← JukanTrade on Hyperliquid →Trade on Robinhood →
in postLONG
“NVIDIA has been developing its own 800V HVDC power rack. The platform is expected to be ready for customer shipments in 3Q26”
@jukan05
NVIDIA's power roadmap leaps from 225kW to 660kW+ per rack in Rubin Ultra, locking in GPU platform dominance through 2028.
NVDALONG@ $193.78
$199.94+3.18%
since call Jun 25
peak +9.3%
“the average lead time for large power transformers had stretched to about 2.5 years, while transformers in the 345kV to 765kV voltage class take four to five ye”
@jukan05
Power transformer lead times have doubled to 2.5–5 years, making GE Vernova a critical bottleneck supplier as AI data center buildout demands surge through 2028.
GEVLONG@ $1,066.62
$978.91-8.22%
since call Jun 25
peak +1.2%
TIMESTAMPS
in post
in post