Nvidia and Google are accelerating the adoption of 800V DC technology, pulling the timelin
Nvidia and Google are accelerating the adoption of 800V DC technology, pulling the timeline up to Q3 2026 with small volume shipments starting. Key beneficiaries include Delta Electronics, Song Chuan Precision, VRT, Schneider Electric, Eaton, and Siemens. The power semiconductor sector is expected to benefit.
“$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.”Original post：X / @aleabitoreddit ↗
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Nvidia's Vera Rubin platform is cited as one of the first adopters of the accelerated 800V DC technology, implying strong demand for their AI data center products.
Trade ↗Google's next-gen AI data centers are specified as early adopters of 800V DC, likely increasing efficiency and reducing costs.
Trade ↗Vertiv is listed as a beneficiary, suggesting involvement in power infrastructure for the accelerated 800V DC rollout.
Trade ↗Schneider Electric is flagged as a beneficiary, likely supplying power distribution and management systems for the 800V DC platforms.
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