The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Infineon

On the map: Power inside the building

Named in one piece. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. High-voltage switches

    Infineon, onsemi, STMicroelectronics and ROHM make SiC chips; Navitas and Innoscience make GaN ones.

    Powering the rack: 800 volts reaches the AI rack before it reaches the building · 7 August 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.