STM
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$NVIDIA(NVDA.US) 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, $Texas Instruments(TXN.US), $STMicroelectronics NV(STM.US), $Navitas Semiconductor(NVTS.US), Delta, Flex, $Eaton(ETN.US), Schneider, and $Vertiv(VRT.US). It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $Navitas Semiconductor(NVTS.US) since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $Vicor(VICR.US) for exposure.Source: Serenity
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