Sector Signals
JA/EN/ZH

Data Center Power

Data Center Power

The constraint on AI data centers is no longer chips but power infrastructure. We read the move to 800 VDC for 1 MW racks, GaN/SiC adoption, and the transformer / grid-interconnection bottleneck through primary sources such as NVIDIA, OCP and EPRI.

Articles

13
Practical Guide

48V/400V/800V DC Power Compared

Compare in-rack 48V DC with +/-400V and 800V DC(HVDC), covering current, losses, power density, OCP, and NVIDIA's roadmap.

Read
Practical Guide

Transformer Lead Times in Data Centers

Why transformer lead times delay AI data-center energization: custom production, dedicated materials, global demand, and grid queues.

Read
Practical Guide

Data centers: 800V DC pros and cons

A quick guide to 800V DC power for AI data centers: up to 5% efficiency gain, fewer PSUs, higher density, and DC protection hurdles.

Read
Feature

Data centers: energy-system integration

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

Read
Practical Guide

DLC vs. Immersion Cooling

A quick guide to direct liquid cooling(DLC), single-phase immersion cooling, and two-phase immersion cooling for high-density data centers.

Read
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.

Read
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.

Read
Feature

AI data centers: 800V DC power shift

As AI racks head to 1MW, NVIDIA's 800V DC shift can improve efficiency up to 5%, while raising insulation and DC protection hurdles.

Read
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.

Read
News

onsemi: full-range GaN push

onsemi's GaNEXUS pairs 650V GaN with GlobalFoundries and 40-200V GaN with Innoscience, with H1 2026 samples for AI data-center power.

Read
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.

Read
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.

Read
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.

Read