Ezassi Signals Pilot
Ezassi Signals · Pilot · 20 places

Know what moved before it reaches you as news.

Name the company, field or regulation that could change your plans. Every signal shows how strong the evidence is, fact by fact, along with what moved and what to do. And the watch keeps running, so its history builds from day one.

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No software to install and nothing to log in to. Everything arrives by email. 30 days free. No card needed. At the end of the month, you decide whether to keep it running.

See one before you sign up

What a signal looks like

Real signals from our sample watches, September 2026. Shortened for this page. Two examples to show what you get.

From our data center power-path watch (Domain · Commercial).

HIGH Immediate (0–3 months) Commercial & Market Signals Review

NVIDIA's first production-scheduled 800 VDC design explicitly preserves the existing AC facility. The grid-to-rack path is not being rebuilt for initial deployments.

NVIDIA's first production-scheduled 800 VDC power rack, launching in H2 2026, uses a "sidecar" that converts 415/480 VAC at the rack, with no upstream facility changes. Initial deployments will use existing AC infrastructure rather than a native DC backbone.

Reasoning

This is the most direct answer the evidence gives to the watch question: a named production schedule (H2 2026), a named topology (sidecar AC-to-DC conversion), a named upstream feed (415/480 VAC) and an explicit statement that upstream infrastructure isn't modified. That's a production architecture with a timeline, not a reference design or a collaboration announcement. Two independent sources agree on it; a third is consistent but unconfirmed, so this signal is marked Review.

Pattern

StorageReview reports NVIDIA's "Option A" sidecars convert 415/480 VAC locally with no building modification, on a rack roadmap of 145 kW, 330 kW and 570 kW, with native 800 VDC targeting up to 1 MW per rack later. Vertiv says its 800 VDC portfolio commercializes in H2 2026, followed by pilots and a deployment ramp through 2027.

Implication

Near-term capital flows to conventional medium-voltage transformers and AC switchgear, already on long lead times, rather than solid-state breakers or solid-state transformers. Native 800 VDC infrastructure is a 2027-and-beyond story.

Recommended Action

Reweight near-term supply-chain monitoring toward MV transformers and AC switchgear. Set a separate alert for when NVIDIA or a hyperscaler announces a native-DC ("Option B") facility that modifies upstream MV infrastructure.

Sources & What They Signal
  • StorageReview, "NVIDIA Moves 800 VDC Power Architecture from Concept to Production": describes the H2 2026 sidecar topology with no upstream building modification. Direct evidence the AC facility path stays intact.
  • Vertiv, "From Rack to Data Hall: The Practical Path to 800 VDC": confirms the sequencing, with commercialization in H2 2026, then pilots and a ramp through 2027.
  • UnconfirmedSupplyICS, "AI Data Center Power BOM Sourcing Late 2026": reportedly treats 800 VDC as a roadmap and qualification question. Consistent with the two sources above, but the source itself couldn't be confirmed.

Not your industry? These are just two examples.

Signals works for any company, field or regulation you name, from medical devices and specialty chemicals to packaging, aerospace and consumer goods. Tell us what you want watched and your first signals arrive by email.

Set up your signal

Set up once. It keeps watching.

  1. Set up your signal.Use our setup form. It asks the same questions as setting up a signal on the Ezassi platform, plus a few about your company, so every signal tells you what it means for you. It takes about ten minutes.
  2. Get your first signals within one business day, usually the same day.Your first signals and a full profile of what you're watching arrive by email. Each signal says what happened, how strong the evidence is and what to do. After that, an email arrives weekly or monthly, whichever you choose, plus a recap at the end of your first month.
  3. Add four more watches.In week three, we'll suggest four more watches in the same field, and you choose which ones to add. That's when you start to see the same event surface across more than one of them.

Your first month, free

Free monthFrom month two, $499/month (or $149 for 1 watch)
1 watch, then all 5 from day 215 watches
A full profile of each watch, by emailA full profile of each watch, by email
Signals email, weekly or monthlySignals email, weekly or monthly
3 research reports on your subject, one a week: Overview, Trend Scan and Deep InsightsResearch reports as an add-on

Your three research reports

All three cover the subject you're watching, and each one goes further than the last.

Overview
What is it, and who's involved? What the field is, the problem it solves, the companies, research groups and investors in it, and where development is heading.
Trend Scan
Where is it heading, and who's moving? Market size and growth, who competes, the technical and commercial hurdles, who's investing, buying or partnering, and the opportunities and risks ahead.
Deep Insights
What should your company do about it? How the subject fits your company's strengths and gaps, whether to build, partner or acquire, which companies to approach, and a 90-day plan with go/no-go points.

Evidence you can act on, not another news feed

Primary sources, not headlines

Every run draws on the 3DScout Library of 360M+ patents, publications, grants, clinical trials and company records, as well as the open web.

Every fact is graded

Each fact is tagged Verified, Review or Inconclusive. Each signal carries a strength band, a time horizon and a recommended action. When the evidence doesn't support a call yet, the signal says so.

History builds while you watch

A watch started today has a record next quarter. One started next quarter doesn't.

Start with a watch we've already built

Pick one of these in the setup form, or bring your own.

  • Food traceability and ingredient restrictions (US)
  • Dietary supplement manufacturing compliance (US)
  • GLP-1 product demand
  • Pharma contract manufacturing onshoring (US)
  • PFAS in packaging and products (US)
  • Sodium-ion stationary storage
  • Data center power path
  • Automated sheet metal bending

Watching a regulation?

Regulation watches include signals only: forward-looking changes, with the evidence and what to do. They don't include The Report, our monthly record of recalls, import alerts and effective dates. Accurate reports need direct connections to agency data, which this plan doesn't cover. If you need The Report, talk to our team.

Talk to our team →

Set up your signal

These are the same questions you'll answer when you set up a signal in Ezassi. The clearer your goal, the sharper your signals. Your first signals arrive by email within one business day, usually the same day. Free for 30 days, no card needed.

What you tell us about your company is used only to explain what each signal means for you. It's never shared and never used to set up anyone else's watch.

Set up your signal

Opens the Ezassi setup form. It takes about ten minutes.

Choose your plan

Signals One
$149/month

After a free first month

  • 1 watch on the company, field or regulation that matters most
  • Every signal rated for evidence strength, with what moved and what to do
  • A profile of your watch
  • Signals email, weekly or monthly (Regulation watches are monthly)
  • Move up to 5 watches any time. Your watch and its history carry over
  • No contract. Stop any month
Set up your free watch

Billed monthly in USD, plus any applicable sales tax, only if you choose to continue after your free month.

Enterprise
Custom

For teams and regulated categories

  • Everything in Signals, for your whole team
  • As many watches as you need, including University and Expert
  • Shared boards, the Directory and ideation-to-pipeline
  • The Report on Regulation watches
  • Analyst review and custom research from our team
Talk to our team

Annual agreement. Priced to your team and scope.

Questions

Do I need to log in to anything?

No. Your signals, your profiles and your monthly recap all arrive by email, and they read fine on your phone.

Do I need a card to start?

No. Your first month is free and nothing is charged. Near the end of the month we'll send a recap of everything your watches found and a link to continue if you want to.

What happens at the end of the free month?

You choose. Continue all 5 watches for $499/month, or keep 1 watch for $149/month. Either way, the watches you keep and their history carry on with nothing to set up again. If you don't continue, your watches pause and we keep their history for 90 days in case you come back.

How do I cancel?

During your free month there's nothing to cancel: if you don't choose to continue, your watches simply pause. Once you're paying, use the link in any billing email. Cancelling takes effect at the end of your current period.

Can my team share it?

This plan is for one person. For shared boards, colleagues and analyst support, talk to our team.

Can I watch a university or an expert?

Not on this plan. Our team sets those up as part of a full engagement.

How do I get my research reports?

They come to you by email as PDFs, one a week over your first three weeks, on the subject you're watching. Want a different subject? Reply to your welcome email.

Is my information private?

Your watches and signals are visible only to you.

20 pilot places. Start watching this week.

Set up your free watch
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