Nvidia’s 800VDC architecture ignites a new track for electrical equipment! Legrand and Siemens highlighted by Goldman Sachs

智通财经2026/10/23 02:17

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Zhihui Finance APP reports that Goldman Sachs recently released a research report noting that investor discussions are increasingly focused on NVIDIA's (NVDA.US) 800VDC architecture, as well as the progress made by major electrical equipment OEMs in developing related product portfolios. These technological changes could reshape the industry's competitive landscape. Among Goldman Sachs’ Europe-covered stocks, for the data center demand investment theme, the bank sees the best valuation opportunity in Legrand (upgraded to “Buy” today), followed by Siemens (maintained at “Buy” rating).

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Anthropic plans to publicly offer shares to raise up to 64.4 billions USD, which is lower than the 69.3 billions USD in its previously withdrawn version. The offering price range is set at 70 to 78 USD per share. Seven tech giants, including Alphabet, Nvidia, and AMD, will separately invest a total of 26 billions USD through private placements. Based on the upper offering price of 78 USD, Anthropic's valuation would be around 102 billions USD.

华尔街见闻•2026/11/10 12:07