NVIDIA is collaborating with Google, Microsoft, and over 80 device and infrastructure suppliers to promote the adoption of an 800V direct current (DC) power supply architecture. This initiative aims to address the power efficiency and conversion loss issues arising from the increased power density of AI server racks, with plans to gradually implement it in existing AI factories starting in the second half of 2026. NVIDIA states that the current bottleneck in AI infrastructure is no longer just the total power wattage, but the efficiency of power delivery from the grid to the GPU. The 800V DC architecture can reduce the power conversion steps between the grid and the accelerators. The company plans to launch an 800V DC power rack compatible with the MGX architecture in the second half of 2026, allowing existing data centers to upgrade gradually without significant modifications to their buildings and power systems. For new or high-density AI factories, NVIDIA plans to introduce rack-mounted power centers in 2027, supplying power to multiple racks via overhead 800V DC busbars, with each rack supporting up to 2MW of power. The long-term plan includes deploying DC Power Blocks at the facility level to directly convert grid power into 800V DC. NVIDIA, Google, and Microsoft are also promoting related standardization through the Open Compute Project. As AI servers evolve from hundreds of kilowatts to megawatts, specifications for high-voltage DC/DC converters, solid-state transformers, busbars, power semiconductors, and power modules will also be upgraded.
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