### @VRT — Confirmed — from the earnings call
Well, certainly on 800-volt DC: not a wholesale transition, let's say, but an important portion of the total market into 2027 and beyond. Programs on time — portfolio launches H2 2026, shipping framed as a 2027 event, customer validation ongoing. On the thermal link: 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-20260727-vrt-src-vrt-800v-liquid-cooling-rotation
- posted: 2026-07-27T22:02:51.258Z