Trade Ideas
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.
Infineon's BBU roadmap (4kW partial power converter cards scaling to 12kW at 99.5% efficiency) and SiC supply deal with DG Matrix make it a critical semiconductor supplier for 800VDC power racks and S
Infineon's BBU roadmap (4kW partial power converter cards scaling to 12kW at 99.5% efficiency) and SiC supply deal with DG Matrix make it a critical semiconductor supplier for 800VDC power racks and SSTs. The article states 'Infineon’s BBU roadmap, announced in March 2025, uses modular 4kW Partial Power Converter cards that parallel to 12kW per unit at up to 99.5% peak efficiency.'
Risk: Competition from Wolfspeed and STMicroelectronics in SiC; concentration on few large customers.
Delta demonstrated 800VDC air-cooled busway at OCP 2025, unveiled a 2.4MW In-Row CDU with native 800VDC, and produces 110kW power shelves with 80kW BBU capacity. The article mentions 'Delta, at GTC 20
Delta demonstrated 800VDC air-cooled busway at OCP 2025, unveiled a 2.4MW In-Row CDU with native 800VDC, and produces 110kW power shelves with 80kW BBU capacity. The article mentions 'Delta, at GTC 2026, went further at the shelf level: its new 110kW power shelves embed 80kW of BBU capacity each' and 'Delta demonstrated 800VDC air-cooled busway at OCP 2025'.
Risk: Execution risk in scaling HVDC products; competitive pricing pressure from ABB, Eaton.
Nvidia’s 800VDC reference design at 660kW (Diablo 400 variant) and inclusion of DG Matrix SST in MGX reference architecture show its role in enabling high-density clusters that drive GPU demand. The a
Nvidia’s 800VDC reference design at 660kW (Diablo 400 variant) and inclusion of DG Matrix SST in MGX reference architecture show its role in enabling high-density clusters that drive GPU demand. The article notes 'Nvidia sits entirely outside it and is developing a monopolar 800V reference design at 660kW... DG Matrix is the only SST included in Nvidia’s MGX reference architecture'.
Risk: Transition costs may near-term impact margins; dependency on hyperscaler adoption pace.
This newsletter, published May 26, 2026,
features Nicolas Bontigui
discussing ABBNY, IFNNY, 2303.TW, NVDA.
4 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Nicolas Bontigui
· Tickers:
ABBNY,
IFNNY,
2303.TW,
NVDA