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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
We used to say that utilities were herd animals.
I definitely agree that it seems like the data center space is similar for good reason, right?
Like, as you said, right?
Like, I'm looking at your wall here.
Nine nines, right?
Like, that's the expectation.
Like, you need to be confident that when you're deploying that CapEx for 15 to 20 years that it's going to work.
Right.
But it's beyond just money.
I think the other thing is because you've dramatically simplified it, the like project timeline can reduce.
Yeah, I mean, you know, my team and I, yeah, we spent a lot of time sort of commercializing silicon carbide, which is like the key power semiconductor component in the higher voltages on the DC side.
And then actually another interesting power semiconductor material called GaN is what's really enabling the 800-volt power shelves that are at the power density that they need to be in these racks.
GaN can switch at millions of times per second, and that's sort of the latest generation technology that is already making, even with the 400-volt distribution, it possible to have
the, you know, kilowatt level GPU.
Oh, how high can you go?
Yeah, with 800 volts DC, you can get up to like two megawatts a rack.
Of course.
Yeah.
I mean, it's got to be liquid coolant.
No question.
Showing 841–860 of 1,210 · page 43 of 61
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