Market Overview - US stock market opened mixed with Dow Jones down 0.24%, Nasdaq up 0.08%, and S&P 500 down 0.08% [1] Cryptocurrency Sector - Bitcoin surpassed $110,000, reaching a new high, leading to a rally in cryptocurrency-related stocks [1] - MARA Holdings increased by over 5%, while Riot Platforms and Bit Digital rose by more than 4% [1] Semiconductor Industry - Nanwei Semiconductor surged over 150% due to collaboration with Nvidia on the next-generation 800V power architecture [1]

Core Insights - Nvidia is collaborating with Navitas Semiconductor to develop an 800V power architecture aimed at transforming the power supply systems for AI data centers [1][2] - The partnership leverages Navitas's GaN and SiC technologies, which are expected to significantly enhance energy efficiency and reduce copper usage in data center infrastructure [1] - The current data center architecture, which operates on a traditional 54V system, is reaching its physical limits as power demands increase beyond 200kW [1] Group 1 - Nvidia's solution involves converting 13.8kV AC grid power directly to 800V high-voltage DC, utilizing solid-state transformers and industrial-grade rectifiers to maximize efficiency and reliability [2] - The implementation of 800V HVDC allows for a reduction in copper wire thickness by up to 45%, addressing sustainability concerns for next-generation AI data centers that require gigawatt-level power [2] - Traditional 54V DC systems require over 200kg of copper to supply power to a 1MW rack, which is unsustainable for the increasing power needs of modern AI applications [2]