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  • H
    Hardik Shah

    ๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: SolarEdge Advances 800 VDC AI Data Center Powertrain, Publishes Framework With NVIDIA - $Solaredge Tech(SEDG.US) $NVIDIA(NVDA.US)

    ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

    โžค ๐—ฆ๐—ผ๐—น๐—ฎ๐—ฟ๐—˜๐—ฑ๐—ด๐—ฒ's medium-voltage to ๐—›๐Ÿฌ๐Ÿฌ ๐—ฉ๐——๐—– conversion stage is operating under load.

    โžค Full ๐——๐—– powertrain path is undergoing system-level validation.

    โžค SolarEdge and ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” published a joint 800 VDC protection framework.

    โžค Framework is ๐˜๐—ฒ๐—ฐ๐—ต๐—ป๐—ผ๐—น๐—ผ๐—ด๐˜†-๐—ป๐—ฒ๐˜‚๐˜๐—ฟ๐—ฎ๐—น and available for industry evaluation.

    โžค Framework addresses grounding, fault protection, and safe ๐——๐—– infrastructure deployment.

    โžค NVIDIA supports an open, ๐—บ๐˜‚๐—น๐˜๐—ถ-๐˜ƒ๐—ฒ๐—ป๐—ฑ๐—ผ๐—ฟ ๐Ÿด๐Ÿฌ๐Ÿฌ ๐—ฉ๐——๐—– ecosystem.

    โžค SolarEdge is developing the full power path from ๐˜‚๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐˜๐—ผ ๐—ฟ๐—ฎ๐—ฐ๐—ธ.

    โžค Platform includes solid-state transformers, interruption, insulation, and system monitoring.

    โžค AI data center products remain under validation and ๐—ฎ๐—ฟ๐—ฒ ๐—ป๐—ผ๐˜ ๐—ด๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น๐—น๐˜† ๐—ฎ๐˜ƒ๐—ฎ๐—ถ๐—น๐—ฎ๐—ฏ๐—น๐—ฒ.

    ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

    โžค ๐—”๐—œ data centers require increasingly powerful and efficient electrical infrastructure.

    โžค ๐Ÿด๐Ÿฌ๐Ÿฌ ๐—ฉ๐——๐—– could improve power delivery for next-generation AI computing systems.

    โžค NVIDIA collaboration strengthens industry efforts toward interoperable ๐Ÿด๐Ÿฌ๐Ÿฌ ๐—ฉ๐——๐—– standards.

    โžค Successful validation could position ๐—ฆ๐—ผ๐—น๐—ฎ๐—ฟ๐—˜๐—ฑ๐—ด๐—ฒ within growing AI infrastructure spending.

    ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜:

    ๐—ฆ๐—ต๐˜‚๐—ธ๐—ถ ๐—ก๐—ถ๐—ฟ, Chief Executive Officer of SolarEdge:

    โ€œThe transition to 800 VDC will ultimately depend on whether these systems can be protected, serviced and trusted at scale,โ€ said Shuki Nir, Chief Executive Officer of SolarEdge. โ€œThat will require collaboration across the ecosystem. We are building the full DC path from utility to rack, and we worked with NVIDIA on this paper to advance the protection and grounding considerations the whole industry needs.โ€

  • H
    Hardik Shah

    โ˜€๏ธ Pre-Market Earnings Recap:

    $Circle(CRCL.US) $CVS Health(CVS.US) $Disney(DIS.US) $Dynatrace(DT.US) $EOS Energy Enterprises(EOSE.US) $Flutter ENT(FLUT.US) $FuboTV(FUBO.US) $GlobalFoundries(GFS.US) $Galaxy Digital(GLXY.US) $Kraft Heinz(KHC.US) $Eli Lilly(LLY.US) $NICE-Syst(NICE.US) $Insulet(PODD.US) $Solaredge Tech(SEDG.US) $Shopify (SHOP.US) $SharkNinja(SN.US) $Uber Tech(UBER.US) $Terawulf(WULF.US)

    ๅ›พ็‰‡ 1๏ผŒๅ…ฑ 1 ๅผ 
  • H
    Hardik Shah

    $Solaredge Tech(SEDG.US) | TD Cowen reiterates ๐๐ฎ๐ฒ on ๐’๐จ๐ฅ๐š๐ซ๐„๐๐ ๐ž, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ–๐Ÿ“ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ’๐Ÿ‘

    Analyst sees optimism for market share gains from the Nexis launch and notes positive feedback on the company's SST progress.

    ๅ›พ็‰‡ 1๏ผŒๅ…ฑ 1 ๅผ