Issue 03 · Cross-book

+8

Watt and hand

Watt and hand: AI factory power and humanoid reducers

GPU racks pull copper. Humanoids pull strain-wave. Both chains end at the same question: who captures the step, and when.

Issues·Desk·Shorts·House·/industries.md

30 Aug 2026 · 6 min · 0:48 listen · /industries/watt-and-hand.md

Do not pick a winner in the logo layer. Pick the step that cannot be skipped, and the year it starts to print.

Desk view · cite the URL

Listen

Night briefing

Atlas · 0:48 · not a keynote

BriefingShort

0:000:00

The chain

The watt

06 steps

1. I · Shared

   Two spines, one method

   The desk. Then the house.

2. II · 2026–28

   Retrofit and allocation

   Power racks. Reducer houses.

3. III · 2028–30

   Building DC, un-caged cells

   Hall owners. Qualified actuators.

4. IV · After 2030

   SST and second source

   Whoever owns the gate.

Watt

The hall

1. 01NowGrid and interconnectUtilities, TSOs
2. 02P1–P3MV ironSchneider, Eaton, ABB
3. 03P2–P4800 V conversionInfineon, Wolfspeed, Navitas
4. 04P2–P3Busway and the hallBusway, copper, Vertiv
5. 052026–28Rack powerPower-rack vendors
6. 06P2+The dieNVIDIA

The permit.

Hand

The hand

1. 01NowFeedstockSpecialty mills
2. 02Now–30The reducerHarmonic Drive, Nabtesco
3. 03NowServo and senseNidec, Yaskawa
4. 042026–28Actuator BOMWhoever holds allocation
5. 052026–29QualificationPlant-ready vendors
6. 06AlwaysAssembler and modelOEMs, labs

Quiet inputs.

X desk

It broke there first

The map lands on X. The missing column usually sits in a reply. We sit both, then write the view.

Frenchie @Frenchie_

Break

Grid to chip, 800 V DC, four phases. The electrical spine of the AI factory.

30 Aug

Shawn @smsehy

Break

The body is gated by reducers, not by the assembly line. Tsu and Hotaka hold the book.

27 Aug

Gontran Lafuerist @LifeCactus

Comment

Missing the margin on each step. That is the column the desk now sits.

30 Aug

Sources

• 800 VDC architectureNVIDIA
• Inside the 800VDC revolutionSemiAnalysis
• Harmonic Drive SystemsHDS

Short

Nine by sixteen. One line.

The rack

+11

0:08

Copper on one spine. Strain-wave on the other. Same book.

The issue

Notebook

Pack for NotebookLM

Google does not give the desk a generate-overview pipe. Copy the pack, drop it in a notebook, and let their voice sit beside ours.

Copy the packDownload markdownOpen NotebookLM

House

Sit the next issue. Print the chain.

A house underwrites one map — electrification, physical AI, the picks that do not trend until the assembler does.

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