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BlockBeats News, June 8th, KawzInvests, a rising star equity researcher, tweeted that NVIDIA's Rubin Ultra AI rack power architecture will be upgraded in 2027, shifting from 48V/54V to an 800V DC system. The per-rack power semiconductor value will surge from around $20,000 to $123,000, mainly due to the power increasing from 225kW to 600kW, requiring advanced materials such as Silicon Carbide and Gallium Nitride.
KawzInvests' analysis stated that this upgrade aims to address the weight and efficiency issues of copper busbars at high power levels, with the increased value mainly flowing to power semiconductor suppliers rather than NVIDIA or rack manufacturers. Potential beneficiary companies include: IFX, MPWR, VICR, NVTS, STM, ON, TXN, ADI, POWI, DIOD, WOLF, AOSL.
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