Source item
Open original source ↗$NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.
All flagged as beneficiaries.
"Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology"
Source: Commercial Times
The power semi trade should be happy to hear this.
Quoted context
These are the quoted author’s words.
Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4 https://t.co/YX9apQSVLT
aleabitoreddit ↗