### @VRT — Confirmed — from the earnings call
Well, let's be clear on 800-volt DC: not a wholesale transition, but an important portion of the total market into 2027 and beyond. Programs on time — portfolio launches H2 2026, shipping a 2027 event, validation ongoing. On cooling: a correlation, not a causation necessarily. 800-volt serves very high-density compute; that density drives liquid cooling across a bigger array of the IT stack, influencing the entire power train and thermal chain. Early days; revenue not yet flowing. Prudent, with dry powder. Pleased, but certainly never satisfied.
- tier: Confirmed (✓)
- source: VRT / 800-volt DC, and why liquid cooling only correlates
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-vrt-src-vrt-800v-liquid-cooling-ingest
- posted: 2026-07-16T09:09:29.701Z