Notes from the bridge.
Short, sourced reads on AI rack power — what changes when GB300-class racks standardize on BBU, where the 800 VDC bus takes backup design, and how to read a lithium compliance claim.
Three sheets, currently issued.
Why GB300 Made BBU Standard Equipment for AI Racks
NVIDIA's GB300 NVL72 power supplies now carry integrated energy storage, smoothing rack draw by up to 30% — by Futurum's estimate — and putting batteries inside the reference design. What that shift means for anyone specifying backup power this year.
Read note →
NVIDIA's 800 VDC Architecture: What It Changes for Backup Power
The 800 VDC datacenter arrives with NVIDIA's 2027 Kyber racks, and ±400V shelves like Delta's 72 kW BBU already speak that bus. How bridging moves upstream — less copper, higher efficiency, a different battery form factor.
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UN 38.3, IEC 62619, UL 1973: The Compliance Map for Rack Batteries
Tested, designed, compliant, certified — four words with very different weight in a lithium tender. A plain-language map of what each standard actually documents, plus the Class 9 shipping paper chain.
Read note →One note a month. No filler.
We publish when something material changes — a standard revision, a rack architecture, a shipping rule. Need an answer before the next note? Ask an engineer directly.
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