Lin
Engineer & Venture Investor, The Fullstack Investor
The companies on Nvidia's partner list for its next-generation 800V power architecture are effectively the power semis Nvidia is telling investors to buy: Navitas, MediaTek, STMicroelectronics, Flex, Power Integrations, Delta Electronics, Alpha & Omega, onsemi, Infineon, Vertiv, Texas Instruments, Monolithic Power, GE Vernova, Analog Devices, ABB, BizLink, Eaton, LITE-ON, Schneider Electric and Siemens. Navitas and MediaTek lead the group's gains at more than 200% each. x.comÂ
Nvidia has effectively shown where to invest by naming its key suppliers and investments: Arm in IP; TSMC and Intel in fabs; Micron, Sandisk and Western Digital in memory; ASE, Amkor and Camtek in packaging; KLA, Lam, ASML and Keysight in equipment; Coherent, Corning, Fabrinet, Lumentum and Amphenol in networking; Dell, Super Micro and Jabil in servers; Flex, Vertiv and Eaton in power; STMicro, ADI, MPS, Navitas and onsemi in power chips; and CoreWeave, Nebius, Nokia and Synopsys. x.comÂ
Nvidia's official 800 VDC architecture partners stand to benefit as AI racks move to high-voltage DC power. They span GaN and SiC chipmakers Navitas, STMicroelectronics, onsemi and Infineon; conversion and analog suppliers Alpha & Omega, Power Integrations, Texas Instruments, Analog Devices and Monolithic Power, whose VRM chips are already inside Nvidia GPUs; and rack, building and grid power players Flex, Vertiv, GE Vernova, ABB, Eaton, Schneider Electric and Siemens. x.comÂ
AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com x.comÂ
Alpha and Omega Semiconductor is a promising business at the wrong price: its rerating on Nvidia AI-power hype rests on a narrative management has already walked down. The stock is up about 128% in a year to $44.45, near its 52-week high, as retail frames it as the cheapest catch-up in the 48V-to-12V power shift, citing alleged Nvidia GB300 DrMOS allocation. Yet the 800V supply chain is hard to win, with its bottleneck in silicon carbide and gallium nitride held by a few incumbents. x.com x.com … Show more
AI data-center spending flows beyond GPUs and operators into networking, optics, power and cooling. Nvidia, AMD, Broadcom and Marvell supply chips; Arista, Nokia and Credo connectivity; Applied Optoelectronics and Lumentum optics; Vistra, Constellation and Bloom power; Vertiv and Modine cooling. Meta's $140B spending this year illustrates the scale, per a commenter with whom the point is agreed. x.com x.comÂ
Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com … Show more
Navitas's place in NVIDIA's 800 VDC ecosystem carries little pricing power because the silicon tier is crowded. NVIDIA names fourteen silicon suppliers, Navitas among them, and rent comes from scarcity; SiC and GaN also split the socket by stage. Per SemiAnalysis, rollout is phased, and the first stage is a retrofit into existing wiring with the smallest content per site. Unlike optical, no 800 VDC tier has disclosed dollars yet; a first order with a figure and date would change the picture. … Show more
Broadcom's integrated optics, electronics and packaging could lower custom-chip system costs because separate suppliers defend their margins. At similar valuations, it is preferred to Nvidia and has more room to beat expectations. Google TPU v8 shipments are estimated at 4.0M in 2026 and 9.1M in 2027, assuming Broadcom supplies the remainder after MediaTek's allocation. Anthropic financing adds value only if chip profit exceeds likely support payments and capacity costs. x.com x.comÂ
Power Integrations should be very successful over the next one to five years because it makes the only GaN switches needed for NVIDIA's new rack architecture. x.com x.comÂ
Navitas is a one-customer concentration story facing heavy competition from tier-one suppliers. Its GaN portfolio winning Nvidia adoption played out, but STMicroelectronics and Infineon also supply Nvidia and are strong in GaN and SiC. GaN output may quadruple by 2030, yet SiC prices were hammered by Chinese capacity, unresolved, so revenue and margins could diverge sharply. Power and thermal efficiency are better played across these names than through Navitas alone. x.comÂ
Nvidia's higher token output per watt could win it share as access to power becomes a bigger constraint, according to Nvidia. The market expects further share losses to ASICs, helping explain its 15x calendar-2027 P/E; a small sentiment shift could expand the multiple. Nvidia remains especially attractive paired with shorts in semiconductors and should outperform the sector through its November 19 earnings. x.comÂ
