NVIDIA 800VDC data center power delay unconfirmed by sources

0 min read Updated on 10 Jun 2026, 07:31 PM

Reviewed by

Suketu GScanX News Team

AI Summary

Market rumors indicate a potential one-year delay for NVIDIA's 800VDC data center power deployment until after 2028. Supply chain sources have denied receiving formal confirmation of this delay from NVIDIA, leaving the timeline unverified.

*this image is generated using AI for illustrative purposes only.

Market chatter has suggested that NVIDIA-led native single-ended 800VDC data center power deployment could slip by one year to after 2028. However, supply chain sources said they have not received any formal specification notice from NVIDIA and cannot confirm a delay.

The speculation regarding the potential postponement of the 800VDC power architecture has not been substantiated by official communications from NVIDIA. Supply chain contacts indicated that without a formal specification notice, they cannot validate the reports of a timeline extension.

The proposed 800VDC technology is intended to enhance power efficiency and density in data centers. A delay in its deployment could impact the rollout of next-generation computing infrastructure that relies on higher voltage power delivery systems.

Supply Chain Status

Entity	Status Update
NVIDIA	No formal specification notice issued
Supply Chain Sources	Cannot confirm delay to after 2028

Industry observers continue to monitor for official updates regarding the timeline for the 800VDC power standard implementation.

What factors might be driving the market speculation about a potential delay in NVIDIA's 800VDC deployment?

How could a postponement of the 800VDC standard affect the competitive landscape for data center power solutions?

What are the implications for data center energy efficiency targets if the rollout of higher voltage systems is delayed?

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AI Summary

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Analysts on CNBC's Halftime Report named Nvidia Corporation, Old Dominion Freight Line, Inc, and Exxon Mobil Corporation as their final trades, highlighting recent price target adjustments and strategic developments. The selections reflect confidence in the companies' growth prospects amid market movements.

Analyst Picks and Price Targets

Joseph M. Terranova, senior managing director for Virtus Investment Partners, chose Old Dominion Freight Line as his final trade. This follows a June 5 rating update from Wells Fargo analyst Christian Wetherbee, who maintained an Equal-Weight rating and raised the price target from $205 to $235.

Jim Lebenthal, partner at Cerity Partners, selected Exxon Mobil. On May 27, Mizuho analyst Nitin Kumar upheld a Neutral rating on the stock and increased the price target from $159 to $175.

Bryn Talkington, managing partner of Requisite Capital Management, recommended Nvidia. The chipmaker is deepening its push into Asia's AI ecosystem through partnerships in South Korea, including a multi-year technology collaboration with SK Hynix to secure high-bandwidth memory (HBM) for advanced AI systems.