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AI Power

How Legence Is Scaling With Rising AI Data Center Execution Complexity

July 10, 2026July 7, 2026 by Richo
Legence’s integrated execution model for electrical and cooling systems in AI data centers

Legence’s integrated design-build model creates its execution capability advantage by combining design, installation, commissioning, and ongoing maintenance services within a single coordinated workflow.

Categories AI Power, Legence Leave a comment

Solv Energy Is The Missing Link Between Electricity Generation And AI Data Centers

July 11, 2026June 16, 2026 by Richo
Stable power infrastructure for AI data centers

Data center stable power requires substations, BESS and SCADA systems working together to connect electricity generation to AI data center operations.

Categories AI Power 2 Comments

As AI Data Center Buildout Expands — Deployment Flexibility Defines the Edge

July 11, 2026May 5, 2026 by Richo
AI data center buildout showing deployment flexibility as the defining edge in bringing capacity online under accelerating demand.

AI data center buildout showing deployment flexibility as the defining edge in bringing capacity online under accelerating AI data center expansion.

Categories AI Power, Forgent Power Leave a comment

AI Power and Optics: The Hidden Thermal Friction Risk in AI Data Centers

July 10, 2026April 7, 2026 by Richo
Data center GPU rack showing localized thermal friction hotspots from power and data flow

Rising power and data flows are creating data center thermal friction, a hidden constraint that can undermine the efficiency gains from NVTS and POET technologies.

Categories AI Power, NVTS, Optical Systems, POET Leave a comment

Navitas Expands its AI Power Architecture With Solid-State Transformers

July 11, 2026March 10, 2026 by Richo
AI data center power infrastructure supporting next-generation transformer systems.

AI data center power infrastructure where next generation transformer systems and power conversion equipment support efficient electricity delivery across the data center power delivery stack.

Categories AI Power, NVTS Leave a comment

Forgent Power Compresses Data Center Power Infrastructure Timelines

July 11, 2026February 24, 2026 by Richo
Data center power infrastructure with utility transformer highlighting deployment timeline constraint.

Data center power constraint is the real limit in data center buildouts. Forgent compresses power infrastructure timelines where time determines when capacity comes online.

Categories AI Power, Forgent Power Tags Data Center Infrastructure, forgent power, Power Infrastructure Leave a comment

NVTS Is Quietly Collapsing the AI Power Delivery Stack

July 11, 2026February 10, 2026 by Richo
NVTS collapsing and owning the power delivery stack across AI systems.

NVTS collapsing and owning the power delivery stack by applying an integrated GaN–SiC architecture that defines how power moves through AI systems from rack to GPU.

Categories AI Power, NVTS Tags AI power delivery, data center power, GaN SiC power chips, GPU power architecture, power delivery stack Leave a comment

NVTS Exposes AI’s Power Limit — Silicon Is the Real Bottleneck

July 11, 2026January 13, 2026 by Richo
Navitas GaN and SiC power chip breaking AI data center silicon limits.

Navitas GaN and SiC power chips overcome AI data center silicon limits.

Categories AI Power, NVTS, Semiconductor Technologies Tags AI data center power, GaN power chips, Navitas Semiconductor, NVTS, Silicon bottleneck Leave a comment

ACTIVE PORTFOLIO HOLDINGS

Active Positions
FPS · MWH
Latest Entry
MWH
Latest Exit
NVTS
View Full Portfolio

ANALYSIS COVERAGE

AI Power

Optical Systems

Semiconductor Technologies

Frontier Infrastructure

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