The post draws a directional comparison between $NVTS, $WOLF, $NBIS, and $IREN. The attached image details that Nvidia is launching its 800VDC next-generation AI data center power architecture in the second half of the year, alongside power supply companies Delta Electronics (2308) and Lite-On (2301). Lite-On is partnering with Wolfspeed to adopt its silicon carbide products in an 800VDC sidecar power platform, targeting power rack prototype delivery to customers in August for testing, mass production as early as November, and larger-scale production in the first quarter of next year.