Mentioned On
Episode Mentions
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“German chipmaker reporting earnings beat on AI infrastructure demand for power supply solutions”
AI Infrastructure Supply ChainCPU vs GPU Market DynamicsAgentic AI and Inference Processing
View AnalysisCatalyst with Shayle Kann · Feb 19, 2026
The rise of grid power electronics with Drew Baglino
“Power semiconductor manufacturer developing silicon carbide devices for grid and EV applications”
Solid-state transformers (SSTs) and grid modernizationSilicon carbide and gallium nitride semiconductor technologyPower electronics history and evolution
View Analysis