Really interesting deep dive on the 800V shift. The thing that jumps out is how much NVTS stands to benefir here, especially if the Innoscience competiton gets limited by geopolitics. The GaN power market growing at 98% CAGR is wild, but whats most compelling to me is the timing. NVTS mentioned on their last call that the AI datacenter busines ramps end of 2026, which actually lines up perfectly with when the NVL576 deployments should be hitting volume. One thing Im curious about is the reliability angle you mentioned with centralized PSUs. If BBUs become standard to handle SPOF risk, does that eat into the TCO savings or is it already baked into that 20 to 30% reduction estimate?
Yes, the inclusion of BBU as a standard component is part of my estimation. This estimation model incorporates BBU, PSU, SST, and PDU, as well as insights from relevant industry professionals. We believe that even with the addition of the BBU, HVDC can still effectively lower the TCO.
Really interesting deep dive on the 800V shift. The thing that jumps out is how much NVTS stands to benefir here, especially if the Innoscience competiton gets limited by geopolitics. The GaN power market growing at 98% CAGR is wild, but whats most compelling to me is the timing. NVTS mentioned on their last call that the AI datacenter busines ramps end of 2026, which actually lines up perfectly with when the NVL576 deployments should be hitting volume. One thing Im curious about is the reliability angle you mentioned with centralized PSUs. If BBUs become standard to handle SPOF risk, does that eat into the TCO savings or is it already baked into that 20 to 30% reduction estimate?
Yes, the inclusion of BBU as a standard component is part of my estimation. This estimation model incorporates BBU, PSU, SST, and PDU, as well as insights from relevant industry professionals. We believe that even with the addition of the BBU, HVDC can still effectively lower the TCO.