--- title: "In \"The Big Bank,\" Citigroup: BYD ELECTRONIC will become a supplier of power components for NVIDIA and desktop robots for Apple, reiterating the \"Outperform\" rating" description: "Citi released a report stating that BYD ELECTRONIC will become the power component supplier for NVIDIA's new 800VDC AI server architecture and will collaborate with Apple to launch desktop robots and " type: "news" locale: "en" url: "https://longbridge.com/en/news/261397948.md" published_at: "2025-10-16T08:25:51.000Z" --- # In "The Big Bank," Citigroup: BYD ELECTRONIC will become a supplier of power components for NVIDIA and desktop robots for Apple, reiterating the "Outperform" rating > Citi released a report stating that BYD ELECTRONIC will become the power component supplier for NVIDIA's new 800VDC AI server architecture and will collaborate with Apple to launch desktop robots and home hubs. The firm reiterated its "Outperform" rating on BYD ELECTRONIC, with a target price of 52.9 yuan. BYD ELECTRONIC's liquid cooling products have been certified by NVIDIA and are expected to start shipping to overseas customers in the second half of 2025. Apple plans to launch the home hub in spring 2026, with production taking place in Vietnam Citi released a report stating that, according to NVIDIA (NVDA.US), BYD Electronic (00285.HK) will become a power component supplier for NVIDIA's new 800VDC AI server architecture, giving BYD Electronic the opportunity to become a comprehensive AI server solution provider within NVIDIA's AI server systems. Additionally, Apple (AAPL.US) is collaborating with BYD Electronic on an upcoming desktop robot and home hub, which is expected to become a new growth driver for BYD Electronic's business. The firm reiterated its "Outperform" rating on BYD Electronic, with a target price of HKD 52.9. According to NVIDIA's blog, NVIDIA and its partners are driving the construction of the next-generation high-performance gigawatt-level AI factories to support the development of the Vera Rubin project. NVIDIA has launched a new 800VDC AI server architecture, expected to be released in 2027. In the blog, BYD Electronic's wholly-owned subsidiary Lead Wealth is listed as a "power system component supplier." Citi noted that BYD Electronic's liquid cooling products, including quick connectors, cold plates, and manifolds, were certified by NVIDIA in March 2025 for use in NVIDIA's GB200/300 NVL72 systems. BYD Electronic aims to start shipping to overseas customers in the second half of 2025. In the long term, becoming a power system component supplier will enable BYD Electronic to become a comprehensive AI server solution provider in NVIDIA systems and other AI server systems. Additionally, according to Bloomberg, Apple will produce its desktop robot and home hub in Vietnam. The report mentioned that Apple is collaborating with BYD to develop a desktop robot and home hub equipped with a display. It is reported that Apple plans to launch the home hub in the spring of 2026. Apple is also planning to produce a desktop robot that resembles the home hub display but is mounted on an electric stand, allowing the screen to move within the user's workspace or kitchen. Citi stated that BYD Electronic has long-term experience in manufacturing smart Internet of Things (IoT) devices and various types of robots, and maintains a solid partnership with Apple. In the firm's view, this home hub and robot business will become a new growth driver for BYD Electronic. BYD Electronic reached a high of HKD 42.06 today, closing at HKD 41.08, up 5.01%, with a trading volume of 45.7188 million shares, involving HKD 1.871 billion ### Related Stocks - [00285.HK - BYD ELECTRONIC](https://longbridge.com/en/quote/00285.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Trump says will require voter ID for midterms regardless of Congress | U.S. President Donald Trump announced that voter ID requirements will be enforced for the midterm elections in November, | [Link](https://longbridge.com/en/news/275948677.md) | | Trump: Tennessee Valley Authority has taken action to save two major coal plants in Tennessee | Trump: Tennessee Valley Authority has taken action to save two major coal plants in Tennessee | [Link](https://longbridge.com/en/news/275663677.md) | | Retal Urban Development Signs SSA With Alfozan Holding For Ajdan Co Shares | Retal Urban Development Company SJSC :RETAL URBAN DEVELOPMENT - SIGNS SHARE SWAP AGREEMENT WITH ALFOZAN HOLDING FOR AJDA | [Link](https://longbridge.com/en/news/275995528.md) | | Trump nominates White House lawyer to court hearing tariff cases | U.S. President Donald Trump nominated Kara Westercamp, a White House lawyer, to the U.S. Court of International Trade, w | [Link](https://longbridge.com/en/news/275809809.md) | | US says it interdicted and boarded vessel defying Trump's quarantine | Feb 15 (Reuters) - The U.S. Department of Defense conducted a maritime interdiction and boarding of the vessel Veronica | [Link](https://longbridge.com/en/news/276005111.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.