min read
The Solid-State Transformer: perimeter-conversion supplier dynamics (DC-DC Supplement D) 20 Aug 2026 · 8 min read