Zheng Quan Shi Bao Wang·2025-08-01 14:01Core Viewpoint - InnoPhase has officially announced a partnership with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, which offers significant advantages over traditional power systems [1][2] Group 1: Partnership with NVIDIA - The collaboration aims to leverage NVIDIA's new generation 800VDC power system, designed for efficient power supply in megawatt-level computing infrastructure, enhancing system efficiency, thermal loss, and reliability [1] - The partnership is expected to enable AI computing power to increase by 100 to 1000 times, marking a significant advancement in AI data center capabilities [1] Group 2: Technological Advancements - InnoPhase's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V, which is crucial for the 800VDC architecture [1] - The integration of GaN technology with NVIDIA's 800VDC power architecture is projected to facilitate a transition from kilowatt to megawatt capabilities in AI data centers, promoting a more efficient, reliable, and environmentally friendly AI computing era [1] Group 3: Market Impact - Following the announcement, InnoPhase's stock price surged by 30.91%, reaching HKD 57.6, with a total market capitalization of HKD 51.517 billion [2] - In addition to the partnership with NVIDIA, InnoPhase has established a joint laboratory with a leading automotive electronics supplier to develop advanced power electronics systems for electric vehicles, leveraging GaN technology [2]