2 1 Shi Ji Jing Ji Bao Dao·2025-10-14 02:34Core Insights - NVIDIA has introduced an 800V high-voltage direct current (800 VDC) power architecture aimed at future AI data centers, marking a significant shift in energy infrastructure [1][3] - The concept of the "AI Factory" is presented as the third infrastructure revolution, where computing power will be generated, transmitted, and consumed like electricity, driving global economic and industrial intelligence [1] - In the keynote, InnoPhase (02577) is highlighted as a key partner in the 800 VDC ecosystem, providing comprehensive GaN solutions that meet the technical demands of this architecture [1] Technical Advancements - The new 800VDC power system will increase the power per rack from the traditional 200kW to 1MW, supporting "Gigawatt AI Factories" [3] - Compared to the traditional 54V architecture, the 800VDC system reduces current by over 15 times, significantly decreasing copper losses and improving wiring efficiency [3] - Gallium Nitride (GaN) is identified as a critical technology for the 800VDC architecture, enabling low-loss operation at ultra-high frequencies (1-10MHz) and improving overall system efficiency by 10-13% while increasing power density by over 50% [3] Market Impact - Following the announcement at the OCP Global Summit, InnoPhase's stock surged over 14% on October 14, indicating strong market interest and confidence in the 800 VDC ecosystem [1]