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NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could be.<br>In this video, we break down the basket of silicon providers NVIDIA has tapped to build this 800V DC future. We analyze the US, European, and Asian players—from established IDMs like Onsemi and Texas Instruments to high-growth fabless names like Navitas and Monolithic Power.<br>Join us on Discord with…
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