「White-Haired Stock God」: NVIDIA and Google to Advance 800V HVDC Power Delivery Timeline to Q3, Benefiting Various Supply Chain Companies

BlockBeats News, June 15th, the "White-Haired Stock God" stated in a post that NVIDIA and Google will advance the 800V High-Voltage Direct Current (HVDC) power architecture to Q3 2026 for early small-scale shipments, leading the way for it to be used in the Vera Rubin platform and Google's next-generation AI data centers. This is in response to the surge in server power consumption from tens of kilowatts to the megawatt level.

The beneficiary supply chain includes Delta Electronics (2308), Vertiv (VRT), Murata Precision (7788), as well as Schneider Electric, Eaton, Siemens, and other companies. The power management and data center infrastructure sectors are expected to receive significant boosts.