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nuttycld-substack-com

events 6 tickers 5 perspectives 2 latest May 1, 2026

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AOSL BE BESI MPS SICC #ai-power-bottleneck #ai-power-delivery

108d agoas of May 1, 2026

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Captured posts

Showing 6 of 6

@NuttyCLD May 1

Open

Tags: ai-power, bloom-energy, be, smr, nuclear, oklo, nuscale, terrapower, kairos, onsite-power, fuel-cells, 800v-dc, deliverability, grid-bottleneck

Source: The Next Bloom Energy?
Author: Nutty (@NuttyCLD)
Date published: 2026-05-01
Date captured: 2026-05-01

TL;DR

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The Next Bloom Energy? @NuttyCLD +3 receipts

@NuttyCLD Apr 28

Open

Tags: ai-power, vrm, mpwr, mps, aosl, openvreg, vicor, infineon, delta, power-integrations, murata, mlcc, gpu-current, ir-drop, last-1cm

Source: The Economics of the Last 1 cm
Author: Nutty (@NuttyCLD)
Date published: 2026-04-28
Date captured: 2026-05-01

TL;DR

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The Economics of the Last 1 cm @NuttyCLD +2 receipts

AOSL

@NuttyCLD Apr 25

Open

Tags: bspdn, powervia, super-power-rail, intel-18a, tsmc-a16, samsung-sf2z, hybrid-bonding, besi, amat, lrcx, asml, mlcc, murata, cpo, hbm4, foundry, ir-drop

Source: The AI Power Crisis — Part 4
Author: Nutty (@NuttyCLD)
Date published: 2026-04-25
Date captured: 2026-05-01

TL;DR

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The AI Power Crisis — Part 4 @NuttyCLD) +2 receipts

BESI

@NuttyCLD Apr 19

Open

Tags: ai-power, vrm, mpwr, mps, aosl, infineon, vicor, delta, navitas, ti, openvreg, vertical-power-delivery, vpd, kyber, rubin, blackwell, gpu-current, ir-drop, factorized-power

Source: The AI Power Crisis — Part 3
Author: Nutty (@NuttyCLD)
Date published: 2026-04-19
Date captured: 2026-05-01

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The AI Power Crisis — Part 3 @NuttyCLD

MPS

@NuttyCLD Apr 17

Open

Tags: ai-power, 800v-dc, gan, sic, vrm, ev-supply-chain, infineon, navitas, ti, vicor, vertiv, eaton, schneider, delta, mt-diablo, kyber, rack-power-density, wolfspeed, onsemi

Source: The AI Power Crisis — Part 2
Author: Nutty (@NuttyCLD)
Date published: 2026-04-17
Date captured: 2026-05-01

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The AI Power Crisis — Part 2 @NuttyCLD

SICC

@NuttyCLD Mar 30

Open

Tags: ai-power, hvdc, power-semiconductors, sic, gan, data-centers, voltage-stack, war-of-currents, transformers, skin-effect, nuclear-grid-deliverability

Source: The AI Power Crisis — Part 1
Author: Nutty (@NuttyCLD)
Date published: 2026-03-30
Date captured: 2026-05-01

TL;DR

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The AI Power Crisis — Part 1 @NuttyCLD +2 receipts

#ai-power-bottleneck #ai-power-delivery @optical-supply-chain

AOSL $31.07 -0.6% 30d coming into play BE $232.16 +8.0% 30d coming into play BESI n/a n/a 30d MPS n/a n/a 30d SICC n/a n/a 30d