Understanding the Market | BYD ELECTRONIC rises over 5% as the company will become a supplier of power components for NVIDIA's new 800VDC AI server architecture
BYD ELECTRONIC rose over 5%, as of the time of writing, it increased by 4.9%, reaching HKD 40.66, with a trading volume of HKD 635 million. Citi released a research report stating that, based on information from NVIDIA, BYD ELECTRONIC will become a power component supplier for NVIDIA's new 800VDC AI server architecture, giving BYD ELECTRONIC the opportunity to become a comprehensive AI server solution provider within NVIDIA's AI server systems. Additionally, Apple is collaborating with BYD ELECTRONIC on an upcoming desktop robot and home hub, which is expected to become a new business growth driver for BYD ELECTRONIC. Citi noted that BYD ELECTRONIC's liquid cooling products, including quick connectors, cold plates, and manifolds, received NVIDIA certification in March 2025, suitable for NVIDIA's GB200/300NVL72 systems. BYD ELECTRONIC aims to start shipping to overseas customers in the second half of 2025. In the long term, becoming a power system component supplier will enable BYD ELECTRONIC to be a comprehensive AI server solution provider in NVIDIA systems and other AI server systems
According to Zhitong Finance APP, BYD Electronic (00285) rose over 5%, and as of the time of writing, it is up 4.9%, priced at HKD 40.66, with a trading volume of HKD 635 million.
Citi released a research report stating that, based on information from NVIDIA (NVDA.US), BYD Electronic will become a power component supplier for NVIDIA's new 800VDC AI server architecture, giving BYD Electronic the opportunity to become a comprehensive AI server solution provider within NVIDIA's AI server systems. Additionally, Apple (AAPL.US) is collaborating with BYD Electronic on an upcoming desktop robot and home hub, which is expected to become a new business growth driver for BYD Electronic.
Citi noted that BYD Electronic's liquid cooling products, including quick connectors, cold plates, and manifolds, received NVIDIA certification in March 2025, suitable for NVIDIA's GB200/300NVL72 systems. BYD Electronic aims to start shipping to overseas customers in the second half of 2025. In the long term, becoming a power system component supplier will enable BYD Electronic to become a comprehensive AI server solution provider within NVIDIA systems and other AI server systems
