NVIDIA pushes power‑semi costs skyward

- Analysis of NVIDIA’s next-generation Feynman GPUs says system power‑semiconductor content could rise to about $191,000 per system as designs move to higher voltages and denser power delivery. - The report frames this as a roughly 17× increase in power‑semi content versus Blackwell-era designs and predicts faster adoption of 800V DC architectures in server power stacks. - That shift turns AI scaling into a power‑delivery and systems engineering problem that stresses suppliers beyond die and packaging alone. (wccftech.com)