Huo Xing Cai Jing reports that, on June 25, according to a report by the leading consulting firm TrendForce, NVIDIA is developing an 800V high-voltage DC power rack, scheduled for shipment in the third quarter of 2026 as an optional configuration for the Vera Rubin platform. The report states that rack power consumption for the Rubin Ultra generation will surge to approximately 660 kW, with the next-generation air-cooling system reaching 1.2–1.3 MW; 800V power systems are expected to become significantly more widespread after the second half of 2027. It should be noted that the report itself does not mention any specific stock names, but based on previously disclosed information, companies such as Vertiv and Eaton have clearly partnered with NVIDIA to advance the design of the 800VDC platform.
NVIDIA is developing 800V high-voltage DC racks for the Vera Rubin platform.
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Summary
NVIDIA is developing 800V high-voltage DC power racks for the Vera Rubin platform, with shipments expected in Q3 2026. The Rubin Ultra generation will consume approximately 660kW, while next-generation air-cooled systems may reach 1.2–1.3MW. The 800V design is likely to gain widespread adoption after mid-2027. Vertiv and Eaton are reportedly collaborating with NVIDIA on the platform. Traders are closely monitoring these developments for insights into altcoins to watch and how this hardware shift may impact the daily market report.
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