Taiwan media: 800V HVDC shipments brought forward

According to **** media reports, power consumption by AI data centers is surging sharply, prompting the early commercial deployment of 800V high-voltage direct current (HVDC) architectures. Market sources indicate that NVIDIA’s Vera Rubin platform and Google’s next-generation AI data centers will be among the first to adopt this technology, driving a new wave of AI infrastructure upgrades. The supply chain anticipates limited shipments beginning in the third quarter, with business opportunities in the HVDC supply chain emerging ahead of schedule. Power consumption per AI server rack continues to rise rapidly—from tens of kilowatts previously to hundreds of kilowatts or even megawatt-level—pushing traditional alternating current (AC) power distribution architectures toward their efficiency limits, thereby accelerating the adoption of 800V high-voltage direct current (

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