Report published September 25, 2026
ABB: Takeaways from Webcast on New 800VDC Product Portfolio – Goldman Sachs Research
Goldman Sachs · September 25, 2026
Goldman Sachs recaps ABB's webcast showcasing its new Infinitus 800VDC source-to-rack product portfolio designed for AI datacenters. Goldman Sachs reiterates a Neutral rating and SFr82 12-month price target on ABB shares.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.ABB projects 25-40% of new datacenter additions in 2030 will use Direct Current (DC), with total capacity expanding by 170GW over five years to meet high-density AI rack power demands.
- 2.Power infrastructure capital will shift from white space (decreasing from 45% to 25%) to grey space, which benefits ABB's content per megawatt given its strong grey-space presence.
- 3.ABB introduced 'Infinitus', the industry's first source-to-rack DC portfolio, spanning powertrains, AC/DC conversion, DC distribution, protection, and cooling optimization, with full availability in 12 months.
Table of Contents
- Valuation and Risks
Report data
ABBN.S Target Price and Rating Summary — as of September 24, 2026.
| Metric | Estimate | Context |
|---|---|---|
| 12-month Price Target | 82.00 SFr | Maintained price target relative to prior reports |
| Share of new datacenter additions on Direct Current | 25-40% | Expected adoption of DC architecture in new datacenters by 2030 |
| Installed datacenter capacity addition | 170 GW | Datacenter capacity expected to expand from c.80GW at end-2025 by 170GW over five years |
| Power conversion loss reduction (500MW DC) | >5% | Replacing AC with DC technology in a 500MW datacenter saves >5% conversion loss, freeing 25MW power |
| Copper requirement reduction (500MW DC) | 10000 tonnes | DC architecture reduces copper needs for a 500MW DC by c.10,000 tonnes, saving c.$150mn |
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