Revealed -
Nvidia's partners for V800
Nvidia and Google unveiled the new power architecture for the next generation of V800 - this is a significant move designed to support the immense workloads of the AI world.
To implement this complex system, Nvidia built a network of strategic partners specializing in energy management solutions and advanced electronic components.
Here are the companies leading this supply chain:
Navitas ($NVTS) - an expert in gallium nitride solutions - the material that significantly helps optimize power consumption.
STMicroelectronics ($STM) - a key partner in the semiconductor field.
Alpha & Omega Semiconductors ($AOSL) - focuses on critical power management components for the supply chain.
Flex ($FLEX) - provides complex manufacturing and assembly solutions for the entire system.
Power Integrations ($POWI) - develops highly efficient chips for energy conversion.
onsemi ($ON) - a leader in advanced power technology.
Infineon ($IFX) - one of the most dominant players in the world of power components.
Vertiv ($VRT) - focuses on everything related to power and cooling infrastructure in data centers.
Texas Instruments ($TXN) - a huge supplier of analog components and power management solutions.
Monolithic Power ($MPWR) - specializes in high-performance power management.
GE Vernova ($GEV) - an expert in large-scale energy infrastructure.
Analog Devices ($ADI) - focuses on precise analog and digital components.
ABB ($ABBN) - a global leader in power and automation technologies.
Eaton ($ETN) - provides reliable and advanced energy management solutions.
Schneider Electric ($SU) - an expert in digital energy management and smart automation.
This partnership ensures that every component in the chain -
from power management chips to the full data center infrastructure, will support the high performance required by the V800.
A point to consider -
In a world where everyone competes to acquire Nvidia's chips,
the companies on this list are those that hold the "taps" that allow them to work.
While everyone is looking for the "next chip" - we see here those who supply the water and electricity for this gold rush.
We are monitoring