From 660kW to 4.8MW: How Big Is the New AI Power Market Opened by Nvidia's 800V White Paper?

Nvidia's latest 800VDC white paper advances AI data center power supply from technical discussion to engineering execution: Power Rack enters production in Q3 2026, followed by expansion to 2MW-class Power Center and 4.8MW-class Power Block. As AI rack power continues to rise, power supply systems are becoming a critical infrastructure constraining compute density, boosting the value of high-power PSUs, HVDC, DC protection, liquid cooling, energy storage, and SST components. How will the 800V supply chain deliver value progressively across racks, clusters, and data halls, and which A-share companies may benefit first?