NuAxiSemiconductor trade intelligence

[News] NVIDIA, Google Among First 800V HVDC Adopters; Initial 3Q26 Shipments May Boost Infrastructure Suppliers

What happened

NVIDIA and Google are adopting 800V HVDC architectures to handle rising AI data center power demands, with Delta Electronics expected to benefit from increased demand for rack power systems and liquid cooling. This shift represents a bullish outlook for infrastructure suppliers as high-density AI platforms require advanced power delivery.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

HVDC Power SystemsLiquid Cooling SystemsCold Plate ModulesHVDC FansBattery Backup Units

NVIDIA Google Delta ElectronicsSchneider ElectricEatonSiemens AG

800V HVDCAI Data CenterLiquid CoolingDelta Electronics

Source and time

Source: TrendForce · 6/14/2026 · View original source

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[News] NVIDIA, Google Among First 800V HVDC Adopters; Initial 3Q26 Shipments May Boost Infrastructure Suppliers

What happened

Impact and signal

Affected components and suppliers

Source and time

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