"White-haired Stock God" Serenity spills the tea: Nvidia and Google are rolling out the 800V high-voltage direct current (HVDC) power architecture ahead of schedule, now aiming for small-scale shipments in Q3 2026.
First applications include:
Nvidia's Vera Rubin platform
Google's next-gen AI data center
Why the rush? Because server power consumption has skyrocketed from tens of kilowatts to megawatt levels; the old setups just can't cut it anymore.
Beneficiary supply chain list:
Delta Electronics (2308)
Vertiv (NYSE:VRT)
Songchuan Precision (7788)
Schneider Electric
Eaton (NYSE:ETN)
Siemens (PINK:SIEGY)
In simple terms: the power management and data center infrastructure sectors are set to see a noticeable boost.
First applications include:
Nvidia's Vera Rubin platform
Google's next-gen AI data center
Why the rush? Because server power consumption has skyrocketed from tens of kilowatts to megawatt levels; the old setups just can't cut it anymore.
Beneficiary supply chain list:
Delta Electronics (2308)
Vertiv (NYSE:VRT)
Songchuan Precision (7788)
Schneider Electric
Eaton (NYSE:ETN)
Siemens (PINK:SIEGY)
In simple terms: the power management and data center infrastructure sectors are set to see a noticeable boost.