on 28-Jan-2026 Global Capital Goods LONG VIEW 28 January 2026 Powering AI: Deep diving the 800 VDC shift - quantifying the impact on electricals content and growth Alasdair Leslie +44 20 7762 4952 alasdair.leslie@bernsteinsg.com +44 20 7550 2192 om.kela@bernsteinsg.com Chad Dillard +1 917 344 8469 chad.dillard@bernsteinsg.com Miguel Marques, CFA +1 917 344 8432 miguel.marques@bernsteinsg.com +44 20 7762 1411 nicholas.witting@bernsteinsg.com Dan Corcuera-Robbins, ACA +44 20 7762 5184 dan.corcuera-robbins@ber ...