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Power Architecture in Increasing Demand with AI
The latest power architecture trend to attract attention is the 800VDC (direct current) power architecture.
Led by NVIDIA, Hitachi, Foxconn, ABB, Navitas Semiconductor, and others are promoting it for AI data centers.
The power architecture is the “blueprint” for the infrastructure that determines how electricity is created, transported, and used, and is undergoing significant evolution worldwide to meet the massive power demand of the AI era.
In the future, the architecture will become even smarter and more efficient, and will “not only flow electricity, but also use it intelligently and wisely”…this is truly an energy revolution at the forefront.
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You see microgrid and off-grid and clean energy generation facilities being built all the time, just for data centers.
On the other hand, it seems that standardizing on 800VDC like this one in a facility can make power delivery and cooling more efficient.
It seems that the competition to enter the integrated ecosystem from power generation to racks in the facility and the huge market that will be created there will intensify.
While keeping a close eye on standards and changes in regulations in various countries, I believe that more and more companies will seek to enter the market on a component-by-component basis or by specializing in a particular area.
It would be instructive to ask experts in various positions about the detailed situation and their views.