Nvidia’s 800VDC Power Shift Is Here

AfraSimon
08-18

$NVIDIA(NVDA)$ ’s next-generation 800VDC power architecture is set to begin rolling out this year, creating a new opportunity across the AI data-center power chain.

The ecosystem spans power semiconductors, power supplies, electrical equipment and infrastructure, with key partners including:

🔌 Power & Semiconductors
MediaTek · $STMicroelectronics NV(STM)$ · $Navitas Semiconductor Corp(NVTS)$ · $Power Integrations(POWI)$ · Infineon · $Texas Instruments(TXN)$ · $Monolithic Power(MPWR)$ · $Alpha & Omega Semiconductor(AOSL)$ · $ON Semiconductor(ON)$ · $Analog Devices(ADI)$

⚙️ Power Systems & Infrastructure
$Flex Ltd(FLEX)$ · Delta Electronics · $Vertiv Holdings LLC(VRT)$ · LITE-ON · $GE Vernova Inc.(GEV)$ · $Eaton Corp PLC(ETN)$ · $ABB Ltd.(ABBNY)$ · Schneider Electric · Siemens

🔗 Connectivity
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The bigger picture: as AI clusters scale, power delivery is becoming just as critical as GPUs.

Nvidia’s move toward 800VDC could reshape how next-generation data centers distribute and manage power—and create a broader group of beneficiaries beyond Nvidia itself.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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