5 COMPANIES POWERING NVDA 800V DC ALLIANCE
The biggest theme across Nvidia GTC event & the $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ & $Microsoft(MSFT)$ earnings was compute demand is exploding but power delivery struggles to keep up.
That’s why the Nvidia’s 800V DC Alliance matters since it’s how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits.
The companies in this group are building that layer of the AI stack:
1. $STMicroelectronics NV(STM)$ scaling SiC devices from EVs to data center energy systems
2. $Alpha & Omega Semiconductor(AOSL)$ supplying power control chips inside AI servers & networking gear
3. $GE Vernova Inc.(GEV)$ building the substations & grid interfaces powering AI campuses
4. $Vertiv Holdings LLC(VRT)$ designing the power & cooling backbone for hyperscale data centers
5. $Navitas Semiconductor Corp(NVTS)$ pushing GaN & SiC power conversion efficiency for AI workloads
Infographic titled The Power Network Behind AI Factories featuring Nvidias 800V DC Alliance with sections for system providers including Foxconn, Flex, Delta, Infineon, onsemi, STMicroelectronics; component providers NVIDIA, GEV, Siemens, Vertiv; and silicon providers ADI, AOS, MPS, MPWR, NVT, ON, POWI, RENE, ROHM, TXN. Logos and company names are displayed in a structured layout with a note on partners and a QR code at the bottom.
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