The market anticipates updates on High-Voltage Direct Current (HVDC) developments and AI power supply demand during Delta Electronics and Lite-On's Q2 earnings calls, as AI data centers rapidly increase power consumption. NVIDIA's Rubin platform and hyperscale cloud providers are driving next-generation AI data centers towards megawatt-level power, with ±400V and 800V HVDC solutions transitioning from verification to commercialization.
AI data center power architecture is shifting to megawatt-level HVDC, creating new demand for specialized power supply vendors like Delta and Lite-On.