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Alex Lidow

Former business executive

Sep 15, 2026

7:24
So which architectural shift do you see, do you believe will have the greatest impact over the next year? And what role we can play in enabling this one?
7:35
So with the 800-volt bus, which everybody is talking about, we've really split the function of power delivery into two different physical locations.
7:45
The sidecar will be taking AC offline, off the line voltage, and then we'll be converting it through a solid-state transformer to an 800-volt DC bus, which will then go on rails to the various server racks.
8:00
So the back of the rack now is receiving 800-volt DC.
8:04
So the next architecture is, how do you get from 800-volt DC to 0.5-volt GPU? Various opinions and various things are evolving.
8:16
One thing that I think is clear is that the 800-volt primary side is going to be done in a multistage ISOP topology.
8:25
That's inputs and series outputs in parallel.

7 MINS LATER

15:17
So what would be, what design also, what design philosophy should they adopt to fully exploit the capabilities of GAN, of modern GAN devices and advanced passive technologies?
20:33
Right.
20:33
And have all sorts of issues.
20:36
In 1999, Japanese researchers figured out how to grow gallium nitride as a thin layer on top of silicon.
20:43
And that I learned about in the early aughts and that switched on a light bulb because it told me that you can overcome the cost problem of a compound semiconductor.
20:57
And, you know, just to bring out what that cost problem is, you know, the silicon is very cheap.
21:04
And it's actually very cheap because, well, it's heavily tooled, right? There's a lot of capital investment, but fundamentally it's cheap because the bond between silicon atoms isn't very strong.
21:17
Okay? So you don't have to put a lot of energy into the system to create the crystal.
23:03
Yeah,

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