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Institutional report: Nvidia's 800V high-voltage DC power rack expected to ship in Q3
The report states that the power consumption of the Rubin Ultra generation rack will jump to approximately 660kW, while the next-generation air-cooling system can reach 1.2-1.3MW, and 800V power supply will see significant adoption after the second half of 2027. It should be noted that the report itself does not mention any bullish stock names, but based on previously disclosed information, companies such as Vertiv and Eaton have explicitly collaborated with NVIDIA to advance the 800V DC platform design.