The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Texas Instruments

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. At the chip

    Texas Instruments, Monolithic Power, Analog Devices and Renesas make power stages and eFuses. Nvidia sets the 800 VDC design.

    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.