Data Center Power: The Transition to 800 VDC
For the past two decades, power architecture has evolved incrementally around a familiar model: utility AC enters the facility, passes through switchgear, transformers, UPS systems, power distribution units, and rack power shelves, and is ultimately converted to low-voltage DC for CPUs, GPUs, memory, networking, and storage.
That model worked for conventional enterprise and cloud computing. It was good enough when racks consumed 10kW, 20kW, or even 50kW, but it becomes far more difficult as AI infrastructure pushes rack densities toward hundreds of kilowatts and, in some designs, beyond 1MW.
NVIDIA STX & CMX: Infrastructure for AI Context Storage (GTC 2026)
NVIDIA announced its BlueField-4 STX reference architecture at GTC 2026, introducing a modular framework for deploying accelerated storage infrastructure optimized for agentic AI workloads. The architecture addresses a specific technical challenge: as AI systems evolve from single-turn interactions to complex, multi-step agentic workflows with context windows spanning millions of tokens, existing storage hierarchies struggle to efficiently manage the growing KV cache that stores an AI agent’s working memory.
Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
NVIDIA GTC 2025: The Super Bowl of AI
If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything.
Let’s look at what Jensen talk about during his 2+ hour keynote.
Research Note: VAST Data’s New AI Updates & Partnerships
VAST made a wide-ranging set of AI-focused announcements that extend it’s already impressive feature set to directly address the needs of enterprise AI. Beyond the new features, VAST also highlighted new strategic relationships and a new user community that help bring VAST technology into the enterprise.
Quick Take: CoreWeave $7.5B Debt Financing to Expand AI Infrastructure
GPU-cloud provider CoreWeave announced a definitive agreement for a $7.5 billion debt financing round. The funds will be used to expand CoreWeave’s high-performance computing infrastructure to meet the demands of existing contracts with enterprise customers and AI innovators.
VAST Data to Provide Data Infrastructure for Lambda
Lambda and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda.