$NVDA next-generation Vera Rubin AI platform is expected to significantly increase the content value of the power, cooling, and optical communication supply chain


Compared with Blackwell, Vera Rubin’s power consumption doubles, while performance per watt improves 10x
This means AI racks will consume much more power, pushing power supply requirements higher and accelerating demand for 800V HVDC architectures
The main beneficiaries are:
Power supply chain
Delta Electronics ( and Lite-On ( are expected to benefit from higher-end power supply requirements as AI racks move toward higher voltage, higher density power systems
Cooling supply chain
Auras Technology ( and Asia Vital Components ( are highlighted because Vera Rubin’s higher power density requires full liquid cooling
The threshold is also rising because quality requirements are much stricter. In liquid cooling, any leakage can create serious system risk, so suppliers with proven reliability become more valuable
Optical communication
Browave ( and Starshine Optical ( are also potential beneficiaries from the broader Vera Rubin upgrade cycle
NVDA1.36%
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