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Sequoia Capital partner David Cahn recently called AI power “the best trade of 2025.” The real bottleneck for artificial intelligence, he argued, isn’t compute—it’s electricity.
As firms like xAI and OpenAI build their own power plants, generator shortages are expected to last through 2030. Siemens Energy has surged 13× in two years, Bloom Energy 6× in six months—and now the AI-power boom has reached Taiwan.
Delta Electronics and LITEON Technology have seen their shares more than double as they prepare for Nvidia’s 800-volt direct-current (VDC) revolution, which will blur the line between the clean, air-conditioned “white zone” of server racks and the heavy-electrical “gray zone” of transformers and substations.
This feature includes an exclusive interview with two Lite-On executives leading Nvidia-related power projects, revealing how Taiwanese suppliers are moving beyond server racks and into the global AI energy race.
Interesting, I didn't realize data centers were powered by as low as 50V? according to the article. I thought it was usually more like 240V?
Anyway, 800V vs anything lower would definitely help reduce cable costs and ease installations due to thickness of cables. The downside of higher voltage is increased shock risk to humans handling the cabling.
Interesting, I didn't realize data centers were powered by as low as 50V? according to the article. I thought it was usually more like 240V?
Anyway, 800V vs anything lower would definitely help reduce cable costs and ease installations due to thickness of cables. The downside of higher voltage is increased shock risk to humans handling the cabling.
The exponential growth of AI workloads is increasing data center power demands. Traditional 54 V in-rack power distribution, designed for kilowatt (KW)-scale racks, isn’t designed to support the…
developer.nvidia.com
If you want more technical docs from the power/analog semiconductor companies:
I mean the racks themselves will receive 240VAC single phase as regular. DC powered racks are an expensive rarity, and few large dotcoms got vendor trapped with specialty solutions by becoming the sole large operator of a given DC rack power delivery standard.
Interesting, I didn't realize data centers were powered by as low as 50V? according to the article. I thought it was usually more like 240V?
Anyway, 800V vs anything lower would definitely help reduce cable costs and ease installations due to thickness of cables. The downside of higher voltage is increased shock risk to humans handling the cabling.
Having worked on million-watt systems, you just learn to be careful and not do it on a bad day. I supervised crews in this area and made some of the work voluntary.
Huh? It makes no sense to use single-phase. Data centers are getting industrial three-phase power. It's better for handling power factor correction and has better efficiency.
cwnewsroom.substack.com
