Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

Grid equipment demand supports the delivery layer, while rack, board and die beneficiaries still need their own design-win and margin evidence.

Why might it matter?

The campaign verdict is INTACT, bounded. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: GEV-Q2-2026 in the campaign thesis review and its accompanying receipts.

Still required: GEV grid evidence cannot answer socket economics at the rack, board or die.

Which existing research does it update or duplicate?

The registered ai-power-delivery perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: Named electrical-layer supplier reports socket or design-win conversion and margins.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.