I have been very impressed by @SemiAnalysis_ . I think of myself as a wide ranging systems engineer, looking for value at every level from t…

I have been very impressed by @SemiAnalysis_ . I think of myself as a wide ranging systems engineer, looking for value at every level from the chip specs to the user interface, but SA exposes me to additional levels of "the system", both above (datacenters) and below (semiconductor fabrication). It probably puts me in "just knows enough to be dangerous" territory. Neat things I learned today: Some of the 800VDC datacenter design choices leverage parts commoditized by electric vehicles. There is now a SiC MOSFET that can operate on 10kV electricity, opening up the possibility of working directly with medium (ha!) voltage AC power transmission lines without stepping down.

Source: Dylan Patel (X) | 2026-05-26