The Zhitong Finance App learned that Innosecco (02577) rose more than 12% in the intraday period. As of press release, it had risen 9.15% to HK$73.95, with a turnover of HK$466 million.
According to reports, as the artificial intelligence arms race enters a new phase, Nvidia is leading an unprecedented power supply architecture “revolution” in global data centers: shifting the voltage standard from traditional AC to 800 volts DC. Nvidia has recently announced more than 10 partners, including CoreWeave and Oracle, to prepare for 800 volt DC power architectures and ultra-high density computing environments with a single cabinet power density of 1 megawatt (MW). According to reports, Innosecco previously reached a cooperation with Nvidia to jointly support the implementation of the 800 VDC power supply architecture and provide key technical support for the continued evolution of the next-generation GPU roadmap.
China Post Securities pointed out that the company's gallium nitride products accurately meet core needs in many fields. In the field of AI and data centers, 48V-12V applications based on 100V gallium nitride have entered the mass production stage; in the first year of mass production of humanoid robots, the company cooperated with many leading robot companies to achieve mass production and shipment of robot joint motors and dexterous hand drive solutions equipped with gallium nitride chips for the first time in the world, bringing more efficient and compact power solutions to the humanoid robot industry; in the field of new energy vehicle electronics, product scenarios such as lidar and vehicle chargers (OBC) have maintained rapid growth ; The consumer electronics side consolidated its advantages, simultaneously expanded markets such as home appliances and household energy storage, and achieved application breakthroughs and scale expansion on multiple tracks.