The Vera Rubin (Ultra) architecture is expected to adopt 800V HVDC, with small-volume shipments reportedly starting in Q3, though some analysts suggest the full rollout may face delays. Texas Instruments (TI) has indicated a minimum two-year ramp-up period for such technology, noting a requirement for increased WFE (Wafer Fab Equipment) capex to meet demand. The Feynman platform is also highlighted as a logical fit for 800V power architectures within data center designs.