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AI Server Power Supply Undergoes Major Transformation, ADI Bets Big with a $1.5 Billion Investment

**Title: AI Server Power Supply Undergoes Major Shift as ADI Makes $1.5 Billion Bet** **Summary:** Analog Devices Inc. (ADI) has announced a definitive agreement to acquire Empower Semiconductor in an all-cash transaction valued at approximately $1.5 billion. This move highlights the critical and growing importance of advanced power delivery technologies in the era of data-intensive AI computing. The acquisition targets Empower's key technologies that address fundamental power challenges in high-performance AI data centers: **Integrated Voltage Regulators (IVR)**, which integrate dozens of discrete components into a single IC for high density and nanosecond transient response; **ECAP Silicon Capacitors (SiCaps)**, offering ultra-low ESL/ESR for high-frequency filtering; **Vertical Power Delivery (VPD)** architecture, which reduces transmission distance and losses; and the overarching **FinFast** technology platform. ADI's strategy aims to fill the "last millimeter" gap in power delivery from the board level to directly beneath the processor die. The deal follows ADI's recent product launches and strategy focused on AI data center power, including µModule solutions, SiC switches, and 800V high-voltage DC systems. The article details the industry-wide trend towards higher integration and VPD to manage soaring GPU/accelerator power demands, now reaching kilowatt levels per card. It examines the three evolutionary stages of AI power: traditional lateral power delivery, VPD, and ultimately substrate-integrated voltage regulators (SIVR). Competitors like Infineon, MPS, Vicor, and TDK are also advancing VPD solutions, while companies like Murata, Samsung Electro-Mechanics, and Rohm are leading in silicon capacitor development. In conclusion, as AI server power consumption escalates dramatically, technologies like IVR, SiCaps, and VPD are becoming essential for efficient power delivery within constrained spaces. ADI's significant investment signals an urgent industry need for innovation in this domain.

marsbit05/22 00:38

AI Server Power Supply Undergoes Major Transformation, ADI Bets Big with a $1.5 Billion Investment

marsbit05/22 00:38

IOSG Founder: Please Tell Vitalik the Truth, May the OGs Who Enjoyed the Industry's Dividends Illuminate the Young

**Summary: An Urgent Call for Leadership and Renewal in Web3** In a candid and urgent article, the founder of IOSG Ventures voices deep concerns about the current state and future of the Web3 ecosystem, framing it as a critical turning point. The author's recent experience at a global tech conference highlighted a concerning trend: many former crypto professionals are now rebranding as founders in AI, biotech, and robotics, representing a "great self-rescue" but also a potential exodus. Key problems identified include a broken feedback loop within the ecosystem, a mass departure of developers to AI, and a severe lack of positive societal recognition for Web3, making it difficult for practitioners to take pride in their work. The author expresses worry that Ethereum, despite its foundational role, missed crucial windows for building mainstream applications by over-focusing on technical narratives like ZK and L2 during the last bull market. A significant concern is that **Vitalik Buterin might be living in an information bubble**, shielded from the community's real struggles by those with vested interests, hindering necessary reforms. The piece draws a stark contrast between U.S. and Chinese "OGs" (industry veterans). While many American OGs continue to reinvest their wealth and efforts into building the ecosystem, the author observes that a significant portion of Chinese OGs have cashed out or pivoted to other sectors like AI, leaving the Asian Web3 ecosystem with a severe funding crisis and weakened "blood-making" capacity. The central appeal is a call to action. The author urges **OGs who have benefited from the industry's growth to "light the way" for the next generation** through mentorship, grants, and direct support—not just large investments, but practical help like referrals, mailing list access, or small grants. Buterin is asked to re-engage with the grassroots, break out of his information bubble, and lead the community through this challenging bear market, which is described as the best time to build the next foundational product. For current builders and founders, the advice is to find their "why," build alliances for mutual support, continue learning (including about AI), and maintain personal well-being without letting token prices define self-worth. The author concludes that the industry's survival depends not on any single leader, but on every remaining believer becoming a "lighthouse" to guide others, ensuring the ecosystem has a future worth building for.

链捕手05/22 00:24

IOSG Founder: Please Tell Vitalik the Truth, May the OGs Who Enjoyed the Industry's Dividends Illuminate the Young

链捕手05/22 00:24

Putting Markets On-Chain: Canton Network Quietly Becoming the New Backbone for Institutional Finance

Canton Network: A New Institutional Financial Infrastructure Emerges Visa's rapid three-day approval as a super-validator on Canton Network in March 2026 marks a significant institutional endorsement. Unlike public blockchains like Ethereum, which prioritize transparency, Canton is designed for regulated financial institutions. Its core innovation is built-in data visibility control, where transaction details are only visible to direct participants. This enables institutions like Goldman Sachs, JPMorgan, and DTCC to conduct private, secure business on-chain without exposing sensitive strategies or positions. Canton, developed by Wall Street-focused Digital Asset, emphasizes slow, methodical development to meet stringent institutional requirements. Current on-chain activity, exceeding $9 trillion monthly, involves real balance-sheet operations like tokenized repos, treasury settlements, and collateral movement—not retail speculation. Key applications include JPMorgan's deposit token (JPM Coin), DTCC's U.S. Treasury tokenization, and Visa-enabled atomic settlement, aiming to synchronize asset delivery and payment instantly. The network's CC token is a utility asset, with value tied to real financial activity volume. It features no pre-mine or VC allocations, aligning with institutional preferences for transparency. Canton's 3–5 year vision is to become an "invisible" foundational layer for global finance—facilitating real-time cross-border capital flows, institutional stablecoin settlement, and native on-chain operations for major asset classes. While regulatory harmonization and legacy system integration remain challenges, Canton represents a pragmatic shift towards embedding markets themselves into blockchain infrastructure.

Odaily星球日报05/21 17:50

Putting Markets On-Chain: Canton Network Quietly Becoming the New Backbone for Institutional Finance

Odaily星球日报05/21 17:50

USDC Begins Nested Issuance, Coinbase Launches Custom Stablecoin Branding Service

Coinbase has launched its "Custom Stablecoins" platform, enabling businesses to offer branded stablecoins. The first client is Flipcash, a social payments app, which has introduced USDF. USDF is a Solana-based stablecoin, pegged 1:1 to USDC, and is designed to serve as a stable pricing and settlement unit for Flipcash's user-created community currencies. This move shifts the focus of stablecoins from being standalone assets or investment products to becoming embedded payment and settlement components within broader applications. For businesses like Flipcash, the core need is not to become a stablecoin issuer, but to integrate stable, reliable digital cash functionality—handling pricing, payments, and settlements—without managing the complex underlying infrastructure of issuance, reserves, on-chain contracts, fiat on-ramps, and compliance. Coinbase's platform provides this infrastructure as a service, positioning the exchange as a stablecoin infrastructure provider. While USDC remains the foundational reserve asset, the branded token (e.g., USDF) offers applications a tailored, user-facing financial tool. This development highlights a potential path for stablecoins to become ubiquitous backend utilities in social, gaming, and e-commerce applications, though it also brings significant regulatory and operational complexities associated with handling real user funds.

链捕手05/21 15:07

USDC Begins Nested Issuance, Coinbase Launches Custom Stablecoin Branding Service

链捕手05/21 15:07

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