800VDC: architecture shift or supplier reshuffle?
Conversion stages, safety, qualification, content per rack and the deployment conditions that determine adoption.
CPO, LPO or pluggables: where optics move next
Thermal, serviceability, yield, power and topology tradeoffs across scale-up and scale-out networks.
KV cache is becoming infrastructure
Why memory capacity, movement, reuse and disaggregation increasingly define inference system design.
The real cost per token
A system model including utilization, power, memory, networking, cooling, software and depreciation.
Behind-the-meter power beyond the queue
Schedule control, reliability, curtailment, fuel risk and the option value of independent generation.
Ethernet versus InfiniBand is the wrong question
The actual decision turns on operations, congestion, topology, software and workload communication patterns.
Why custom silicon succeeds or fails
Workload control, software investment, volume, roadmap stability and fleet-level utilization.
What a 1 GW AI campus really commits
Phasing, grid dependencies, equipment lead times, construction sequencing and stranded-capacity risk.
Three systems: chip, rack and data center
Why future architectures must optimize across all three boundaries rather than treating them separately.
Turn uncertainty into a sequence.
Tools that turn knowledge into action.
Rack TCO Model
Compare hardware, power, utilization, networking and lifecycle assumptions.
Power Chain Explorer
Trace losses, redundancy and supplier content from grid to accelerator.
Silicon Comparator
Compare workload fit instead of relying on one-dimensional benchmarks.
Adoption Tracker
Track technology readiness, qualification and deployment triggers.