$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology" Source: Commercial Times The power semi trade should be happy to hear this.

The “You’re So Rich Now” $NVDA ETF. These were just some of the supply chain partners Jensen made a toast to with that comment: TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T Micron (MU) - $1.10T Delta (https://t.co/QU9iDMM1OA) - $202.28B Amphenol ( $APH )- $183.00B Foxconn (https://t.co/aTlwrBvYTH) - $128.88B Vertiv Holdings ( $VRT ) - $121.26B Luxshare (https://t.co/HXnZe7hGCv) - $78.99B STMicroelectronics ( $STM )- $61.60B Unimicron (https://t.co/hpt0Ophv4o) - $52.90B Asia Vital (https://t.co/RvcM9ecvSB) - $33.27B Lite-On (https://t.co/m9p28o5iLO) - $16.97B King Slide Works (https://t.co/KiNhmXtumB) - $15.35B BizLink Holding (https://t.co/yNk855AwXy) - $12.95B Megmeet Electrical (https://t.co/YdTe5Lhinp) - $10.78B Innoscience (https://t.co/1unM4FPf65) - $8.30B Chenbro Micom (https://t.co/8RU12cTJDW) - $5.44B JPC (https://t.co/6EU7QhvSnh) - $1.15B WUS Printed Circuit (https://t.co/52yoDEJ8Wh) - $972M

$VRT (May 13, 2026-daily chart update) Trend is always your friend. Ride with the whale momentum until the red ribbon is breached below. https://t.co/eK7ddfCKxX

$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.