Lifted in toto from The Fly via TipRanks, June 9:
Barclays says the emergence of 800VDC technology in data centers seems to be “on the cusp” of commercial product launches. The technology’s emergence could be “quite disruptive,” particularly from 2028 onwards, the analyst tells investors in a research note. Barclays says Vertiv (VRT) has one of the broadest data center electrical equipment portfolios of any company globally, the highest data center percentage of sales in its coverage, and the highest percent of total sales accruing from data centers. There is still “substantial upside potential” to Street sales estimates for Vertiv and other data center suppliers for 2027 and 2028, the firm contends.
However, Barclays believes the company and other data center suppliers could see a “sharp deceleration in growth” in 2029 and 2030 as the data center capacity additions may be levelling out by then. It assumes minimal impact from 800VDC in 2026 and 2027, saying penetration rates will likely be very low still. However, the impact increases sharply from 2028 onwards, according to Barclays. The biggest winner from higher voltages in the data center IT room could be GE Vernova (GEV), followed by nVent Electric (NVT), the firm predicts.
Previously:
March 27 - Opportunity: "Data Centers Are Transitioning From AC to DC 800-volt DC power delivery: will enable next-gen AI data centers"Change equals opportunity.May 28 - Powering Data Centers: "Inside the 800VDC Revolution"
