Loop Capital just initiated Vertiv with a Buy rating and a $500 price

Loop estimates Vertiv''s AI data center revenue opportunity could expand nearly 7x from 2023 to 2028, with AI accelerator deployments rising from ~9M units in 2025 to ~29M by 2027. The

The Inevitability of ±400 V DC Power Distribution to AI

In this exclusive Q&A, Vicor contends that ±400-V DC power distribution to AI racks in data centers is inevitable.

10 Energy Stocks Under $20 Set to Benefit From the Explosive

Ballard Power Systems provides hydrogen fuel cell engines that can power heavy-duty backup generators, delivering emissions-free reliability for data centers. These companies have the

Nvidia GTC 2026: Power From Grid to GPU

Nvidia GTC 2026 power announcements span SSTs at the facility level to direct 800V-to-6V silicon conversion. At the facility and grid-to-rack

I am long Clearfield, Inc. $CLFD Here''s my thesis: I''ve been

The fiber density and heat levels inside a 2026 AI rack are so extreme that they require the rugged, modular protection Clearfield perfected for the outdoors Management realized this, which

Building the 800 VDC Ecosystem for Efficient, Scalable

The rise of generative AI is transforming traditional data centers into AI factories, requiring a fundamental shift in power infrastructure to support the

Power Topology and Analysis of 800 VDC Architectures to Support

Introduction Data center power demands are rapidly increasing due to the exponential growth of AI workloads. Traditional 54V in-rack distribution cannot support the megawatt (MW) scale racks

DC power in the racks

Rackmount servers and switches are normally repackaged versions of equipment that all contain a power supply unit (PSU), also called a switch-mode

Direct Current for Data Centers

DC system architecture is simpler than that of AC, requiring less space, equipment, installation and maintenance. While DC power can provide improvements in data center reliability and efficiency,

Update: 800 V HVDC for AI data centers thanks to 6

800V HVDC architecture for AI data centers: how ST power solutions deliver 6 kW to 18 kW server power with higher efficiency and power density.

Rittal GmbH & Co. KG || Veranstaltung || DC-Power und Direct Liquid

Schnell skalierbare DC‑Versorgung für KI‑Server: Sie lernen, wie die Sidecar‑Applikation von Rittal und Siemens im White Space Leistungselektronik in einem

Rittal at the OCP EMEA Summit 2026: The AI era requires

The rapid spread of artificial intelligence (AI) is bringing about a new era for data centre infrastructure worldwide. Greater computing power, higher power densities and entirely new

10 Energy Stocks Under $20 Set to Benefit From the Explosive

FuelCell Energy supplies modular, direct-DC 12.5 MW fuel cell power blocks that enable rapid deployment of behind-the-meter, grid-independent electricity for AI server racks.

PowerX Unveils "PowerX Energy Blade," a Rack-Mounted Battery

PowerX Energy Blade follows the Mega Power DC scalable modular data center announced in February 2026, extending the company''s battery-powered solution portfolio to building

Power Architecture Evolution in Data Centers

The DC high-voltage bus will be generated in an external sidecar rack starting from the main AC (3-phase 480Vrms line to line), while the IT rack will be supplied by this DC voltage and will contain all

Infineon advances leading-edge 800 Volt AI data center power

Enabled by the CoolSiC™ JFET technology data center operators can exchange server boards in an 800 VDC architecture while other servers continue to operate in the same rack. This mitigates the

Data Center DC Embraces 800V Power Shift

Future Nvidia high-compute-density racks will use 800-volt DC power distribution. Last week''s Nvidia GTC conference highlighted new chip

Don''t miss the next $BE 2.0 100$ STOCK CHILLING AT 3.60

That story is dead. The company fully pivoted away from CNG trucking and into distributed power generation using KARNO — a fuel-agnostic linear generator platform designed for: AI data

InfraSuite Modular Server Rack System

By opting for a Delta modular rack cabinet, data centers choose the ultimate combination of convenience, flexibility, and safety. Delta manufactures a 42U

What is a power distribution unit (PDU)?

A power distribution unit (PDU) is a device for controlling data center electrical power. The most basic PDUs are large power strips without surge protection. They are designed to provide

The 1 MW AI IT rack is coming, and it needs 800 VDC

At Schneider Electric, we actively collaborate with NVIDIA, and the 800 VDC sidecar is the first solution on the way to 1 MW IT racks.

800 VDC Architecture for AI Data Centers | NVIDIA

Data center architectures will gradually evolve from today''s AC distribution to 800 VDC. The NVIDIA 800 VDC architecture supports all existing data centers while providing a smooth path to an all 800 VDC

Evaluating the Opportunity for DC Power in the Data Center

A data center-optimized, row-based DC power protection system is now available to help data center operators take advantage of that opportunity.

AC or DC power: Which is Best for the Data Center?

Explore the pros and cons of AC vs. DC power in data centers, from efficiency gains to adoption challenges and future trends.