Deoks

At first, a new 650V GaN device sounded like a component-level detail in the AI boom. Then the target application made the point much clearer: an 800V intermediate-bus converter sitting between high-voltage distribution and the low-voltage rails that feed an AI rack. Renesas says its new device uses dual-side cooling in an 8×8 mm package because designers of megawatt-scale racks are running out of board area and thermal headroom before they run out of ambition. That is a useful reframing. The power bottleneck is not only at the grid connection or the data-center fence; it is also on the board that must turn incoming power into usable accelerator power. The question is not whether one GaN package “solves” AI electricity demand. It is whether it gives a rack designer enough thermal and layout margin to make the next power architecture practical. Previous Tech(EN) post: Oracle’s Point Beach Power Commitment: Who Pays for AI Data Centers? Key Takeaways Renesas introduced...

This announcement caught my attention because it is not simply a nuclear-power headline. Oracle says it plans to take a portion of existing Point Beach Nuclear Plant generation while it develops Project Lighthouse, its data-center project in Port Washington, Wisconsin. The striking number is approximately $300 million in expected fuel-cost relief for Wisconsin utility customers. But that number is Oracle's expectation, and the planned subscription still needs Public Service Commission of Wisconsin approval. That approval line is the real story. AI data centers need enormous, steady electricity, and communities want to know who will carry the bill when a new load arrives. Power procurement is becoming part of the license to build an AI campus. Previous Tech(EN) post: Applied Digital Adds 75 MW: What “Ready for Service” Really Tells Us Key Takeaways Oracle announced a planned subscription to a portion of existing Point Beach Nuclear Plant generation. Oracle say...