Jan. 5 at 7:52 AM
$NVTS it favors him to mention it benefits
$NVDA Immensely
Think of 800V as a bigger firehose — NVTS is the nozzle.
NVDA can build the fastest GPUs on Earth, but the next-gen AI datacenter needs power that’s lighter, tighter, and brutally efficient. That’s NVTS’ lane: high-frequency power that shrinks hardware and boosts efficiency.
NVDA benefits: more compute per square foot, better uptime, less energy wasted.
NVTS benefits: attaches to NVDA’s growth curve — volume ramps + long design cycles = compounding demand.
NVTS is the power translator: GaN + high-efficiency power delivery that feeds those racks clean watts.
