$NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.
All flagged as beneficiaries.
"Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology"
Source: Commercial Times
The power semi trade should be happy to hear this.
Serenity: Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back.
Recent SemiAnalysis reports run contrary to our own checks at Computex.
Bro this has gotta be the dumbest CPO/800V selloff I’ve seen.
Since the selloff from their claim $MU had 0 share of Nvidia HBM4
Author reports NVDA and GOOGL advancing 800V DC datacenter power adoption ahead of schedule (pulled to Q3 2026), citing Commercial Times. Lists Delta Electronics, VRT, Song Chuan, and legacy power companies as beneficiaries. Author rebuts recent selloff triggered by SemiAnalysis claims, noting Morgan Stanley checked with NVDA (denial of pushback) and own Computex due diligence contradicts the negative report. Dismisses the CPO/800V selloff and MU HBM4 share claims as unfounded.
Named as co-leader with NVDA in 800V DC adoption for next-gen AI datacenters. GOOGL +0.53% at $359.68, no negative news contradicting the datacenter power upgrade thesis. Earnings July 21. Author's broader rebuttal of selloff applies to GOOGL as well.
Author defends MU against SemiAnalysis claim of zero NVDA HBM4 share, calling the selloff dumb. However, MU currently -1.43% at $981.61 with recent sharp selloff erasing weeks of gains (per Yahoo Finance headline). Earnings June 24 (imminent). Author's defense is brief and reactive; without concrete HBM4 share data or fundamental catalyst, stance remains uncertain despite author's dismissiveness of the negative report.
Author asserts 800V DC adoption is on track (ahead of schedule per Commercial Times), contradicting selloff narrative. NVDA currently +0.16% at $205.19, near-term sentiment Somewhat-Bullish (0.298), earnings Aug 25. Morgan Stanley's denial of pushback and author's own Computex checks support bullish case against recent FUD.
Explicitly flagged as beneficiary of accelerated 800V DC rollout. VRT +1.68% at $302.87, recent news highlights AI infrastructure positioning (digital twin work, post-173% yearly surge). Earnings July 28. Price action and news align with bullish datacenter power infrastructure narrative.
事件 Earnings (EPS est 1.436) · 2026-07-28
关键要点
800V DC datacenter power timeline accelerated to Q3 2026 with small volume shipments starting
NVDA Vera Rubin platform and GOOGL next-gen AI datacenters identified as first adopters (per Commercial Times)
Morgan Stanley confirms NVDA denied 800V pushback; author's Computex checks contradict SemiAnalysis negative report
Author considers recent CPO/800V selloff unjustified, also disputes SemiAnalysis claim that MU has zero NVDA HBM4 share
