智通财经网·2025-07-29 13:25Core Viewpoint - ON Semiconductor has partnered with NVIDIA to develop an 800V DC power solution for next-generation AI data centers, which is expected to significantly enhance power efficiency and capacity in response to the growing demand for AI applications [1][2]. Group 1: Market Demand and Trends - The global power demand for AI data centers is projected to double by 2030, reaching approximately 945 TWh, driven primarily by AI applications [1]. - AI data centers are experiencing a rapid increase in power consumption, with power levels rising from 20-30 kW per rack to 500 kW or even 1 MW [2]. - The shift towards 800V high-voltage direct current (HVDC) architecture is seen as essential for managing increased power demands while minimizing losses [2][3]. Group 2: Technological Advancements - The new 800V DC solution aims to reduce current and I²R losses to one-tenth of current levels, improving overall power supply efficiency by at least 5% [2]. - The 800V architecture is designed to accommodate future AI factory setups, allowing for higher power densities and better thermal management [3]. - NVIDIA plans to mass-produce 1 MW AI factory server racks starting in 2027, which will require the implementation of 800V systems [3]. Group 3: Competitive Positioning - ON Semiconductor is positioned to provide critical components such as 800V SiC MOSFETs and solid-state transformers, enhancing its competitive edge in the high-voltage power market [4]. - The collaboration with NVIDIA allows ON Semiconductor to secure long-term contracts and strengthen its market position against competitors like Infineon [4].