NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)

The podcast analyzes potential beneficiaries of NVIDIA's high voltage data center architecture slated for initial ramp-up in 2027, focusing on silicon providers. It highlights the shift from alternating current (VAC) to 800V direct current (VDC) for improved data center efficiency, reducing power conversions and losses. The speakers discuss a list of silicon provider partners, broken down by region, including familiar names like ADI, Monolithic Power, and OnSemi, as well as European and Japanese IDMs. They suggest creating a basket of companies that could benefit, noting that some stocks may move ahead of actual system installations. The podcast also mentions the collaboration between OnSemi and InnoScience for gallium nitride, while cautioning about the relatively small total addressable market for gallium nitride.