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

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).