The AI Power Crisis — Part 2 - NuttyCLD

The Rack Becomes the New Grid

The AI Power Crisis — Part 2 The Rack Becomes the New Grid Nutty Apr 17, 2026 106 17 10 Share In Part 1 , we stayed at the grid level. We looked at why HVDC is making a comeback, and why the real bottleneck in the age of AI is no longer just generating electricity, but delivering it with minimal loss. But the story does not end at the substation. It continues into the data center building, into the server rack, and ultimately right up to the edge of the chip. Thanks for reading NuttyCLD! Subscribe for free to receive new posts and support my work. Subscribe Part 2 is about what happens inside.

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• Kamal Nayan Bandaru

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