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Bloom Energy: Ask the Stock, the Engineering Answers.
Beyond the Hype: The Engineering Moat and the 90-Day Lead Time Rewriting the AI Power Race
Jun 9
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Nutty
17
3
4
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The Next Bloom Energy?
May 1
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Nutty
68
3
11
Everyone Saw NVIDIA’s 800V List. Few Read It Correctly.
May 26
•
Nutty
59
7
7
Who Owns the First 1 Meter?
May 3
•
Nutty
,
Damnang
, and
PhotonCap
48
8
5
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[Open Article] ‘Fuel Cell’ Is One Word. The Bets Aren’t.
Same name, different roles and different economics · and the real rival is gas
Jun 6
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Nutty
34
6
2
Dell Got the Headlines. HPE Got the Margin.
Four builders rode the same AI tailwind: Dell, HPE, Lenovo, Super Micro. The box barely earns and the chip takes the margin. Only one of them already…
Jun 2
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Nutty
19
2
Everyone Saw NVIDIA’s 800V List. Few Read It Correctly.
A four-stage map of GaN, SiC, and the new AI data center power stack.
May 26
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Nutty
59
7
7
The LEO RF Map After SpaceX’s IPO
Nine public companies, four supply positions, and one market that refuses to re-rate evenly.
May 19
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Nutty
28
1
10
MLCC and the Passive Components Powering AI Data Centers
MLCCs, polymer capacitors, power inductors, and 800V magnetics each tell a different market story.
May 12
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Nutty
38
1
9
IREN and NVIDIA’s Strange AI Factory Deal
Big numbers. Stranger structure.
May 8
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Nutty
21
2
5
Not Every AI Power Winner Is the Same
Separating Cycle, Artifact, and Structure in the Transformer Bottleneck
May 6
•
Nutty
21
3
4
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Nutty
The AI revolution runs on electricity, light, and silicon. A Silicon Valley circuit designer explores the physical infrastructure behind it — one bottleneck at a time.
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