登録して招待リンクを共有すると、動画再生報酬と紹介報酬を獲得できます。

Nicolas
@snmart
Deep dives + asymmetric bets | AI infra | Small caps | Building $10k → $1M.
参加 May 2025
409 フォロー中    1.9K ファン
I started a position in $WOLF a month ago because of the design shift in data center power architecture, moving to 800V DC to eliminate the inefficiencies of traditional silicon. Traditional silicon suffers from switching losses and major efficiency drops when operating continuously at voltages as high as 800V. The solution is to use silicon carbide, which can handle high power densities while dissipating the heat that traditional silicon would generate, therefore allowing power supplies inside solana:4aG547Y9PPAgpd8dQEMn8n87oVtFYPAP6vhqEYDHmoon new Vera Rubin racks to be miniaturized. The rise of solid-state transformers (SSTs): With the introduction of SSTs, extreme industrial-grade power semiconductors will be required. $WOLF is a pioneer in 3.3kV, 6.5kV and even 10kV SiC MOSFETs, designed for these SSTs that connect data centers directly to the medium voltage grid. With the move to 800V, BESS will become much more relevant in 2027-2028. The problem is that AI workloads create millisecond scale fluctuations that destabilize the power bus: BESS inverters must react and inject energy at extremely high speeds. SiC switches up to 10x faster than traditional silicon. Since these batteries sit on the same 800V bus, inverters built with $WOLF SiC technology eliminate the need to convert energy back into alternating current (AC), achieving conversion efficiencies above 98%.
もっと見る