Core Viewpoint - BYD Electronics is set to become a power component supplier for NVIDIA's new 800VDC AI server architecture, positioning itself as a comprehensive AI server solution provider within NVIDIA's AI server systems [1] Group 1: Partnership and Growth Opportunities - BYD Electronics is collaborating with Apple on an upcoming desktop robot and home hub, which is expected to drive new business growth for BYD Electronics [1] Group 2: Market Rating and Price Target - The report from Credit Lyonnais reaffirms a "Outperform" rating for BYD Electronics, with a target price set at HKD 52.9 [1]

Group 1 - Nvidia has selected BYD Electronic (00285) as a power component supplier for its new 800VDCAI server architecture, positioning BYD Electronic as a potential comprehensive AI server solution provider within Nvidia's AI server systems [1] - BYD Electronic's liquid cooling products have received Nvidia certification for the GB200/300NVL72 systems, with plans to start shipping to overseas customers in the second half of 2025 [1] - The target price for BYD Electronic has been set at HKD 52.9, with a rating of "outperform" reiterated by the brokerage [1] Group 2 - Apple is collaborating with BYD to develop a desktop robot and home hub, expected to launch in Spring 2026, which will serve as a new growth driver for BYD Electronic [2] - The desktop robot will resemble a home hub display but will be mounted on an electric stand, allowing it to move within user spaces [2] - BYD Electronic has extensive experience in manufacturing IoT devices and various robots, maintaining a strong partnership with Apple [2]

Group 1 - BYD Electronics will become a power component supplier for NVIDIA's new 800VDCAI server architecture, positioning itself as a comprehensive AI server solution provider within NVIDIA's AI server systems [1][2] - NVIDIA's new 800VDCAI server architecture is expected to launch in 2027, with BYD Electronics' liquid cooling products already certified for NVIDIA's GB200/300NVL72 systems, aiming to start overseas shipments in the second half of 2025 [2] - The collaboration with Apple on a desktop robot and home hub is anticipated to drive new business growth for BYD Electronics, with plans for a launch in spring 2026 [3] Group 2 - BYD Electronics has a long-standing experience in manufacturing IoT and various robots, maintaining a solid partnership with Apple [3] - The upcoming desktop robot and home hub are expected to enhance BYD Electronics' growth potential in the smart IoT sector [3]