800V

800-volt HVDC, Nvidia's next-generation high-voltage power architecture for AI server racks.

Predictions & track record (2)

• Awaiting grading In a quarter where revenue fell 7% and X-FAB posted a loss, what got confirmed was a 2028 storyScore on 2027 quarterly results. If the silicon carbide and data center design wins show up as revenue and growth turns positive year over year, the transition was crossed, and if 2027 revenue is still tied to weak automotive and industrial demand, the data center exposure never reached the results.
• Awaiting grading SemiAnalysis says Nvidia's next power system slips a year. Supply chain sources call it a validation delay, not a roadmap changeCheck around Q1 2027 whether Nvidia's 800V HVDC system reaches large-scale production on the original timeline or slips into 2028 as SemiAnalysis warned.

2 related posts

• Bull In a quarter where revenue fell 7% and X-FAB posted a loss, what got confirmed was a 2028 story Serenity (@aleabitoreddit) · 2026-07-31
• Watch SemiAnalysis says Nvidia's next power system slips a year. Supply chain sources call it a validation delay, not a roadmap change Jukan (@jukan05) · 2026-07-23