3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Yahoo Finance ·
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027. The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays analyst Julian Mitchell, could positively impact three stocks he has buy recommendations on. Here's a look at them. The shift to the new data centers enables the use of a 576 graphics processing unit (GPU) architecture rather than the current 72 GPU architecture. To create space in the IT rack to do this, it's necessary to create a stand-alone power center rather than have power conversion take place in the rack. In a nutshell, the 800 VDC data centers reduce the number of power conversions by converting 13.8 kV alternating current (AC) from the grid to 800V as it enters the data center, then distributing it directly to a power shelf, which steps it down to 48V for use by GPUs. This saves significant space compared to legacy data centers that use bulky AC-to-DC converters in the IT rack.
AI 시장 분석
Nvidia-led surge in AI demand is accelerating a shift to 800 VDC next-generation data centers targeted to be operational by 2027. To enable 576 GPU configurations instead of the current 72 GPU per rack, the architecture removes in-rack power conversion and moves to separate power shelves. Converting 13.8 kV AC at the entrance down to 800V and then stepping down to 48V reduces power-conversion stages and equipment volume, freeing rack space. As a result, demand for power shelves and DC-DC equipment, high-voltage components, and data center design and construction is expected to rise, benefiting related infrastructure and GPU suppliers; Barclays' Julian Mitchell recommends stocks tied to this transition.
상승 영향
- Data center infrastructure — The 800 VDC architecture significantly improves rack space efficiency, driving data center expansion demand and new investment, which should lead to increased infrastructure orders.
- Power conversion equipment (power shelve — Demand for power shelves that convert 13.8 kV AC to 800V and DC-DC step-down equipment to go from 800V to 48V will surge.
- Semiconductors (GPU manufacturers) — The expansion to a 576 GPU architecture will sharply increase demand for high-performance GPUs and accelerators, boosting Nvidia and other GPU suppliers' revenues substantially.
- Cables and power connectors — High-voltage 800 VDC distribution increases demand for specialized cables, connectors, and protection devices, directly benefiting component suppliers.
- Data center design and construction (eng — Changes in power architecture will trigger power-facility, design, and construction projects, leading to increased orders for data center construction and engineering firms.
하락 영향
- Rack-based AC→DC PSU and PDU manufacture — If power conversion moves from racks to external power shelves, demand for existing rack-based AC→DC PSUs and PDUs will fall sharply, putting revenue pressure on those manufacturers.
- Traditional UPS/inverter manufacturers — The 13.8 kV→800V architecture changes the design and installation approach for existing UPS and inverter solutions, potentially shrinking the market for some traditional UPS products.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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