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On July 6, according to 21st Century Business Herald, AI servers are increasingly power-hungry, pushing data centers to the brink of a power supply transformation. The 800V high-voltage direct current was originally seen by NVIDIA as a key piece for the next generation of AI data centers, but it has recently fallen into controversy over 'delayed mass production': Are cloud providers unwilling to pay, or is there a misjudgment of the pace from the outside? According to core energy ecosystem partners like Delta and ABB, the 800V solution is still progressing normally. However, the speed of this power supply revolution may not be determined solely by NVIDIA, but rather by an entire energy infrastructure supply chain that is still maturing. Morgan Stanley stated that NVIDIA has clearly indicated at the GTC Taipei conference that the development of 800VDC is on track, with supporting power racks expected to be ready for mass production by the third quarter of 2026. Additionally, core supplier Delta Electronics is also expected to deliver initial small batches of 800V independent power cabinets to leading cloud providers in North America by the fourth quarter of 2026.

After BTC price fluctuated last week to touch 58,000 US dollars, it has stabilized at 62,800 US dollars. LIT increased by 50%, and the Altcoin Season index reached its highest value in three months.

BlockBeats news, July 6, as sector rotation within the US stock AI sector intensifies, Morgan Stanley and UBS have given different judgments on the main themes for the next phase of AI investment. Morgan Stanley believes that capital is shifting from the previously surging semiconductor sector to hyperscale cloud service providers such as Microsoft, Amazon, and Meta. The AI rally is not over, but has entered a phase of sector rotation. UBS, on the other hand, is more optimistic about the long-term value creation potential of AI infrastructure. Its Holt team expects that the profitability of memory chip companies such as Samsung Electronics, SK Hynix, and Micron will continue to improve, and the economic profit of the AI infrastructure sector may increase from approximately $200 billion in 2023 to $1.4 trillion in 2027, a rise of about 600%. During the same period, the economic profit of large cloud service providers is expected to only increase to around $400 billion. UBS believes that the memory chip industry is transforming from a traditional cyclical industry into one of the most important value creators in the AI industry chain.