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Every 800V rack NVIDIA ships in 2027 is worth roughly 11x more ON silicon than the 54V racks shipping today.
NVIDIA's 2027 800V racks will include 11x more ON silicon than current 54V racks.
KEY POINTS
- ON's 800V vertical GaN technology is currently unmatched by competitors at commercial scale.
- ON recorded a major increase in silicon carbide lead-times in Q1 2026, indicating real AI data center demand.
- ON projects AI data center revenue could reach $1 billion by 2028, driven by 800VDC adoption.
- ON trades at roughly half the valuation multiples of direct AI power semiconductor peers like MPWR and POWI.
COMPANIES
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