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2026 June Wk2 Datacenter Bottleneck(s) Brief

2026 June Wk2 Datacenter Bottleneck(s) Brief

A Cruel Bottleneck's Thesis * On the surface, it was a noisy week. * A SemiAnalysis report on a SOCAMM2 spec downgrade, the scale-up CPO "delay" story, gas-turbine lead-time slips — read off the headlines alone, it is an easy stretch to lose the plot. * The

Datacenter Power Supply Pt. 2 | Bloom's Advantages, 800 VDC, and the Numbers

Datacenter Power Supply Pt. 2 | Bloom's Advantages, 800 VDC, and the Numbers

* Part 2 of 2 — "Datacenter Power Supply." This part covers Bloom Energy's advantages, its 800 VDC fit, the detailed financials and valuation, and the risks. * Part 1 covered the datacenter power-supply bottleneck and the shift to behind-the-meter (BTM) generation, and why fuel cells

Datacenter Power Supply Pt 1 | The Power Bottleneck and the Shift to BTM Fuel Cells

Datacenter Power Supply Pt 1 | The Power Bottleneck and the Shift to BTM Fuel Cells

* Part 1 of 2 — "Datacenter Power Supply." This part covers the datacenter power-supply bottleneck and the shift to behind-the-meter (BTM) generation, and why fuel cells are drawing so much attention here. * Part 2 covers Bloom Energy's advantages, its 800 VDC fit, the detailed

Compute Was Never the Bottleneck — Moving Bits Is

Compute Was Never the Bottleneck — Moving Bits Is

The thesis in one breath * Compute scaled ~60,000× in 20 years; the wires feeding it did not. * The binding constraint on modern AI accelerators is moving bits — and it is one problem whether it happens between GPU↔GPU (the network) or GPU↔memory (the HBM bus), because both cross

Vera Rubin Decoded Pt. 6 | Supply Chain - Master Reference

Vera Rubin Decoded Pt. 6 | Supply Chain - Master Reference

⚠️ Educated guess, not a definitive supplier list. This part is an educated guess assembled by aggregating publicly-available research and institutional-source data — sell-side analyst notes, supplier earnings transcripts, OCP / GTC disclosures, Korean and Taiwanese industry reporting, and primary corporate filings. Vendor relationships, share splits, and revenue allocations across

Vera Rubin Decoded Pt. 5 | Rack Power and the Networking Fabric

Vera Rubin Decoded Pt. 5 | Rack Power and the Networking Fabric

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family Vera CPU, NVLink 6

Vera Rubin Decoded Pt. 4 | Rack Assembly - Trays, PCB, and Cooling

Vera Rubin Decoded Pt. 4 | Rack Assembly - Trays, PCB, and Cooling

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family Vera CPU, NVLink 6