DIGITIMES expects 2026 to mark a turning point for 800VDC power delivery in AIartificial intelligence data centers. The central driver is the continued increase in GPUgraphics processing unitA GPU is a parallel graphics processor widely used for AI acceleration. power consumption, which is pushing the ecosystem toward a clearer high-voltage DCdirect currentElectric current that flows in one direction. distribution model. Nvidia itself is not expected to make major moves in 2026, but its product roadmap is already shaping the plans of power semiconductor vendors.
According to the report, the Rubin Ultra GPUgraphics processing unitA GPU is a parallel graphics processor widely used for AI acceleration. is expected to enter mass production in 2027. At that point, the Power Sidecar power rack is planned to deliver 800VDC directly to the compute rack. Inside the rack, the step-down chain is also changing. Alongside the established 800VDC-to-54VDC approach, 12VDC and 6VDC are emerging as important target rails for component suppliers.
This transition is increasing the role of GaNgallium nitrideGaN is another material platform mentioned for use in different power delivery roles. power devices, which the report describes as becoming hard to replace in secondary-side circuits. Vendors are exploring GaNgallium nitrideGaN is another material platform mentioned for use in different power delivery roles. as an alternative to traditional silicon MOSFET1. metal-oxide semiconductor field effect transistorVoltage-controlled field-effect transistor with an insulated gate, widely used in integrated circuits.2. metal-oxide-semiconductor field-effect transistorA common transistor type used here as the layout and technology reference.s in these lower-voltage conversion stages, reflecting a broader shift in how the 800VDC architecture is implemented at rack level.
The report also highlights SSTSolid-State TransformerAn SST is a transformer architecture built around power-electronic conversion rather than a purely passive magnetic component.s as a flexible element for handling diverse power loads, with SiCsilicon carbideSiC is one of the power semiconductor materials being assigned a distinct role in the power delivery chain. power devices playing an important role there. In addition, SiCsilicon carbideSiC is one of the power semiconductor materials being assigned a distinct role in the power delivery chain. JFETs and GaNgallium nitrideGaN is another material platform mentioned for use in different power delivery roles. BDS1. Brownian Dynamics SimulationComputational method or mathematical model for simulating, describing or optimizing technical systems.2. beam delivery system are presented as device options with different strengths, leading vendors to sharpen their competitive positioning. While the 800VDC landscape is becoming clearer, DIGITIMES says the harder technical challenges will come only after standardization across the industry.