智通财经网·2025-08-04 05:43Core 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 computing infrastructure [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 AI data centers, offering significant advantages over traditional 54V systems [1] - The new power system is expected to support a 100 to 1000 times increase in AI computing power [1] Group 3: Market Analysis - Jefferies reported that 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 preliminarily estimated at USD 2.5 billion, indicating that InnoCare's recent stock surge reflects a capitalization of potential profits at a 5x price-to-earnings (PE) ratio [1] - Jefferies noted that the quantification of 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]