Part 1
AI Power Chain
Six essays on the physical infrastructure of AI compute, walking from the medium-voltage utility bus at the site fence down to the 0.8-volt transistor gate. Each essay has an optional technical companion for the underlying physics and process flows.
The essays
Part 2
The Wide-Bandgap Stack: Boom, Bust, and the Rebuild of AI's Power Semiconductor Chain
Part 3
The Thermal Stack: How Heat Became the Binding Constraint on AI Compute
Part 4
The Interconnect Stack: Transformers, Switchgear and the Grid Equipment That Gates the AI Buildout
Part 5
The On-Package Delivery Stack: How 48V Becomes 0.8V at 2,250 Amperes
Part 6
The Modular Datacenter Stack: How the Building Gets Built (When There Aren't Enough Electricians)
Part 7
The AI Power Chain: Vendor Screen
Part 8
Pricing Under Scarcity
Part 9
The Services Inversion
The technical companions
Companion
The Wide-Bandgap Stack: Technical Companion
Companion
The Thermal Stack: Technical Companion
Companion
The Capacitor Stack: Technical Companion
Companion
The Interconnect Stack: Technical Companion
Companion
The On-Package Delivery Stack — Technical Companion
Companion