「Photonics Stock Godfather」: NVIDIA's Rubin Architecture Upgrade to Watch Power Semiconductor Suppliers

BlockBeats News, June 8th, emerging US stock star analyst KawzInvests (@KawzInvests) stated in a post that NVIDIA's Rubin Ultra AI rack power architecture will be upgraded in 2027, shifting from 48V/54V to an 800V DC system. The semiconductor value per rack power will soar from around $20,000 to $123,000, primarily due to the power increasing from 225kW to 600kW, requiring advanced materials such as silicon carbide and gallium nitride.

KawzInvests' analysis indicates that this upgrade aims to address the weight and efficiency issues of copper buses under high power, with the incremental value flowing mainly to the power semiconductor suppliers rather than NVIDIA or rack manufacturers. Potential beneficiary companies include: IFX, MPWR, VICR, NVTS, STM, ON, TXN, ADI, POWI, DIOD, WOLF, AOSL.

KawzInvests has 100,000 followers on X platform, with his tweets focusing more on AI infrastructure, optical communications, and small-cap growth stocks in these high-resilience areas. He seeks logic from the supply chain position, order clues, partners, management changes, M&A possibilities, and revaluation space. His rise to fame includes being bullish on AAOI at the end of last year when the stock was only $30, and its price later surged to above $220.