Nvidia(US:NVDA) Xuan Gu Bao·2025-05-22 02:42Core View - The data center, power supply, and GaN sectors experienced significant gains on May 22, with multiple companies hitting their daily price limits [1] Group 1: Stock Performance - Zhongheng Electric's stock rose to 17.28, up 9.99% [2] - Wankong Intelligent Manufacturing's stock increased to 14.56, up 9.97% [2] - Kaile Co., Ltd. saw a rise to 68.10, up 10.97% [2] Group 2: Major Events - On May 21, Nami Semiconductor announced a partnership with NVIDIA to develop the next-generation 800V high-voltage direct current (HVDC) architecture, which will enhance energy efficiency and reduce copper usage [3] - CoreWeave's stock surged 19% on May 21, with a cumulative increase of over 60% in the past six trading days, driven by a 420% year-on-year revenue growth to $981.6 million in Q1 [3] - Viati Technologies plans to launch an 800 VDC power product line in the second half of 2026 to support NVIDIA's computing platform [3] Group 3: Industry Insights - HVDC technology offers high efficiency, reliability, ease of maintenance, scalability, and low cost, with a high penetration rate among major internet companies in their self-built data centers [4] - GaN materials outperform traditional SiMOSFET devices, reducing dynamic losses by 70% and heat generation by 50%, while supporting high-voltage direct connections [4] - The rental price for an 8-card H100 server from CoreWeave increased by 29.31% compared to April 2023, reflecting rising demand for high-end computing services [4] Group 4: Market Trends - The need for substantial capital investment in self-built AI computing power and potential supply shortages make computing power leasing a more cost-effective short-term solution for some manufacturers [5] - The upward trend in high-end computing service prices indicates a strong demand for real-time inference computing services from enterprises [5]