SolarEdge Shares Drop After Joint 800 VDC Framework With NVIDIA
SolarEdge shares fell about 4% during Analyst Day as the company released a technology-neutral protection and grounding framework for 800 VDC power, developed jointly with NVIDIA. The tie-in supports higher-voltage DC architectures aimed at reducing data-center conduction losses for next-generation AI factories. Enphase and First Solar rose at the same time, isolating the move from a broader sector shift.