Chip Stock Investor Podcast NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
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Jan 31, 2026 A deep dive into NVIDIA’s shift to 800V DC power for AI data centers and which silicon suppliers stand to benefit. Short regional breakdown of US, European, Japanese, Taiwanese, and Chinese chip players. Quick takes on fabless versus IDM strategies and timing for a 2026–2027 ramp. Notes on controversial names like Navitas and partnerships such as Onsemi–InnoScience.
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800V DC Cuts Power Losses
- NVIDIA proposes switching from AC to 800V DC to reduce conversions and power loss in data centers.
- Fewer conversions deliver more efficient, higher-voltage power directly to GPU racks, improving data center efficiency.
Partners Will Supply The Power Silicon
- NVIDIA won't build the power silicon, so it tapped multiple partners to supply high-voltage components.
- These partners create a new supplier opportunity across the data center power supply chain.
Build A Mini-ETF Basket
- Consider building a small diversified basket of the silicon providers NVIDIA listed rather than backing a single name.
- Early production could show up in 2026 financials as initial HVDC orders start before wide installation.