Core Viewpoint - InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and further expanding by over 27% today, reaching a historical high of 73.55 HKD, with trading volume nearing 3 billion HKD [1] Group 1: Company Developments - The company has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [1] - This new power system, specifically designed by NVIDIA for future efficient power supply in megawatt-level computing infrastructure, offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability [1] - The 800 VDC architecture is capable of supporting a 100 to 1000 times increase in AI computing power [1]

Group 1 - The core viewpoint of the news is that InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and further increasing by over 27% today, reaching a historical high of 73.55 HKD with a trading volume of nearly 3 billion HKD [1][3] Group 2 - The company has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [3] - This new power system, specifically designed by NVIDIA for future efficient power supply in megawatt-level computing infrastructure, offers significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [3] - The 800 VDC architecture is capable of supporting a 100 to 1000 times increase in AI computing power [3]

每经AI快讯，8月4日，港股英诺赛科涨幅扩大至30%。 （文章来源：每日经济新闻） ...

Core Viewpoint - InnoCare (02577.HK) has seen its stock price surge over 30% for the second consecutive trading day, approaching HKD 75, marking a historical high. The company has been selected as a partner for NVIDIA's 800V DC power architecture [1] Group 1 - InnoCare's stock price has increased significantly, reaching a historical high [1] - The company is now a collaborator with NVIDIA, which may enhance its market position and growth potential [1]

Group 1 - The core viewpoint of the news is that InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and continuing to rise over 24% today, reaching HKD 71.42 with a trading volume of HKD 2.4 billion [1][3] Group 2 - The company has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [3] - This new power system, designed specifically by NVIDIA for future efficient power supply in megawatt-level computing infrastructure, offers significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [3] - The 800 VDC architecture is capable of supporting a 100 to 1000 times increase in AI computing power [3]

Group 1 - The core point of the article is that InnoPhase has seen a significant stock price increase due to its partnership with NVIDIA, which is expected to enhance its market position in AI data centers [2] - On August 1, NVIDIA updated its list of partners for the 800V direct current power architecture, with InnoPhase being the only Chinese chip company included [2] - InnoPhase announced that it has officially partnered with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, which is designed for high-efficiency power supply for megawatt-level computing infrastructure [2] Group 2 - The new 800VDC power system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability [2] - The architecture is expected to support a 100 to 1000 times increase in AI computing power [2]

英诺赛科(02577.HK)盘中一度涨28%，股价创历史新高，最高触及73.55港元，现涨幅回落至25%以内。 ...

Core Viewpoint - InnoCare (02577) has seen a significant stock price increase following the announcement of a partnership with NVIDIA to promote the 800VDC power architecture in AI data centers, which is expected to enhance efficiency and performance in AI computing [1] Group 1: Stock Performance - InnoCare's stock rose by 30% last Friday and expanded its gains by over 23% in the afternoon session, reaching HKD 70.85 with a trading volume of HKD 2.172 billion [1] Group 2: Partnership with NVIDIA - InnoCare has officially confirmed its collaboration with NVIDIA to implement the 800VDC power architecture, designed for high-efficiency power supply in megawatt-level computing infrastructure [1] - The 800VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, potentially increasing AI computing power by 100 to 1000 times [1] Group 3: Market Implications - According to a report by Jefferies, InnoCare's inclusion in NVIDIA's 800VDC power supplier list is significant for both GaN technology and InnoCare itself [1] - The total addressable market (TAM) for GaN in AI data centers is estimated at USD 2.5 billion, indicating that InnoCare's recent stock surge reflects only a 5x price-to-earnings (PE) capitalization of potential profits [1] - Jefferies notes that the quantifiable potential is still early, as the 800VDC architecture and Ruben chip design have not been finalized, with mass production expected to begin in 2027 [1]

Core Viewpoint - InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and further expanding by over 24% today, reaching HKD 71.42, with a trading volume of HKD 2.4 billion [1] Company Summary - InnoCare has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [1] - The 800 VDC architecture is specifically designed by NVIDIA for future efficient power supply megawatt-level computing infrastructure, offering significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [1] - This new power system can support an enhancement of AI computing power by 100 to 1000 times [1]

Group 1 - The core point of the article is that InnoTek's stock price surged over 21% in a single day, following a previous increase of over 30% in the prior trading session [1] - The company announced a partnership with NVIDIA to jointly promote the large-scale implementation of 800VDC power architecture in AI data centers [1]