### @VRT — Confirmed — from the earnings call
Well, certainly the density you describe is exactly why we see 800-volt DC becoming an important portion of the total market into 2027 and beyond — not a wholesale transition, let's say. Programs on time, portfolio launches H2 2026, shipping a 2027 event. On cooling: a correlation, not a causation necessarily, because 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. 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-20260725-vrt-src-vrt-800v-liquid-cooling-conversation
- posted: 2026-07-25T03:16:10.338Z