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Point-of-load: the hidden AI buildout winner

13 October 2026 · 53 min read · Updated 16 Oct 2026
Editorial cover: Point-of-load Stage 7. Core current 2,590 A at Rubin Max-P, VRM output 0.80 V (0.8-0.9V range at VRM, approximately 0.65V at die under load), content growth 13.75% base case,
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    Adi Kumar

    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG among others.

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