{
  "name": "TrustBand Industries",
  "url": "https://trustband.app/industries",
  "markdown": "https://trustband.app/industries.md",
  "llms": "https://trustband.app/industries/llms.txt",
  "cite": "Source: TrustBand Industries · https://trustband.app/industries/{slug}",
  "issues": [
    {
      "slug": "800v-dc",
      "cite": "800 V DC AI factory electrical chain from grid to chip",
      "hed": "The current is the chain",
      "dek": "At 600 kW, 48 V is 12,500 A. 800 V is 750 A. NVIDIA names about 5%. The rest of the book is copper, conversion, and the building.",
      "view": "NVIDIA captures the chip. The building captures the current. Price the phase, not the logo.",
      "url": "https://trustband.app/industries/800v-dc",
      "md": "https://trustband.app/industries/800v-dc.md"
    },
    {
      "slug": "precision-reducers",
      "cite": "Precision reducers in the humanoid robot supply chain",
      "hed": "The body is a reducer",
      "dek": "Harmonic Drive in Tsu and Nabtesco in Hotaka hold about 75% of precision strain-wave and RV. Twenty to forty reducers per humanoid. The ceiling is Mie, not Sand Hill.",
      "view": "Assembler is not the industry. The reducer is. Sit Tsu and Hotaka, then sit the qualification calendar.",
      "url": "https://trustband.app/industries/precision-reducers",
      "md": "https://trustband.app/industries/precision-reducers.md"
    },
    {
      "slug": "watt-and-hand",
      "cite": "Watt and hand: AI factory power and humanoid reducers",
      "hed": "Watt and hand",
      "dek": "GPU racks pull copper. Humanoids pull strain-wave. Both chains end at the same question: who captures the step, and when.",
      "view": "Do not pick a winner in the logo layer. Pick the step that cannot be skipped, and the year it starts to print.",
      "url": "https://trustband.app/industries/watt-and-hand",
      "md": "https://trustband.app/industries/watt-and-hand.md"
    }
  ],
  "desk": [
    {
      "date": "2026-08-31",
      "headline": "Rubin packs more revenue into each gigawatt",
      "dek": "Jensen says Vera Rubin can put more than $40B of NVIDIA content through every energized GW. Higher density does not remove the power queue; it raises the take per permit.",
      "captures": "NVIDIA captures more of each GW. The grid still gates how many GW get built.",
      "xHref": "https://x.com/StockSavvyShay/status/2094421644521746860",
      "xHandle": "StockSavvyShay",
      "issueSlug": "800v-dc",
      "also": [
        {
          "href": "/industries/800v-dc",
          "label": "Issue 01 · 800 V"
        },
        {
          "href": "/industries/precision-reducers",
          "label": "Issue 02 · Body"
        }
      ]
    },
    {
      "date": "2026-08-30",
      "headline": "The building takes the current",
      "dek": "At 600 kW, 48 V is 12,500 A. 800 V is 750 A. NVIDIA names about 5%. The rest of the book is copper, conversion, and the hall.",
      "captures": "NVIDIA captures the chip. The building captures the current.",
      "xHref": "https://x.com/Frenchie_/status/2093998664855212422",
      "xHandle": "Frenchie_",
      "issueSlug": "800v-dc",
      "also": [
        {
          "href": "/issues/800v",
          "label": "Issue 01 · 800 V"
        },
        {
          "href": "/issues/body",
          "label": "Issue 02 · Body"
        }
      ]
    }
  ]
}