The world's first Vera Rubin NVL72 is here. A real milestone. And it's only the start. This rack already pulls ~190kW — up ~45% from Blackwell, same Oberon frame. The same family climbs to 600kW and native 800VDC by Kyber in 2027. The ramp begins here. 93 likes · 11 retweets · 2 replies · 2026-06-01T06:28:15.000Z Captured by scrape-follows from @NuttyCLD

MLCCs are now being valued as important AI infrastructure components, not just small passive parts. 94 likes · 16 retweets · 1 replies · 2026-05-29T13:00:03.000Z Captured by scrape-follows from @NuttyCLD

When people look at NVIDIA’s 800V partner list, most start with the company names. I think it’s more useful to look at the relationships. Who is the technology leader? Who is actually capturing the revenue? Who is challenging the incumbent answer? Being on the same list does 75 likes · 11 retweets · 1 replies · 2026-05-28T19:41:47.000Z Captured by scrape-follows from @NuttyCLD

The easiest way to look at a stock after a 2,100% move is to say it is too expensive. The harder question is different. What production success has the market already priced in, and what signals would either validate or break the thesis from here? This piece does not treat 28 likes · 3 retweets · 1 replies · 2026-05-27T21:10:03.000Z Captured by scrape-follows from @NuttyCLD

Is the NextEra–Dominion merger the beginning of the end for onsite power? NextEra and Dominion announced a merger to create the world’s largest regulated electric utility business. https://newsroom.nexteraenergy.com/2026-05-18-NextEra-Energy-and-Dominion-Energy-to-Combine,-Creating-the-Worlds-Largest-Regulated-Electric-Utility-Business-and-North-Americas-Premier-Energy-Infrastructure-Platform-Benefiting-Customers?l=12… In The Next Bloom Energy?, I wrote: The two answers, grid upgrade and 32 likes · 4 retweets · 0…

“Why do some RF companies re-rate, while others stay buried?” A SpaceX IPO is a clear catalyst for the RF semiconductor sector, but the market will not price every supplier the same way. This piece maps the structure behind that difference. 51 likes · 7 retweets · 0 replies · 2026-05-21T14:34:54.000Z Captured by scrape-follows from @NuttyCLD

Physical AI has many possible applications, but what I found interesting about this piece is that it looks at the humanoid cycle, including Tesla Optimus, through the component layer. Just as semiconductor cycles often begin with the need to secure equipment and critical 21 likes · 1 retweets · 2 replies · 2026-05-21T09:46:50.000Z Captured by scrape-follows from @NuttyCLD

I’m especially interested in the structural similarity between Marvell’s Inphi acquisition and Nokia’s Infinera acquisition. Inphi became more than a revenue add-on for Marvell; it helped reposition the company around optical interconnect and AI data center infrastructure. 32 likes · 10 retweets · 3 replies · 2026-05-21T09:47:54.000Z Captured by scrape-follows from @NuttyCLD

22 likes · 3 retweets · 0 replies · 2026-05-19T15:36:24.000Z Captured by scrape-follows from @NuttyCLD

Earnings season arrived right after I published this piece. And the results were interesting. Companies grouped under the same “AI power beneficiary” label did not move the same way, either in earnings or in stock price. One company further proved the strength of an already 38 likes · 3 retweets · 1 replies · 2026-05-15T17:49:54.000Z Captured by scrape-follows from @NuttyCLD

I have been talking about $CSCO for the past two to three months. I may have been one of the first people on X or Substack to seriously discuss $CSCO from this angle. Now it finally feels like Cisco is starting to get its moment. If you have read my Optical Investment Map or 58 likes · 9 retweets · 7 replies · 2026-05-13T20:34:48.000Z Captured by scrape-follows from @NuttyCLD

AI servers are not just GPUs. As GPU power delivery changes, the small components around the GPU are starting to be valued by a very different standard. But the interesting part is this: Even within AI server components, the market is not pricing everything the same way. Some 76 likes · 13 retweets · 1 replies · 2026-05-13T13:00:00.000Z Captured by scrape-follows from @NuttyCLD

This piece continues the AI power bottleneck series. The previous article focused on one tiny component near the GPU. This one zooms out to the broader passive component stack inside the AI server. From far away, it looks like one trade. Up close, it splits by supplier 30 likes · 4 retweets · 0 replies · 2026-05-12T14:17:25.000Z Captured by scrape-follows from @NuttyCLD

Optical test stocks all look good. That's the trap. They get bucketed under the same "CPO test" theme, but some names need CPO to arrive fast to make money, while others get carried by the pluggable cycle even if CPO is delayed. Companies sitting far apart on the matrix end up in 77 likes · 11 retweets · 2 replies · 2026-05-04T06:51:24.000Z Captured by scrape-follows from @NuttyCLD

62 likes · 11 retweets · 3 replies · 2026-05-03T18:49:25.000Z Captured by scrape-follows from @NuttyCLD

This post was published in collaboration with @damnang2 and @PhotonCap, two writers who consistently share exceptional insights. Even if the latest GPU arrives at a data center, compute does not begin unless power and cooling are ready. In the 1MW rack era, the next bottleneck 80 likes · 12 retweets · 6 replies · 2026-05-03T18:57:24.000Z Captured by scrape-follows from @NuttyCLD

The best performing thematic basket in our universe since the recent market lows is our “AI Power Plumbing” basket - comprised of analog semis names making capacitors, PSUs, inductors, magnetics, MLCCs and discrete power semis. We were a bit early to this - at the end of 2024 , 1491 likes · 122 retweets · 42 replies · 2026-05-03T22:09:46.000Z Captured by scrape-follows from @NuttyCLD

This whole series is great! We need to rethink power in the age of AI, and there are a number of ambitious founders tackling the worlds hardest power problems @am_watt is building the HVDC grid we desperately need. 183 likes · 23 retweets · 3 replies · 2026-05-02T18:48:29.000Z Captured by scrape-follows from @NuttyCLD

@PhotonCap, @NuttyCLD, and I often meet to discuss the next major theme. We strongly agree that after optics, the next key theme is the AI data center power stack. It is a very interesting area, and I will cover it in depth soon. 74 likes · 5 retweets · 2 replies · 2026-05-02T19:21:52.000Z Captured by scrape-follows from @NuttyCLD

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

• Source: Tweet
• Author: Nutty (@NuttyCLD)
• Date: 2026-05-01
• Date captured: 2026-05-01

TL;DR

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