#power
- 4 min read
Power Is the Bottleneck: A Back-of-Envelope Model for AI Data Center Capacity
How many GPUs fit in a 100 MW data center? A simple, honest model from utility power to GPU count, with the assumptions spelled out so you can swap in your own.
#power#cooling#data-centers#economics
- 4 min read
800 VDC and the 200 kW Rack: Rethinking Power Delivery for Vera Rubin
Vera Rubin NVL72 pulls up to 227 kW per rack, and Kyber is headed further. At 54 V that's more than 4,000 amps of busbar. Why the industry is moving to 800 VDC, what changes in the facility, and the economics behind it.
#power#racks#data-centers#vera-rubin#800vdc
- 4 min read
Co-Packaged Optics Goes Mainstream: The Optics Bill Gets Rewritten
NVIDIA's Spectrum-X Photonics hit full production in August. Why moving the optics onto the switch package matters for power, reliability, and the supply chain, and the CPO-vs-NPO fight coming for Rubin Ultra scale-up.
#networking#optics#cpo#supply-chain#power