$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
Happy to meet you in Nice, my friend President Macron. Thank you for taking part in ‘Bharat Innovates’ at a time when our nations are marking the ‘Year of Innovation.’
@EmmanuelMacron
🎉 Happy 80th Birthday to President Donald J. Trump!
The most resilient leader in U.S. history — and arguably the greatest. His unwavering love for America shines through in everything he does, especially securing our border and putting our country first.
Happy Birthday to the GOAT!
Please keep taking such great care of him, First Lady Melania. 🇺🇸
(Video: AI)