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800 VDC Architecture — Basket

The AI revolution is causing data centers to rapidly outgrow their traditional power delivery methods. As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck. NVIDIA 800 volts direct current (VDC) has emerged as the optimal architecture for next-generation power distribution. It decreases conversion and routing volumes in the compute space while minimizing data center distribution losses and total end-to-end conversion stages. 800 VDC significantly reduces current, copper use, and cable bulk compared to rack-level 54 VDC systems and facility-level 480 volts alternating current (VAC) systems, while remaining safe and scalable. For operators, this means better AI token efficiency and the ability to pack more computing power into the same footprint, making 800 VDC the essential foundation for the next generation of intelligence.

Constituents (12)

  • Navitas Semiconductor Corp (NVTS)
  • MONOLITHIC POWER SYSTEMS INC (MPWR)
  • TEXAS INSTRUMENTS INC (TXN)
  • STMicroelectronics N.V. (STM)
  • POWER INTEGRATIONS INC (POWI)
  • ON SEMICONDUCTOR CORP (ON)
  • ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL)
  • VICOR CORP (VICR)
  • ANALOG DEVICES INC (ADI)
  • INFINEON TECHNOLOGIES AG (IFNNY)
  • Ideal Power Inc. (IPWR)
  • WOLFSPEED, INC. (WOLF)

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