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."
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