$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.
"Having kids means you will do anything to ensure that they live and are happy, for you love them more than your own life a thousand times over."
一 Elon Musk