Core Insights - NVIDIA has introduced an 800V high-voltage direct current (800 VDC) power architecture aimed at future AI data centers, marking a significant shift in energy infrastructure [1][3] - The concept of the "AI Factory" is presented as the third infrastructure revolution, where computing power will be generated, transmitted, and consumed like electricity, driving global economic and industrial intelligence [1] - In the keynote, InnoPhase (02577) is highlighted as a key partner in the 800 VDC ecosystem, providing comprehensive GaN solutions that meet the technical demands of this architecture [1] Technical Advancements - The new 800VDC power system will increase the power per rack from the traditional 200kW to 1MW, supporting "Gigawatt AI Factories" [3] - Compared to the traditional 54V architecture, the 800VDC system reduces current by over 15 times, significantly decreasing copper losses and improving wiring efficiency [3] - Gallium Nitride (GaN) is identified as a critical technology for the 800VDC architecture, enabling low-loss operation at ultra-high frequencies (1-10MHz) and improving overall system efficiency by 10-13% while increasing power density by over 50% [3] Market Impact - Following the announcement at the OCP Global Summit, InnoPhase's stock surged over 14% on October 14, indicating strong market interest and confidence in the 800 VDC ecosystem [1]

黄仁勋：所有公司都需要"人工智能工厂" 英伟达CEO黄仁勋表示，所有美国公司最终都将需要或成为人工智能工厂，即既生产商品又生产人工智 能的实体，并在此过程中为美国创造高技能就业机会。黄仁勋表示："就像我们今天生产实体汽车，或 者未来生产任何实体一样，最终也会有数字版本。""所以你需要一个人工智能工厂来创建在汽车中运行 的人工智能模型。"人工智能工厂是英伟达在过去的活动中推广的一个概念，它是一个接收数据并大量 生产智能的设施，也可以被描述为为人工智能设计的芯片、软件、设计和网络基础设施的一站式商店。 黄仁勋说，英伟达从这些人工智能工厂的发展中受益，因为这家芯片巨头是人工智能基础设施背后 的"引擎"。 （华尔街日报） ...