NVIDIA is driving the adoption of a new 800 VDC power architecture for AI data centers, investing billions and collaborating with key industry partners.
Source Post
NVDA is telling you what companies to buy! 800 VDC is going to change the future of energy conversion and a...
JohnnyliMay 28, 2026
The creator highlights three energy companies that are poised to benefit from NVIDIA's investment in new 800 VDC power architecture for AI data centers. These companies are Power Integrations, Wolfspeed, and Fluence Energy.
Linked Mentions
Tickers discussed in this post
Fluence Energy provides large batteries capable of handling the high voltage demands of NVIDIA's new power architecture, positioning them to support the energy transition.
Wolfspeed is highlighted as the only American company producing silicon carbide, a critical material for high-voltage chips needed in the new energy infrastructure.
Power Integrations is a key player in enabling the 800 VDC power architecture for AI data centers, making it a strong investment opportunity.