Nvidia’s 800VDC Power Shift Is Here
$NVIDIA(NVDA)$ ’s next-generation 800VDC power architecture is set to begin rolling out this year, creating a new opportunity across the AI data-center power chain.
The ecosystem spans power semiconductors, power supplies, electrical equipment and infrastructure, with key partners including:
🔌 Power & Semiconductors
MediaTek · $STMicroelectronics NV(STM)$ · $Navitas Semiconductor Corp(NVTS)$ · $Power Integrations(POWI)$ · Infineon · $Texas Instruments(TXN)$ · $Monolithic Power(MPWR)$ · $Alpha & Omega Semiconductor(AOSL)$ · $ON Semiconductor(ON)$ · $Analog Devices(ADI)$
⚙️ Power Systems & Infrastructure
$Flex Ltd(FLEX)$ · Delta Electronics · $Vertiv Holdings LLC(VRT)$ · LITE-ON · $GE Vernova Inc.(GEV)$ · $Eaton Corp PLC(ETN)$ · $ABB Ltd.(ABBNY)$ · Schneider Electric · Siemens
🔗 Connectivity
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The bigger picture: as AI clusters scale, power delivery is becoming just as critical as GPUs.
Nvidia’s move toward 800VDC could reshape how next-generation data centers distribute and manage power—and create a broader group of beneficiaries beyond Nvidia itself.
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