Zhi Tong Cai Jing·2025-10-21 03:09Core Viewpoint - BYD Electronics is positioned to become a key supplier of power components for NVIDIA's new 800VDC AI server architecture, potentially evolving into a comprehensive AI server solution provider for NVIDIA's systems [1] Group 1: Partnership and Collaboration - BYD Electronics is collaborating with Apple to launch a desktop robot and home hub, which is expected to drive new business growth for BYD Electronics [1] - The partnership with NVIDIA and Apple highlights BYD Electronics' strategic positioning in the AI and robotics sectors [1] Group 2: Product Development and Certification - BYD Electronics' liquid cooling products, including quick connectors, cold plates, and manifolds, received NVIDIA certification in March 2025, making them suitable for NVIDIA's GB200/300NVL72 systems [1] - The company aims to start shipping products to overseas customers in the second half of 2025, indicating a focus on international market expansion [1] Group 3: Long-term Strategy - Becoming a supplier of power system components will enable BYD Electronics to establish itself as a comprehensive AI server solution provider in NVIDIA systems and other AI server systems in the long term [1]