Wolfspeed $WOLF & LITEON are partnering on 800 VDC power solutions for next-generation AI data centers. LITEON has qualified Wolfspeed’s silicon carbide technology for its power sidecar and compute-rack PSU platforms targeting hyperscalers, with potential for broader CSP adoption

Morgan Stanley says SemiAnalysis' report on Nvidia's planned large-scale shipments of 800VDC power architecture being pushed back to 2028 is contrary to their own supply chain checks at Computex. "Nvidia at GTC Taipei Indicated 800 VDC developments are ongoing with 800 VDC power rack being ready for mass production in 3Q26. +-400 VDC development has been redirected to 800 VDC focus across various hyperscalers."

What does it take to build an AI factory ready for the agentic era? 80+ partners joined Jensen Huang at #NVIDIAGTC# Taipei to show how NVIDIA MGX is making it possible. With NVIDIA Vera Rubin, 800 VDC, and partners spanning systems, power, and cooling, NVIDIA MGX is turning modular design into deployed AI infrastructure for the agentic AI era. ⚡ #NVIDIAGTC# 🔗

$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO exposure with $NVDA as evaluation stage for high volume manufacturing (optical transceivers/switches) > The only high-volume SiC foundry in the US. > One of the critical MEMS foundries > ~1.29 P/B, which was around what $SOI was sitting at when I went long. Depressed valuations due to legacy drag > ~6.5-8.5 fwd p/e 2028 personal est. > backstopped by Government: - EU CHIPS act, $128M Euros - US CHIPS act $50M PMT (department of commerce). With likely more coming (just signals critical importance to Western supply chains). So at a certain point with all the grants, they’re just getting the capex funded by the Governments. EU CHIPS act 2 is coming out this week, and I’m gonna go ahead and guess $XFAB might get included given they were before, and this package is specifically targeting photonics. ~$1.3B MC seems compelling to me if it can pull a Soitec reversal (low p/b, very high growth segments, auto legacy drag). As for the $NVDA silicon photonics relationships it’s under “photonixFAB”. Markets probably missed this silicon photonics relationship (like $TSEM when I went long) with Nvidia since XFab leads this… Just under a different name. For power semis, XFAB is named for SiC + $NVTS. In PCN-22181, $POWI explicitly names XFAB as its foundry.  Given its exposure to power semis and photonics as growth, low P/B, gov backstop (of course dyor, just sharing my personal thoughts) Thought it personally seemed compelling.

I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them extremely “critical infrastructure”… Verbatim from the US Gov. And they’re the first comprehensive pure play foundry for SiC/GaN. So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard. For long term photonics exposure: They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now. And production ramp up in 2027/volume production H1 2028 expected. So you have a company at $1.5B MC: Critical both on the power semis front to the US government. And critical to both photonics front to the EU government. Coming off of a legacy drag cycle with auto and others (similar to Soitec). I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies… Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.

Demand for compact megawatt-class diesel gensets is exploding in marine & industrial sectors - thanks to US shipbuilding, AI datacenters, and oil & gas. In response, we're building a modular 2MW genset system built around our HPDM-500 generators and a custom developed gearbox. Our first implementation is with a CAT C32B engine, but the system can bolt up to any engine from 500kW to 2MW with an SAE 0 interface. Key value adds: -Compact footprint: C32B system is ~9 ft shorter than conventional gensets at this power level - critical for hybridized ships where weight and space matter - Native high-voltage HVDC output (600–800 VDC): Integrated power electronics provide direct DC output, eliminating standalone rectifier cabinets and reducing conversion losses (~99% efficient). This architecture is well-suited for modern DC-distribution systems, including emerging 800 V-class data center platforms. - Fault-tolerant architecture: The multisector design of the HPDM-500 enables graceful degradation and continued operation in the event of component-level faults—critical for mission-critical marine and industrial applications.

New Model 3 Performance launching today 🏎️ → 0-60 mph in 2.9 510 hp / 741 Nm 163 mph top speed — Performance-tuned chassis Same quiet & comfortable cabin plus bespoke chassis hardware for improved stiffness and higher performance baseline. More power, lower energy consumption New Performance 4th gen drive unit can deliver: +22% continuous power +32% peak power +16% peak torque compared to previous Model 3 Performance. All with lower total energy consumption! Forged & staggered 20" wheels + Pirelli P Zero 4 tires Better traction out of corners while limiting traction control interventions. Also, better comfort, lower rolling resistance & increased range. Better Track Mode Track Mode V3 now integrates motor controls, suspension controls, powertrain cooling, & our Vehicle Dynamics Controller (VDC) under a single, unified system. This gives you a more predictable, stable & consistent experience in various track environments. New Adaptive Damping system Adjusts to driver & road inputs in real time to optimize ride & handling, while also improving ride comfort. Controlled via in-house software, which means it keeps improving via future over-the-air software updates. More aerodynamic exterior design 5% reduced drag, 36% lift reduction & 55% improvement in front-to-rear lift balance compared to previous Model 3 Performance. New Sports Seats Same functionality & comfort as before, but with much better lateral support for cornering & dynamic driving