Core Insights - NVIDIA is focusing on the future development of gigawatt-level AI factories, showcasing advanced technologies, with 800V DC technology being a significant highlight that leads to a transformation in data center energy architecture [1] - The 800V DC architecture demonstrates substantial advantages over traditional 415 or 480V AC systems, including over 150% power transmission capability with the same copper cabling, significantly reducing material costs for clients [1] - The shift to 800V DC architecture enhances scalability, energy efficiency, and performance capacity in data centers, aligning with current green energy trends [1][2] Industry Developments - Foxconn has announced a 40 MW data center in Kaohsiung, Taiwan, designed for 800V DC, with over 20 industry pioneers like CoreWeave and Lambda also engaging in 800V DC data center designs [2] - Vertiv has introduced the 800V DC MGX reference architecture, which saves space, costs, and energy, while HP has announced support for related technologies, contributing to the 800V DC ecosystem [2] Partner Contributions - Over 20 NVIDIA partners are providing rack servers that comply with open standards to support future gigawatt-level AI factories, including semiconductor suppliers like Analog Devices, Infineon, and Texas Instruments [3] - Notably, InnoGaN is the only GaN IDM in the industry capable of mass-producing GaN solutions from 1200V to 15V, addressing the challenges faced by traditional AI systems [5][4] Technical Advantages - InnoGaN's third-generation GaN technology offers significant advantages, such as reducing driving losses by 80% and switching losses by 50% compared to SiC, leading to an overall power consumption reduction of 10% [7] - Power Integrations has developed unique solutions for 800V DC data centers, including the InnoMux2-EP IC, which supports high efficiency and reliability requirements [8][9] Efficiency and Design Considerations - Texas Instruments provides a comprehensive product lineup for 800V power conversion architectures, emphasizing the need for high energy conversion efficiency and compact design to meet the demands of modern data centers [16][20] - The transition to 800V DC architecture marks a fundamental shift, enabling megawatt-level power transmission while significantly reducing copper and cooling costs, thus enhancing overall system efficiency [21]

Core Viewpoint - InnoLux (02577) has seen a significant stock price increase of nearly 15% following the announcement of its collaboration with NVIDIA to support the 800 VDC power architecture, which is expected to enhance efficiency and reduce energy consumption in AI data centers [1] Group 1: Company Developments - InnoLux announced its partnership with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers, enabling higher efficiency and power density while lowering energy demands and CO2 emissions [1] - The company is the only full-stack GaN supplier and a leading GaN IDM enterprise, capable of mass production of GaN from 1200V to 15V, providing a complete solution from 800V to 1V [1] - InnoLux's GaN technology is noted for its reliability and ability to meet the stringent requirements of high power density and efficiency during the voltage conversion process from 800V to 1V [1] Group 2: Industry Impact - The 800 VDC power architecture is set to revolutionize AI data centers by significantly improving power efficiency and reducing carbon emissions, positioning companies like InnoLux at the forefront of this technological advancement [1] - The transition to 800V rack power is critical for future architectures that demand higher power requirements, highlighting the importance of GaN technology in the industry [1]

Core Viewpoint - InnoLux (02577) saw a significant stock increase of nearly 15%, driven by the announcement of NVIDIA's support for the 800 VDC power architecture, which is expected to enhance efficiency and reduce energy consumption in AI data centers [1] Group 1: Company Developments - InnoLux announced a collaboration with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers [1] - The 800 VDC power architecture allows for higher efficiency, higher power density, and reduced carbon emissions [1] - InnoLux is the only full-stack GaN supplier and leading GaN IDM company capable of mass production from 1200V to 15V, providing a complete solution from 800V to 1V [1] Group 2: Technical Advancements - The transition to the 800V power architecture requires ultra-high power density and efficiency in voltage conversion from 800V to 1V [1] - Only Gallium Nitride (GaN) power devices can meet the stringent requirements of the new architecture [1] - InnoLux's GaN technology is also noted for its reliability, positioning the company favorably for future power demand evolution [1]