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Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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20 results — theme: Data Center Power — tag: Data Center Clear filter

Practical Guide

800VDC Rollout: Vertiv, Foxconn Lead the Way

NVIDIA's 800VDC rollout timeline: Vertiv ships products in H2 2026, Foxconn leads deployment at its Kaohsiung K-1 site, and Kyber racks ship in 2027.

Data Center Power800VDCdata center

News

DOE transmission study: data centers redraw the grid map

DOE has published a draft 2026 National Transmission Needs Study that identifies data centers, manufacturing expansion, and large industrial loads as key causes of transmission constraints. U.S. data-center electricity use is projected to rise from 176TWh, or 4.4% of total power, in 2023 to 325–580TWh and as much as 12% by 2028. This article maps a grid bottleneck that is becoming as material as semiconductors.

Data Center PowerDOEtransmission

News

AI compute now hinges on power: from FLOPS to MW

AI supercomputing is shifting from performance in FLOPS to power and efficiency. TOP500 leader LineShine reached 2.198 EF at 42.2 MW with a CPU-only design, while Microsoft Fairwater points to distributed AI superfactories. Primary data shows the move from FLOPS to megawatts.

Data Center Powerdata centerAI

News

New York: pause on new DCs above 50MW

On July 14, 2026, New York issued the first U.S. pause on state environmental permits for new hyperscale data centers above 50MW, for up to one year. About 12GW of data-center load is queued at NYISO. The previous day, Meta announced an expansion of Hyperion to 5GW and more than USD 50 billion. This article examines a U.S. market where regulation and expansion now proceed at once.

Data Center Powerdata centerregulation

Practical Guide

Liquid cooling operating requirements

As liquid cooling becomes a baseline for AI servers, designers need operational requirements, not just cooling-method selection. This article reviews TCS loop pressure of 140-450kPa, ASHRAE coolant classes W1-W5, IEC 62368-1 leak testing, and sensor requirements.

Data Center Powerliquid coolingdata center

Practical Guide

NERC and AI large-load grid rules

NERC has identified computing loads, including data centers, crypto assets, and hydrogen electrolysis, as posing reliability issues distinct from conventional industrial loads. With 50MW blocks changing in 250ms and standards planned by end-2026, thresholds, requirements, and timing are becoming central to site strategy.

Data Center PowerNERClarge load

News

FERC Starts DC Large-Load Reform

FERC issued a large-load interconnection ANOPR in October 2025 and plans action by June 2026 after reviewing more than 3,500 pages of comments. PJM summer peak demand is projected to rise 70GW over 15 years.

Data Center Powergrid interconnectiondata center

Practical Guide

DC Metrics: PUE and WUE

A guide to data center efficiency metrics: The Green Grid's PUE, WUE, Partial PUE, waste heat reuse, and the xUE family including PUE/WUE/CUE.

Data Center PowerPUEWUE

Practical Guide

48V vs 400V vs 800V DC for AI Racks

Compare 48V, +/-400V, and 800V DC for AI data-center racks by current, losses, power density, OCP direction, and procurement risk.

Data Center Power800VDCpower architecture

Practical Guide

Data Center Transformers: 120-Week Lead Times Explained

Primary sources explain why transformer lead times delay AI data-center energization. Large transformer lead times doubled from about 50 weeks in 2021 to an average 120 weeks in 2024, prices rose 80%, and one U.S. manufacturer disclosed a five-year wait for new orders. CISA, DOE, and NERC show the three barriers: custom production, interconnection queues, and new large-load rules.

Data Center Powertransformergrid interconnection

Practical Guide

800V DC Data-Center Power: Pros and Cons

Quick evaluation guide to 800V DC power for AI data centers: efficiency gains, fewer PSUs, density benefits, DC protection, and sourcing risks.

Data Center Power800VDCdata center

Feature

Data centers: energy-system integration

AI data centers are adding onsite generation, BESS, and demand response as grid-only power becomes constrained.

Data Center Powerdata centerenergy storage

Practical Guide

DLC vs. immersion: data-center liquid cooling

A quick guide to data-center liquid cooling, split into direct liquid cooling(DLC/direct-to-chip) and immersion cooling(single-phase and two-phase). It explains cold-plate local heat removal, dielectric immersion, applicability, maintenance differences, and selection criteria based on primary and academic sources.

Data Center Powerliquid coolingdata center

Feature

Liquid Cooling and Data-Center Power

As high-density AI racks shift toward liquid cooling, cooling choices reshape power supplies, SiC/GaN devices, Tj margins, and efficiency.

Data Center Powerliquid coolingdata center

Practical Guide

OCP Diablo: sidecar power racks

OCP's Diablo sidecar power-rack concept moves from in-rack 48V DC to ±400/800V DC to support 100kW to 1MW AI racks.

Data Center PowerOCP800VDC

Feature

800V DC Power Shift for AI Data Centers

800V DC power for AI data centers: NVIDIA's 1MW-rack roadmap, up to 5% efficiency gains, DC protection hurdles, and supplier timing.

Data Center Powerdata center800VDC

Feature

Data centers: transformer and grid bottlenecks

AI data-center bottlenecks are moving to power infrastructure. EPRI projects 9-17% of U.S. electricity by 2030 and up to 10 years to energization.

Data Center Powerdata centergrid

News

AI Data Centers: Recovery Signs in onsemi/Infineon Q1-Q2

Common trends from onsemi Q1 2026 and Infineon Q2 FY2026 earnings. As power demand for AI data centers expands rapidly, automotive applications remain in recovery. A breakdown of the two-axis structural shift that design and procurement teams should understand.

Data Center PoweronsemiInfineon

News

AI Data Center Power Devices 2026: SiC/GaN UPS & PSU Demand

Generative-AI data centers are driving SiC/GaN UPS and PSU adoption as efficiency rules tighten. 2026 power-device demand trends and what they mean.

Data Center PowerData CenterPower Semiconductors

Feature

AI Data Centers: High-Density Power Design for 100kW Racks

Power consumption for a single rack of servers running GPT-4 has surged from an average of 10-15kW in 2020 to over 100kW for racks equipped with the latest AI accelerators, with NVIDIA H100-dense racks approaching 70kW individually, and further increases anticipated with the next-generation Blackwell architecture.

Data Center PowerAI serverdata center