Drew Baglino

speaker

1,210 appearances 2 recordings 1 series first heard Aug 2026 last heard 6 Aug

Drew Baglino’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.

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Wow.

So that industry of making those power electronics devices, and they need to be mature.

You don't want to lose your motor, your main engine.

On the highway at 75 miles an hour, like that inverter in the car needs to be damn good.

And so that reliability has been proven through the like billions of EV miles and terawatts of devices manufactured.

So you're not like out on a limb there.

But of course, I think we need to be honest about it.

It's going to be hybrid, right?

You're going to have...

data centers that have some intervolt distribution and some 400 volt AC.

And you're going to have the ability to go both ways.

Like you have some power shelves that are going AC to 800 and you have the inverter opposite.

Like you might do intervolt distribution DC and then have a little inverter on the side that powers a network rack.

And still all the same time, like maintaining distributed redundancy.

But I do believe like the hybrid world will exist for some time.

Yeah.

We've worked with, um, uh, some people to quantify this.

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