Key Takeaways NVTS launched a 12 kW PSU for hyperscale AI data centers, building on its high-efficiency power roadmap.NVTS' collaboration with NVIDIA targets 800V HVDC platforms for next-gen systems like NVIDIA Rubin Ultra.Navitas' 8.5 kW GaN/SiC PSU hits 98% efficiency and complies with OCP and ORv3 data center standards.Navitas Semiconductor (NVTS) is expanding its foothold in AI-powered data centers, a rapidly growing market. Per a MarketsandMarkets report, the global AI data center market is predicted t ...

J P M O R G A N Asia Pacific Equity Research 22 July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Power Equipment Would the >Rmb 1 trillion mega-hydropower project meaningfully lift China grid capex and increase tightness for HV power equipment ...

Flex (FLEX) Q1 2026 Earnings Call July 24, 2025 08:30 AM ET Speaker0Thank you for standing by. Welcome to Flex's First Quarter Fiscal twenty twenty six Earnings Conference Call. Presently, all participants are in a listen only mode. After the speakers' remarks, there will be a question and answer session. As a reminder, this call is being recorded.I will now turn the call over to Ms. Michelle Simmons. You may begin.Speaker1Thank you. Good morning, and thank you for joining us today for Flex's first quarter ...

SAN JOSE, Calif., July 23, 2025 (GLOBE NEWSWIRE) -- (NYSE: CWT)—As part of its mission to provide sustainable water utility services, California Water Service (Cal Water) has signed a 20-year power purchase agreement with EDPR NA Distributed Generation LLC (EDPR NA DG) for a 2.35-megawatt direct current (MWdc) / 1.75-megawatt alternating current (MWac) solar photovoltaic array to be installed at Cal Water’s Northeast Bakersfield Treatment Plant. The partnership between Cal Water, the largest subsidiary of C ...

Core Viewpoint - InfiniBand has been a dominant structure for high-performance computing (HPC) and AI applications, but its market position is challenged by Broadcom's new low-latency Ethernet switch, Tomahawk Ultra, which aims to replace InfiniBand and NVSwitch in AI and HPC clusters [3][5][26]. Group 1: InfiniBand and Its Evolution - InfiniBand gained traction due to Remote Direct Memory Access (RDMA), allowing direct memory access between CPUs, GPUs, and other processing units, which is crucial for AI model training [3]. - Nvidia's acquisition of Mellanox Technologies for $6.9 billion was driven by the anticipated growth of generative AI, necessitating InfiniBand for GPU server connectivity [3][4]. - The rise of large language models and generative AI has propelled InfiniBand to new heights, with NVLink and NVSwitch providing significant advantages for AI server nodes [4]. Group 2: Broadcom's Tomahawk Ultra - Broadcom's Tomahawk Ultra aims to replace InfiniBand as the backend network for HPC and AI clusters, offering low-latency and lossless Ethernet capabilities [5][6]. - The development of Tomahawk Ultra predates the rise of generative AI, targeting applications sensitive to latency [5]. - Tomahawk Ultra's architecture allows for shared memory clusters, enhancing communication speed among processing units compared to traditional InfiniBand or Ethernet [5][6]. Group 3: Performance Metrics - InfiniBand's packet size typically ranges from 256 B to 2 KB, while Ethernet switches often handle larger packets, impacting performance in HPC workloads [7]. - InfiniBand has historically demonstrated lower latency compared to Ethernet, with significant improvements in latency metrics over the years, such as 130 nanoseconds for 200 Gb/s HDR InfiniBand [10][11]. - Broadcom's Tomahawk Ultra boasts a port-to-port jump latency of 250 nanoseconds and a throughput of 77 billion packets per second, outperforming traditional Ethernet switches [12][28]. Group 4: Competitive Landscape - InfiniBand's advantages in latency and packet throughput have made it a preferred choice for HPC workloads, but Ethernet technologies are rapidly evolving to close the gap [6][10]. - Nvidia's NVSwitch is also under threat from Broadcom's Tomahawk Ultra, which is part of a broader strategy to enhance Ethernet capabilities for AI and HPC applications [26][29]. - The introduction of optimized Ethernet headers and lossless features in Tomahawk Ultra aims to improve performance and compatibility with existing standards [15][16].

New Hillcrest White Paper Reveals How ZVS Technology Can Deliver Significant Cost Savings and Size Reduction in Power Inductor DesignJuly 17, 2025 8:00 AM EDT | Source: Hillcrest Energy Technologies Ltd.Vancouver, British Columbia--(Newsfile Corp. - July 17, 2025) - Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) (FSE: 7HI), a leader in advanced power conversion technologies, today announced the publication of a technical white paper analyzing the performance characteristics of A ...

Core Insights - Recurrent Energy has secured $260 million in project financing and tax equity for the Blue Moon Solar facility, a 94 MW solar project in Kentucky, which is expected to begin commercial operations in 2026 [1][2][3] - Constellation will purchase power and renewable energy certificates from the Blue Moon Solar facility under a power purchase agreement [2] - The project is anticipated to create hundreds of construction jobs and generate significant tax revenue for Harrison County, Kentucky [3] Company Overview - Recurrent Energy, a subsidiary of Canadian Solar Inc., is a leading global developer and operator of solar and energy storage assets, with a portfolio of approximately 12 GWp of solar projects and 6 GWh of energy storage projects developed globally [4] - Canadian Solar Inc. is one of the largest solar technology companies, having delivered nearly 157 GW of solar photovoltaic modules and developed a diversified project pipeline of 27 GWp of solar and 76 GWh of energy storage capacity [5]

GE Vernova, the energy spin-off of GE, is investing an additional $80 million in its flagship grid solutions factory in Pennsylvania over the next two years to modernize the electric grid and meet growing demand. The investment will create 250 jobs at the leading grid solutions factory in Charleroi. It will help manufacture additional high-voltage switchgear products essential to the operation of the country's electric grids. GE Vernova's technology helps produce over half of the power in the United States. ...

Investment Rating - The report does not explicitly state an investment rating for the industry or companies involved Core Insights - The 800V HVDC power rack is a significant development for AI data centers, with two reference designs: NVIDIA's and the OCP standard led by CSP customers [1][2] - Megmeet's design for NVIDIA features a 570kW power output and is adaptable for space-saving in data centers [4] - The OCP version, exemplified by Delta Electronics, has a total power output of 900kW and is designed for compatibility with existing AI server racks [7][10] Summary by Sections 800V HVDC Power Rack Overview - The 800V HVDC power rack is composed of three main components: PDU, PSU, and BBU [13] - The PSU section in Megmeet's design includes 19 modules, each providing 30kW, with a total power of 570kW [5] - The OCP version has a PSU output voltage of ±400V, designed for better compatibility with existing systems [7] Supplier Insights - Key suppliers for the components include Navitas for gallium nitride PFCs, Inneon and ST Microelectronics for silicon carbide MOSFETs, and Dynapack International for lithium batteries [5][10][11] - The estimated content value of the PDU is $0.15 per watt, and the PSU is $0.35 per watt, leading to a total value of $540k for a single HVDC power rack [13][15] Market Demand and Revenue Projections - Meta is expected to require about 4,000 HVDC power racks, while Google will need around 6,000, leading to a total of 10,000 racks over the next two years [12] - Revenue contributions from the HVDC power rack business could reach approximately $1.1 billion in 2026 and $1.6 billion in 2027 for each of Vertiv and Delta Electronics, accounting for about 15% and 10% of their annual revenues, respectively [16]

Core Insights - Algoma Steel Group Inc. (ASTL) has achieved its first steel production at Unit One of its new electric arc furnace (EAF) project, marking a significant milestone for the company [1][8] - The EAF project is the largest industrial decarbonization initiative in Canada, enabling the production of green steel with potential carbon emissions reduction of up to 70% [2][8] - The steel produced is branded as "Volta," which is powered by Ontario's clean electricity grid, aligning with the increasing demand for environmentally friendly products [3][8] Company Performance - ASTL's stock has declined by 14.3% over the past year, while the industry has seen a larger decline of 23.8% [5] - Currently, ASTL holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to other stocks in the Basic Materials sector [6] - In contrast, other companies in the sector, such as Royal Gold, Inc. (RGLD) and Coeur Mining, Inc. (CDE), have shown stronger performance and higher Zacks Ranks [6][7][9]