Quick correction on an item in this morning’s wrap:
Initial summary said Rubin Ultra pushed to '28, but should have specified the GS expert call noted the Kyber NVL144 rack system was pushed out to '28.
Updated:
VRT/ETN/Schneider/ABB: GS says 800VDC adoption is slipping, extending traditional power runway after expert call
GS says an expert call with a DC expert points to 800VDC reaching ~21% of U.S. new-build DCs by 2030 vs 25% previously, as inference workloads can often remain on traditional architectures as the expert noted NVIDIA’s Kyber NVL144 rack system for Rubin Ultra has also been pushed to 2028 from 2027. The expert hosted by GS said traditional architectures should remain dominant through 2032, supporting incumbent electrical-equipment vendors and generally better margins, while mass SST deployment likely does not begin until ~2029.