Ge Long Hui·2025-08-04 06:33Group 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]