Sequoia Capital partner David Cahn recently called AI power “the best trade of 2025.” The real bottleneck for artificial intelligence, he argued, isn’t compute—it’s electricity.
As firms like xAI and OpenAI build their own power plants, generator shortages are expected to last through 2030. Siemens Energy has surged 13× in two years, Bloom Energy 6× in six months—and now the AI-power boom has reached Taiwan.
Delta Electronics and LITEON Technology have seen their shares more than double as they prepare for Nvidia’s 800-volt direct-current (VDC) revolution, which will blur the line between the clean, air-conditioned “white zone” of server racks and the heavy-electrical “gray zone” of transformers and substations.
This feature includes an exclusive interview with two Lite-On executives leading Nvidia-related power projects, revealing how Taiwanese suppliers are moving beyond server racks and into the global AI energy race.
cwnewsroom.substack.com
As firms like xAI and OpenAI build their own power plants, generator shortages are expected to last through 2030. Siemens Energy has surged 13× in two years, Bloom Energy 6× in six months—and now the AI-power boom has reached Taiwan.
Delta Electronics and LITEON Technology have seen their shares more than double as they prepare for Nvidia’s 800-volt direct-current (VDC) revolution, which will blur the line between the clean, air-conditioned “white zone” of server racks and the heavy-electrical “gray zone” of transformers and substations.
This feature includes an exclusive interview with two Lite-On executives leading Nvidia-related power projects, revealing how Taiwanese suppliers are moving beyond server racks and into the global AI energy race.
Nvidia’s 800V Push: How LITEON Is Poised to Leap Ahead in the AI Power Race
Liang-rong Chen
cwnewsroom.substack.com