If you own the 800V DC power supply chain, Dylan Patel @dylan522p just handed you a warning.Patel says Nvidia dropped the 800V DC requirement from its Ruben Ultra Kyber chip. That architecture was supposed to trigger a step-change in power conversion and a refresh cycle in silicon carbide MOSFETs, IGBTs, and solid-state transformers.That refresh is now delayed. A whole segment just lost a GPU generation of demand it was already pricing in.Gavin Baker @GavinSBaker has argued that power delivery i
1:18
If you own the 800V DC power supply chain, Dylan Patel @dylan522p just handed you a warning.Patel says Nvidia dropped the 800V DC requirement from its Ruben Ultra Kyber chip. That architecture was supposed to trigger a step-change in power conversion and a refresh cycle in silicon carbide MOSFETs, IGBTs, and solid-state transformers.That refresh is now delayed. A whole segment just lost a GPU generation of demand it was already pricing in.Gavin Baker @GavinSBaker has argued that power delivery i
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