BlockBeats report, June 8: New Wall Street research analyst KawzInvests (@KawzInvests) posted that NVIDIA’s Rubin Ultra AI rack power architecture will be upgraded in 2027 from 48V/54V to an 800V DC system, increasing the power semiconductor value per rack from approximately $20,000 to $123,000, primarily due to the power increase from 225kW to 600kW, requiring advanced materials such as silicon carbide and gallium nitride.
KawzInvests analysis indicates that this upgrade aims to address weight and efficiency issues with copper busbars under high power, with value creation primarily flowing to power semiconductor suppliers rather than NVIDIA or rack manufacturers. Potential beneficiaries include: IFX, MPWR, VICR, NVTS, STM, ON, TXN, ADI, POWI, DIOD, WOLF, AOSL.
KawzInvests has 100,000 followers on X, and their tweets primarily focus on high-flexibility sectors such as AI infrastructure, optical communications, and small-cap growth stocks. They derive their insights from supply chain positioning, order signals, partnerships, management changes, merger and acquisition potential, and valuation upside. Their breakout success included a bullish call on AAOI at the end of last year, when the stock was trading at just $30—later surging above $220.