LEARNING PATH
POWER & COOLING
Trace electricity, time to power, cooling, and capital intensity.
From chip to grid: map the power chain before choosing an AI-data-center thesis
A practical map of the electrical, thermal, contractual, and reliability boundaries between a GPU and a power plant.
Interconnection and time to power: capacity is an engineering and regulatory queue
Why a large-load request becomes studies, equipment, tariffs, construction, commissioning, and operating limits.
Bloom Energy solid-oxide fuel cells: mechanism, fuel boundary, and operating questions
How to evaluate an onsite solid-oxide fuel-cell system without confusing its product description with a lifecycle result.
Bloom Energy business and customers: distinguish a customer signal from recognized revenue
A disclosure ladder for reading customer, partnership, deployment, and revenue claims in onsite power.
Bloom Energy financial statements: a filing is a measurement boundary, not a valuation answer
Read income, balance sheet, cash flow, notes, concentration, and risk factors as separate evidence.
Bloom Energy backlog and contracts: backlog is a definition with cancellation and execution risk
How to keep commercial pipeline, binding contracts, revenue, cash, and installed capacity separate.
Bloom Energy cash flow and dilution: follow the funding path
Cash generation, debt, equity, and project financing answer different questions than earnings.
Gas supply, emissions, and permits: onsite power has external boundaries
A site checklist for fuel contracts, air permits, methane boundaries, and emissions claims.
Nuclear and PPA economics: a contract is not a delivered megawatt
Compare nuclear supply, PPAs, and data-center demand using delivery, risk, and accounting boundaries.
Transformers, switchgear, and UPS: the electrical chain behind usable compute
Map the equipment, protection, redundancy, and commissioning steps between utility service and a rack.
Liquid cooling and rack density: thermal design is an interface problem
Explain direct-to-chip and liquid loops through heat transfer, water boundaries, controls, and serviceability.
Vertiv business and valuation: link power-and-cooling demand to filed economics
Read Vertiv’s systems business, backlog, cash economics, and risks without turning demand growth into a price target.