英伟达有望明年GTC大会发布新一代AI芯片

Group 1 - NVIDIA is expected to release a new generation of AI chips at the 2026 GTC conference, requiring an 800V HVDC (High Voltage Direct Current) architecture to support AI operations [1] - Delta Electronics and Lite-On are actively deploying related products to meet NVIDIA's new power specifications, with Delta's HVDC power cabinets designed to support 0.8 to 1.0 MW of IT cabinet power consumption [1] - Delta is developing a new power circuit design that integrates silicon carbide (SiC) and semiconductor components into a single module, expected to enter mass production in the second half of next year [1] Group 2 - Foreign investors are optimistic about Delta Electronics benefiting from the upcoming power architecture upgrades, significantly enhancing its intrinsic value and positioning it as a major beneficiary of AI server iterations [2] - The introduction of power cabinets is projected to improve system energy efficiency by 4 to 5 percentage points, achieving over 92% efficiency, making it a focal point for future server upgrades [2]