Campaign 1: INTACT, bounded

Update

Campaign 1: INTACT, bounded

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-ai-power-delivery-review
  • Source: Campaign thesis review; receipt selector GEV-Q2-2026. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: Grid equipment demand supports the delivery layer, while rack, board and die beneficiaries still need their own design-win and margin evidence.
  • Effect on thesis: Named electrical-layer supplier reports socket or design-win conversion and margins.
5 events
DateTypeEvent
Sep 6 ArticleGE Vernova: power and grid orders Sep 6 ArticleMPS: power conversion reaches customers Sep 10 tweetCV Research via CK Capital — AI power loss scales with current squared, not watts, and one vendor transforms instead of switching Aug 28 ArticleThe Layers That Feed AI Compute All Trade Below Their Averages. Compute Doesn't. Aug 26 Deep DiveNVIDIA Guaranteed $108.5 Billion of Its Customers' Rent, and Six Months Ago Its 10-K Said It Had Guaranteed Nothing

No direct external sources are attached to this read.