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Institutional report: NVIDIA 800V high-voltage DC power supply rack expected to ship in Q3

2026-06-25 13:51:56

Abstract generation in progress

[ME AI] News, June 25 — According to a report from the well-known consulting firm TrendForce, NVIDIA is developing an 800V high-voltage DC power rack. It is expected to ship in the third quarter of 2026 as an optional configuration for the Vera Rubin platform. The report says the power consumption of the Rubin Ultra generation rack will rise to about 660kW, while next-generation air-cooling systems could reach 1.2-1.3MW. The 800V power supplies are also expected to become significantly more widespread after the second half of 2027. It should be noted that the report itself does not mention any stocks that would benefit. However, based on previously disclosed information, companies such as Vertiv and Eaton have clearly cooperated with NVIDIA to advance the 800VDC platform design. (Source: MLion)

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