The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
The Next-Generation of Power-Semis Is Coming Online This Year As NVIDIA & Google Prep For 800V Systems
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current) infrastructure to power their upcoming platforms like Vera Rubin and TPUs.
The Power-Semi market is preparing to ship the first shipments required to bring up the 800V DC infrastructure online by Q3 2026. The initial shipments are said to be in smaller volumes, but these are expected to gain momentum with time as more companies adopt the ecosystem to mitigate power requirements.
Trendforce reports (via Liberty Times) that Delta Electronics, a leading supplier of power switching solutions and power supplies, is expected to see a big uptick in its business as demand for 800V DC power systems, BBUs, alongside various other power management systems, rises. Delta has also outfitted its 800V DC row-based power systems with liquid cooling. These comprise a 2.4MW liquid cooling solution with high-voltage DC Fans and the latest cold plate modules.
These new power architectures are a crucial step to minimizing efficiency losses as data center platforms continue to see a steep increase in power requirements. Commercial Times reports that the NVIDIA Rubin Ultra platform would peak at 450kW per rack, and the generation after, Feynman, will see power demand rise to 600kW-1MW.
NVIDIA has already announced its move to 800 VDC architectures for future AI datacenters, which will replace the legacy 48V/54V standards, eliminating bottlenecks, reducing current, copper use, and cable bulk, while offering safer and scalable infrastructure designs. 800VDC systems are compact and optimal for next-generation power distribution demands, which decrease conversion and routing volumes and also minimize distribution losses.
The key advantages of 800 VDC systems include:
- High Efficiency & Lower Losses: The shift to 800V VDC decreases power conversion steps (e.g., from 800V directly down to 6V for chips), minimizing energy loss.
- Reduced Infrastructure Footprint: Lower current allows for thinner, lighter cabling and smaller power components, freeing up precious IT rack space for more computing power.
- Enabled by Advanced Power Electronics: The system heavily utilizes Gallium Nitride (GaN) and Silicon Carbide (SiC) semiconductors, which allow for efficient, high-voltage switching.
- Data Center Applications: AI factories use this architecture to deliver power to racks hosting hundreds of GPUs, supporting megawatt-level densities, according to 2026 industry standards.
- Safety & Stability: While operating at a higher voltage, 800V DC architectures include specialized components like solid-state relays, high-voltage hot-swaps, and isolated sensors to maintain safety
800VDC will first be introduced in NVIDIA's Kyber racks, which are expected in 2027, and will rock the Rubin Ultra AI GPU family in a dense rack configuration with 576 Rubin Ultra chips, and an all liquid-cooled 600kW solution.
The increased reliance on 800VDC architectures and the massive increase in power components will allow a radical response from VRM makers and power providers who will scale up their production to meet the increasing demands for next-gen data centers.
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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