Ge Long Hui·2025-10-14 02:41Core Insights - InnoScape (2577.HK) shares surged over 18% to HKD 91.8 following the announcement of a collaboration with NVIDIA to support the 800 VDC power architecture [1] Company Developments - InnoScape is partnering with NVIDIA to provide a full GaN power solution for the 800 VDC power architecture, which is essential for the expansion of the next-generation GPU roadmap [1] - The collaboration aims to empower new AI factories by enhancing the efficiency and power density of AI data centers while reducing energy consumption and CO2 emissions [1] Industry Impact - The 800 VDC rack power architecture represents a significant advancement for AI data centers, similar to the upgrade from 400V to 800V in the electric vehicle industry [1] - Increasing the rack voltage from 48V to 800V can reduce current by 16 times, significantly decreasing I2R losses and minimizing the demand for copper materials [1]