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NVDA 推进 800V
$NVDA 正在积极推进 800V，这对今天来说是一个相当大的信号。 “2026 年 4 月 22 日，NVIDIA 已经与主要韩国电力设备公司展开讨论，探索基于约 800V 直流（DC）系统设计数据中心基础设施。” 之前提到的 Nvidia 合作伙伴包括：Infineon、$TXN、$STM、$NVTS、Delta、Flex、$ETN、Schneider 和 $VRT。 早就知道他们在往这个方向推了，但……看起来现在真的是 Nvidia 在主导。 我个人对 $NVTS 的敞口很小，因为它们在 800V DC 的 SiC / GaN IC 方面暴露很高。 我知道其他人更喜欢 $VICR 作为敞口。
英文原文
$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.
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马斯克指出Optimus三大瓶颈：智能、手部及制造，暗示美韩主导核心部件。
$TSLA Optimus 瓶颈 TLDR - Elon Musk 采访： “人形机器人只有三件难事”： 1. 现实世界智能（例如 Dojo，$NVDA，三星机电） 2. 手部（~ 可能是 $VPG） 3. 规模化制造（~ 浙江华正，宁波拓普，Everwin） 关于手部： Elon 声称 $TSLA Optimus 的人手自由度比其他机器人更多。 特斯拉“设计了定制执行器、齿轮、功率电子、控制、传感器。这方面没有供应链。” Elon 在采访中基本上强调手部是机器人最涉及知识产权且最复杂的部分。Elon 重申特斯拉解决了中国其他人形机器人今天尚未解决的问题。 这使得西方制造商参与这一特定 BOM 部分的可能性略微增加（相比此前报道的中国供应链）。 关于现实世界智能方面： Elon 聚焦于：“惯性测量、GPS 信号、其他数据，将其与视频结合，主要是视频，然后输出控制命令” - 训练 ~ Cortex / Dojo 供应商，$NVDA。 - 视频与视觉：三星机电？ - IMU + GPS：$STM 或博世？ 规模化制造： 正如朝鲜日报报道，身体部分可能来自中国供应链。 从推理来看似乎是： 大脑 + 高端组件 = 美国/韩国 身体是中国（三花，拓普等）。 但再次强调，这并未确认，只是可能的供应链映射。 无论如何，Elon 为投资者指出了人形机器人量产过程中的三个瓶颈投资方向。
英文原文
$TSLA Optimus Bottleneck TLDR - Elon Musk Interview: "There's only three hard things for humanoid robots": 1. Real World Intelligence (eg. Dojo, $NVDA, Samsung Electro-Mechanics) 2. The Hand (~ possibly $VPG) 3. Scale Manufacturing ( ~ Zhejiang Huazheng, Ningbo TuoFu, Everwin) For the hand: Elon claimed that $TSLA Optimus has the more degrees of freedom with a human hand than other robotic humanoid. Tesla "designed custom actuators, gears power electronics, controls, sensors. There is no supply chain for this." Elon basically focused on the hand is the most IP-sensitive and complex part of the robot during the interview. Elon reiterated that Tesla solved issues with the hand that no other humanoids in China have today. This makes things slightly more probable that Western manufacturers are involved (compared to Chinese supply chains from earlier reports), with this part of this specific BOM. For the Real World Intelligence Aspect: Elon focused on: "Inertial measurements, GPS signals, other data, combining that with video, primarily video, and then outputting the control commands" - Training ~ Cortex / Dojo suppliers, $NVDA. - Video & Vision: Samsung Electro-Mechanics? - IMUs + GPS: $STM or Bosch? Scale Manufacturing: Likely Chinese supply chains as reported, by Chosun for the body. From inference looks like: Brain + high-end components = US/Korean Body is Chinese (Sanhua, Tupou, etc). But again, this is not confirmed, just possible supply chain mapping. Regardless, Elon gave investors three bottlenecks to invest in for the humanoid ramp.