NuttyCLD
NuttyThe AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores the physical infrastructure behind it — one bottleneck at a time.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 3 | Subscribers | Read | nuttycld.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The AI Power Crisis — Part 3
In Part 1, we stayed at the grid level. Roughly 135 years after the original AC-DC rivalry, DC began to challenge AC again, and the reason was the evolution of power semiconductors. In Part 2, that voltage moved inside the data center and c...
The AI Power Crisis — Part 2
In Part 1, we stayed at the grid level. We looked at why HVDC is making a comeback, and why the real bottleneck in the age of AI is no longer just generating electricity, but delivering it with minimal loss.
The AI Power Crisis — Part 1
We are building the most power-hungry machines in human history.
Authors
The writers behind this newsletter.
Analog IC Design Engineer in Silicon Valley. Writing about circuits, semiconductors & industry.
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