According to CoinMeta, power semiconductor stocks saw a significant increase on Monday. Wolfspeed (NYSE : WOLF) rose 5.74% to $33.61, STMicroelectronics (NYSE : STM) rose 4.17% to $56.56, and On Sem's early-stage nductor (NASDAQ : ON) rose 2.96% to $85.11. A research report by Mizuho indicates that the Nvidia's Vera Rubin is progressing faster than market expectations, and it is anticipated that in the fourth quarter of 2026, it will be led by XAI and Meta. El-Khoury states that under an 800V DC power architecture, the cost of power supply components per rack will rise from $15,000 to $115,000, and it is expected that AI data center revenues will double in 2026.