800V High-Voltage DC Becomes Essential for Data Centers. These Companies Are Worth Watching
Last year, $NVIDIA (NVDA.US)$ officially released the white paper "800-Volt DC (Direct Current) Architecture for Next-Generation AI Infrastructure" at the North American OCP Global Summit, clearly stating that 800V High-Voltage Direct Current (HVDC) will become the mainstream power supply solution for future AI data centers, marking the industry's transition from traditional UPS AC architecture to high-voltage DC architecture.
Additionally, $Meta Platforms (META.US)$ plans to put into operation a 1GW-class AI data center "Prometheus" in 2026 as an important part of its large-scale expansion of AI infrastructure; $Alphabet-C (GOOG.US)$ , in collaboration with Meta, $Microsoft (MSFT.US)$ , and the OCP community, launched the "Devil's Mountain Project" at the 2025 OCP EMEA Summit to promote the standardization of ±400V DC.
Currently, UPS is the mainstream power supply architecture, while HVDC is NVIDIA's next-generation core power supply architecture. UPS, or "Uninterruptible Power Supply," improves power quality and ensures power supply. However, UPS involves multiple power conversions, resulting in severe energy loss and low efficiency. The current mainstream HVDC is mainly 336V and 240V high-voltage DC. NVIDIA's 800V HVDC solution offers advantages such as simplified power supply architecture, high power conversion efficiency, and small footprint, with a 45% reduction in copper wire usage. The market predicts that from 2024 to 2029, the global HVDC market size will grow from $1 billion to $15.7 billion, with a CAGR of 73%.
Core Components:
Transformers play a crucial role in power conversion and distribution in data centers. As core equipment in the power system, transformers convert high-voltage electricity into low-voltage electricity required by data center equipment, ensuring stability and safety of power supply while achieving efficient energy utilization through rational configuration.
Rectifiers are core components that convert AC power through rectification modules and DC distribution modules to supply power to IT equipment and charge battery packs, ensuring continuous uninterrupted power supply through battery packs when mains power is cut off or when mains quality does not meet requirements.
Silicon Carbide (SiC) and Gallium Nitride (GaN) are core materials supporting the implementation of 800V HVDC architecture. Traditional silicon-based devices face bottlenecks of high loss and heat generation in high-voltage, high-frequency scenarios, while SiC and GaN have wider bandgaps, higher thermal conductivity, and faster switching speeds, perfectly matching the technical requirements of 800V HVDC.
Related Companies:
According to the latest information from NVIDIA's official documents, the main cooperating suppliers currently include:
$INFINEON TECHNOLOG (IFNNY.US)$ : The company gains the largest market share in the global rectifier field, with about 24% market share in core sub-markets such as fast rectifiers, and has a significant advantage in high-end fields such as 800V high-voltage SiC rectifiers (about 40% share). In the rectifier field, Onsemi has about 19.2% market share, and STMicroelectronics has about 12.1%, ranking second and third respectively.
$Vertiv Holdings (VRT.US)$ : Announced strategic cooperation with NVIDIA on May 19, 2025. The company plans to officially launch its 800VDC power supply product series in the second half of 2026, ahead of the release of NVIDIA Kyber and NVIDIA Rubin Ultra platforms.
$Eaton (ETN.US)$ : Eaton launched a new generation of 800V DC power architecture in October 2025, supporting NVIDIA's construction of new AI data centers with 800V high-voltage DC. The company also provides smart grid technology and distribution automation systems.
$Navitas Semiconductor (NVTS.US)$ : The company focused on gallium nitride (GaN) power semiconductor technology. GaN devices have a relatively high breakdown voltage, making them suitable for high-voltage applications.
$GE Vernova (GEV.US)$ : GEV is a well-known leader in the North American transformer field.
In addition, Foxconn detailed its 40,000-kilowatt Taiwan Kaohsiung No. 1 data center under construction, supporting 800 VDC. Industry pioneers such as $CoreWeave (CRWV.US)$ , Lambda, $NEBIUS (NBIS.US)$ , $Oracle (ORCL.US)$ Cloud Infrastructure, and Together AI are also designing 800-volt data centers.
$Hewlett Packard Enterprise (HPE.US)$announced that its products will support NVIDIA Kyber and NVIDIA Spectrum-XGS Ethernet horizontal scaling technology, which is part of the Spectrum-X Ethernet platform.
Overall, NVIDIA anticipates that in the long term, its 800VDC architecture could reduce the Total Cost of Ownership (TCO) by up to 30% through improvements in efficiency, reliability, and system architecture.
NVIDIA expects the transition to 800VDC data centers to occur in sync with the deployment of its Kyber rack architecture, with a target timeline set for 2027.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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103459028 : nice article but 3 months late
Slay2dudes : ok
ETONA 103459028 : As usual, when stocks are high enough, news pop up![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
151674090 : share price is about to explode
Tatertodd : yup
103948045 : white paper on 800v Gallium power an interesting read
75960773 103459028 : why are you saying that this is 3 months late? most of the stocks mentioned are significantly down from their October highs?
Not sure about you, but I don't feel that white paper was common knowledge, I didn't personally read it, and based on the depth of your comment, I'm assuming that you didn't either
75960773 151674090 : of which stock(s)?
Like a Pro : new generation of 800V DC power is the way forward
林中立 103459028 : You could also say it was a year too early
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