NVIDIA’s 800 VDC architecture and the AI power infrastructure stocks set to benefit
NVIDIA (NVDA) outlined an 800 VDC power distribution architecture for AI data centers, aiming to reduce energy losses from AC-to-DC conversion. The company said it was developed with Microsoft (MSFT) and Alphabet (GOOGL) via the Open Compute Project. Eaton (ETN) and Vertiv (VRT) rose; Eaton has a $502 target from Evercore and raised 2028 EPS estimate to $20.29.

