Huo Xing Cai Jing reports that on June 15, "White-Haired Stock God" posted that NVIDIA and Google will accelerate the launch of 800V high-voltage direct current (HVDC) power architecture to Q3 2026 for small-scale shipments, initially deploying it on the Vera Rubin platform and Google’s next-generation AI data centers to address the surge in server power consumption from tens of kW to MW levels. Benefiting suppliers include Delta Electronics (2308), Vertiv (VRT), Songchuan Precision (7788), as well as Schneider Electric, Eaton, and Siemens. The power management and data center infrastructure sectors are expected to see significant growth.
NVIDIA and Google to Advance 800V HVDC Power Architecture to Q3 2026, Enhancing Supply Chain
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Summary
NVIDIA and Google are advancing their 800V HVDC power architecture to Q3 2026, targeting the Vera Rubin platform and Google’s next-generation AI data centers. This transition addresses rising server power demands, which are increasing from tens of kW to MW levels. Delta, Vertiv, Matsushita, Schneider, Eaton, and Siemens are poised to benefit. Altcoins to watch may respond as shifts in the Fear & Greed Index reflect infrastructure upgrades.
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