英伟达和谷歌加速采用800V直流技术，时间表提前至2026年第三季度，小批量出货开始。主要受益者包括台达电子、松川精密、VRT、施耐德电气、伊顿和西门子。功率半导体行业预计将受益。
英伟达和谷歌加速采用800V直流技术，时间表提前至2026年第三季度，小批量出货开始。主要受益者包括台达电子、松川精密、VRT、施耐德电气、伊顿和西门子。功率半导体行业预计将受益。
“$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.”原帖：X / @aleabitoreddit ↗