Topic hubs
Eight organised entry points into 60+ essays on AI infrastructure. Power, cooling, semiconductors, financing, regulation, nuclear, interconnection, M&A.
The essays on this site cover AI infrastructure across multiple series (DC-DC Transition, AI Power Chain, Regulatory Layer, Investment Layer, Case Studies, Tech Spotlights, Deal Tear-Downs, Due Diligence). Each topic hub organises the essays that touch a specific area into a single reference. With a defining data point, vendor matrix, economics, regulation, case studies, and external references. Use hubs as the starting point when you want depth on a topic; use series when you want to read sequentially.
The transition from 48V to 800V DC distribution for AI infrastructure. Architecture, vendors, economics, regulation, supply chain.
Direct-to-chip liquid cooling, immersion cooling, and the co-emergence with 800V DC at 100+ kW rack densities.
Wide-bandgap (SiC, GaN) and specialty power semiconductors reshaping AI infrastructure power delivery.
Retrospectives on consequential deals of the AI infrastructure cycle. PE take-privates, industrial consolidation, hyperscaler PPAs.
Debt structures, equity vehicles, and capital sources underwriting the ~$500B-1T AI infrastructure buildout.
The ten regulatory workstreams determining whether AI capex gets delivered. FERC, PUCs, EPA, zoning, CFIUS, export controls, and more.
How hyperscalers are securing baseload nuclear capacity for AI data centres. Restart, SMR, PPA structures.
The FERC + ISO grid-queue constraint that determines when AI capex gets delivered. Post-Order 2023 state of play.
How to use these hubs
Each hub is a curated entry point. Not a chronological list. Section structure: (1) defining data point + chart, (2) architecture references, (3) vendor matrix, (4) economics, (5) regulation, (6) case studies, (7) latest essays, (8) related hubs, (9) external references. Follow hub cross-links to move sideways between topics; follow essay links to go deep on specific analysis.
Full series index
If you prefer reading sequentially, browse by series tag:
· The DC-DC Transition13 essays on 800V DC architecture
· The AI Power Chain6-layer competitive framework
· The Investment Layer8 essays on AI infrastructure capital
· Due Diligence for the AI Buildout14 essays + 3 supplements
· The Regulatory Layer10 essays on regulatory workstreams
· Case Studies8 retrospectives on consequential deals
· Tech Spotlights15 essays on specific companies and technologies
· Deal Tear-DownsRecurring architectural analysis of specific transactions
· Deal WatchOngoing analysis of transaction pipeline
Full glossary of acronyms used across the corpus: /glossary/
External references are linked at the bottom of each hub. DOE, EPA, FERC, IEC, NRC, SEC, and authoritative technical papers.