Independent analysis of data centre power architecture, autonomous operations, and the infrastructure behind AI. By Adi Kumar.

Tech Spotlights: fifteen vendor + technology deep-dives

Tech Spotlights · fifteen-essay series

Tech Spotlights. Fifteen vendor + technology deep-dives

Fifteen essays profiling specific vendors + technologies shaping AI infrastructure across the six-layer power stack, cooling, compute, interconnect, and modular construction. Each essay covers the tech, the vendor competitive position, the addressable market, and the practical fit for AI-density deployments.

15vendor deep-dives
4 categoriespower + cooling + compute + interconnect

01The essays

  1. 01
    Vicor. Direct-to-pin power
    Layer 6 POL. Direct-to-die architecture
  2. 02
    Menlo Micro. SSCB
    Layer 3 protection. MEMS-based Ideal Switch
  3. 03
    Skeleton. HSCs + curved graphene
    Layer 1 bridging power + UPS
  4. 04
    Navitas + EPC. GaN
    GaN power semiconductors vs Si + SiC
  5. 05
    Wolfspeed. SiC retrospective
    10-year cautionary tale + emergence
  6. 06
    CoolIT. DLC
    Direct-to-chip liquid cooling for AI density
  7. 07
    Submer. Immersion cooling
    Single-phase vs two-phase immersion
  8. 08
    Kairos + X-energy. SMRs
    Hyperscaler-anchored SMR positioning
  9. 09
    Fervo. Enhanced geothermal
    24/7 CFE for hyperscaler baseload
  10. 10
    Bloom Energy. SOFC
    On-site fuel-cell power for AI DC
  11. 11
    Cerebras. Wafer-scale AI
    Wafer-scale training reference
  12. 12
    Groq. LPU inference
    Ultra-low-latency LLM inference
  13. 13
    Specialised GPU cloud
    CoreWeave + Lambda + Nscale + Together + Applied + RunPod + Crusoe
  14. 14
    Ayar Labs + Lightmatter. CPO
    Co-packaged optics + chiplet optical interconnect
  15. 15
    Compass + Vantage. Modular DC
    Modular + prefab AI DC construction

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Related: Power semiconductors hub, Cooling hub, Hyperscaler + Nuclear hubFull series index: /tag/tech-spotlight/.

Definition Tech Spotlights is a fifteen-essay series of vendor and technology deep-dives across the AI Power Chain. Companies covered include Vicor, Menlo Micro, Skeleton, Navitas, Wolfspeed, CoolIT, Submer, Kairos, Fervo, Bloom, Cerebras, Groq, Ayar, Lightmatter and Compass.