Semicon West and OCP point to next bottlenecks: high-kW liquid cooling, 800VDC, semicap
BenBajarin · x · 2026-10-14
Analyst Ben Bajarin's takeaway from Semicon West and OCP: the next set of problems to solve in AI infrastructure lie deeper down the stack — higher-kW liquid cooling, 800VDC power delivery, and semiconductor capital equipment. Optical manufacturing matters too, but that was already a given.
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