May. 29 at 2:42 PM
This is Nvidia’s list of partners for next-gen 800V power architecture.
$ON onsemi
$IFX Infineon
$VRT Vertiv
$TXN Texas Instruments
$GEV GE Vernova
Nvidia’s second "Golden Team" for its next-gen 800V power architecture is officially out! Jensen Huang has once again flashed the defining macro playbook for 2026: computation requires high-voltage efficiency and elite power grids.
$ON,
$IFX, &
$TXN: The undisputed power semiconductor and PMIC titans are aggressively scaling into Nvidia's ecosystem. High-voltage AI clusters are triggering a violent right-side re-rating for advanced SiC and power-management infrastructure.
$VRT: As Nvidia's primary liquid-cooling and power-management moat, the 800V transition blows their growth ceiling completely wide open.
$GEV: The ultimate grid infrastructure play. They hold the monopoly on massive high-voltage transformation needed for scaling next-gen data centers.
Smart money is moving past pure compute into hard industrial power asset allocation.
