The Capacitor Stack: How Energy Storage Became Core Compute Infrastructure
Four capacitor categories are the binding AI supply constraint: HSCs, EDLCs, MLCCs, silicon caps. Layer-by-layer on pricing, capacity, and the qualified vendor list.
AI infrastructure
The architecture map (where every stage lives, who builds it, what's standardized) (3/13)
The AI data centre power train is six stacks, not one. Where each stage lives, who builds it, what is standardised. Reference map for architects speccing new AI campuses.
Two architectures wearing the same name (and why hyperscalers built their own) (2/13)
The trade press writes about 800 VDC as one architecture. There are two, they behave differently in retrofit, and hyperscalers are choosing between them right now.
The real reason data centres are going DC (and it's not capacity alone) (1/13)
Capacity is not why data centres are going DC. Four forces are pushing the transition: density economics, grid constraints, GPU synchronicity, hyperscaler strategy.