Serenity (@aleabitoreddit) “$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up” — TopicDigg
Serenity
@aleabitoreddit
I only use X, beware of imposters.
AI/Semi Supply Chain Analyst
Not investment advice, DYODD. Now publishing free research on AI chokepoints.
加入 July 2025
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$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.
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