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05:37
May 26
Nicolas Bontigui Substack author, SemiAnalysis SemiAnalysis
ABB's SACE Infinitus solid-state circuit breaker and modular power block with Nvidia partnership position it as a key incumbent in 800VDC distribution; also has Emax 2 DC breaker and HiPerGuard MV UPS
ABB's SACE Infinitus solid-state circuit breaker and modular power block with Nvidia partnership position it as a key incumbent in 800VDC distribution; also has Emax 2 DC breaker and HiPerGuard MV UPS. The article notes ABB's 'SACE Infinitus (solid-state, 1000V/2500A, datacenter adaptation with Nvidia announced October 2025)' as a new-generation circuit breaker. Risk: SST adoption may cannibalize traditional transformer business; competition from Eaton and Schneider.
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About ABBNY Analyst Coverage

Buzzberg tracks ABBNY (ABB LTD SPONS ADR) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.