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Two architectures wearing the same name (and how the industry is converging) (2/13)

1 May 2026 · 20 min read · Updated 22 Sep 2026
Two parallel architecture boxes — NVIDIA 800 VDC and OCP Mt. Diablo — showing the contrast between row-scale vertical integration and sidecar accelerator-agnostic design
The DC-DC Transition · Essay 2 of 13

Disclosure: All analysis is based on publicly available sources. Views are personal and do not represent employer’s positions.

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    The real reason data centres are going DC (and it's not capacity alone) (1/13)
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    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG among others.

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