Nvidia & Schneider Electric

Nvidia: Nvidia is leading the transition to 800 VDC power infrastructure, which is critical for supporting its next-generation GPUs and high-density AI racks. The study supports the feasibility of this transition, indirectly benefiting Nvidia's data center business.

Schneider Electric: Schneider Electric is the primary author and publisher of the study, reinforcing its leadership in 800 VDC power solutions for AI data centers. This enhances its reputation and market position, potentially driving demand for its products and services.

Nvidia: Nvidia collaborates with Cadence, using AuraStack for its system design workflows and benefiting from accelerated multiphysics performance via its Blackwell platform.

Schneider Electric: Schneider Electric collaborates with Cadence to apply AI-driven design automation, aiming to capture engineering expertise and improve efficiency.

Nvidia: Nvidia presented its five-layer AI stack alongside its Chinese ecosystem partners, showcasing its leadership in AI technology.

Schneider Electric: Schneider Electric showed how AI is building more sustainable operations, accelerating the deep fusion of the real economy with the digital economy.

Nvidia: Chipmaker whose GPUs drive AI workloads; actively working to smooth power delivery and mitigate reliability issues.

Schneider Electric: Provides power management solutions; sees increased demand for grid stability products.

Nvidia: Nvidia provides the DSX platform and GPUs, and intends to invest in Firebird. This expands Nvidia's reach into frontier markets and reinforces its dominance in AI infrastructure.

Schneider Electric: Provided power infrastructure for the AI factory, benefiting from the project.