'White-Haired Stock God': NVIDIA and Google Move Up 800V HVDC Power Architecture Shipment Date to Q3, Benefiting Multiple Suppliers

BlockBeats News, June 15, 'White-Haired Stock God' posted that NVIDIA and Google have advanced the small-batch shipment of the 800V High Voltage Direct Current (HVDC) power architecture to Q3 2026. It will first be used in 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), Matsukawa Precision (7788), as well as Schneider Electric, Eaton, Siemens, and other companies. The power management and data center infrastructure sectors are expected to see significant growth. [Original Link]