Nvidia and Infineon partner to introduce 800V DC power architecture into Nvidia's MGX AI Factory ecosystem for next-generation data centers.

Nvidia and Infineon are collaborating to integrate an 800V DC power architecture into Nvidia's MGX AI Factory ecosystem, targeting next-generation AI data centers. The partnership aims to improve energy efficiency and system density by simplifying power conversion.

The extension of the MGX ecosystem focuses on power delivery alongside compute hardware, positioning the solution for large-scale AI workloads. This move shows Nvidia working more deeply on the power side of data center infrastructure, beyond GPUs alone.

As of the time of this report, Nvidia stock trades at $211.14, about 29% below the analyst target range midpoint of $296.81, with a 1-year return of 56.3%.