Tech Spotlights: the vendor + technology deep-dives

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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.

3 liveVicor + Wolfspeed + Ayar/LM
12 upcomingOct 2026 through Q1 2027
4 categoriespower + cooling + compute + interconnect

01The essays

  1. 01
    Vicor. Direct-to-pin power LIVE
    Layer 6 POL. Direct-to-die architecture
  2. 02
    Wolfspeed's Second Act LIVE
    Post-Ch11 MV upstream call: 10 kV MOSFET, SST customer set, three equity scenarios
  3. 03
    Menlo Micro. SSCB UPCOMING
    Layer 3 protection. MEMS-based Ideal Switch
  4. 04
    Skeleton. HSCs + curved graphene UPCOMING
    Layer 1 bridging power + UPS
  5. 05
    Navitas + EPC. GaN UPCOMING
    GaN power semiconductors vs Si + SiC
  6. 06
    CoolIT. DLC UPCOMING
    Direct-to-chip liquid cooling for AI density
  7. 07
    Submer. Immersion cooling UPCOMING
    Single-phase vs two-phase immersion
  8. 08
    Kairos + X-energy. SMRs UPCOMING
    Hyperscaler-anchored SMR positioning
  9. 09
    Fervo. Enhanced geothermal UPCOMING
    24/7 CFE for hyperscaler baseload
  10. 10
    Bloom Energy. SOFC UPCOMING
    On-site fuel-cell power for AI DC
  11. 11
    Cerebras. Wafer-scale AI UPCOMING
    Wafer-scale training reference
  12. 12
    Groq. LPU inference UPCOMING
    Ultra-low-latency LLM inference
  13. 13
    Specialised GPU cloud UPCOMING
    CoreWeave + Lambda + Nscale + Together + Applied + RunPod + Crusoe
  14. 14
    Ayar Labs + Lightmatter. CPO LIVE
    Co-packaged optics + chiplet optical interconnect · Rubin Ultra 2027 scale-up window
  15. 15
    Compass + Vantage. Modular DC UPCOMING
    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.