In September 2026, China's Cyberspace Administration and six other ministries jointly issued an "Implementation Plan for Promoting Coordinated Digital and Green Transition (2026-2030)." The document explicitly names exploration of 800V high-voltage DC power architecture for computing infrastructure, together with deployment of single racks above 100kW. The original text uses the term 算力施设 (suanli sheshi, literally "computing-power facilities"), covering data centers and AI computing centers.
The 800VDC shift has been vendor-led so far. We have covered rollout plans from Vertiv, Schneider and Foxconn and Flex's acquisition of EPC Power. What this document adds is policy-layer backing for that transition.
A power architecture written into national policy
The document places 800V HVDC exploration within a broader push to strengthen green design of computing infrastructure, alongside support for innovation and adoption in liquid cooling, waste heat recovery, and low-power chips. The 100kW-plus single-rack figure appears alongside it, matching the industry pattern where higher density and higher-voltage DC advance together.
It is unusual for a specific power delivery choice to be written into a national policy document. China is the world's second-largest data center market, and policy language referencing a particular architecture there can influence equipment suppliers' product plans.
What else the same document sets out
This implementation plan is not limited to data center power. Within a broader framework of coordinated digital and green transition, several requirements sit side by side.
800V HVDC
Support exploration of 800V high-voltage DC power architecture for computing infrastructure and promote deployment of single racks above 100kW.
Renewable share
By 2030, raise computing infrastructure's renewable energy consumption share to match provincial-level renewable consumption responsibility weights.
Siting
Direct computing resources toward regions rich in wind, solar and hydro power.
Existing facility upgrades
Advance equipment renewal for aging, small and scattered computing facilities, and organise energy-saving inspection and diagnostic services.
AI model resource disclosure
Build an evaluation system for AI model resource consumption and require generative AI operators to voluntarily disclose large-model resource usage.
5G base stations
Progressively introduce liquid cooling and natural cooling-source heat dissipation, and promote migration to centralised CRAN architecture.
The item on coordinated development of computing and power deserves attention. It treats computing infrastructure's green power demand and new energy absorption into the grid as a single problem, and calls for work on coordinated computing-power dispatch, direct green power supply, and high-efficiency, long-duration, large-capacity new storage technologies and standards. This treats data centers as an element of grid design — the same direction as Delaware's self-supply mandate and Amazon's grid connection exploration.
The requirement for generative AI operators to voluntarily disclose large-model resource usage is also included. It is a design aimed at making AI compute demand visible, which reads as an attempt to improve the predictability of power demand.
What it means for equipment and component suppliers
The 800VDC shift requires rectifiers, solid-state transformers, and high-voltage-capable power devices. Demand for these has previously had to be estimated by working backwards from hyperscaler build plans. With a direction written into a policy document, the specification assumptions behind product planning for the Chinese market become easier to read.
That said, the document's wording is to "support exploration," not to mandate a specific specification. How binding it becomes rests with implementing rules and standards work still to come; what is settled today is direction only. The fact that it appears alongside liquid cooling and waste heat recovery also suggests a structure that advances several options in parallel rather than converging on one technology.
For Japanese, European and US suppliers, this means tracking how specification requirements in the Chinese market are shaped from the policy side. Competition over power architecture standards is beginning to include a dimension beyond technical merit: which markets adopt which approach as national policy.