Dr Vinnie Boombatz(@halfblindmonkey):$VRT $ETN positive read-through from Goldman's 800VDC expert call: 800VDC adoption is tracking slower than expected, with traditional datacenter power architecture likely staying relevant for much longer. For inference, GS says the main architecture change may be liquid cooling rather than a full power-stack redesign. $VRT: longer runway for existing power + thermal infrastructure, while liquid cooling demand keeps scaling. $ETN benefits too from a slower transition, with traditional electrical equipment staying in the mix while SST remains future optionality. Could be a nice incremental positive for both names.

2026.09.15 12:26

$VRT $ETN positive read-through from Goldman's 800VDC expert call: 800VDC adoption is tracking slower than expected, with traditional datacenter power architecture likely staying relevant for much longer. For inference, GS says the main architecture change may be liquid cooling rather than a full power-stack redesign. $VRT: longer runway for existing power + thermal infrastructure, while liquid cooling demand keeps scaling. $ETN benefits too from a slower transition, with traditional electrical equipment staying in the mix while SST remains future optionality. Could be a nice incremental positive for both names.