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Ghost
adikumar.co· irregular· Published 7 days ago

Independent analysis of power architecture, thermal management and semiconductors in AI data centres, plus investment-style takes on related industrial companies. Readers get technical market context and a point of view on where value and competition in the AI buildout are heading.

48v to 12vintermediate bus architecturepoint of loadwide bandgapgansicdata center powerliquid coolingeatonboydpurgeriteequity analysis
Platform
Ghost
Frequency
Irregular
Latest issue
Oct 17, 2026
Language
English
Written for
Engineers, investors and analysts following AI infrastructure and power electronics
Tone
analytical
Tracked since
Oct 23, 2026

Website: https://adikumar.co/