Short pieces from our practice. Written for the people actually making the decisions, not the people writing the press releases.
AI Infrastructure
The 800V DC inflection
Megawatt racks are forcing a power architecture reset. The integration risk is not the rectifier. It is everything connected to it.
AI Infrastructure
Direct-to-chip is table stakes. The CDU is where the bet lives.
The cooling distribution unit is not an accessory. It is the point of maximum engineering and vendor risk in a modern GPU hall.