Shang Hai Zheng Quan Bao·2025-10-22 18:09Core Insights - The 800V HVDC (High Voltage Direct Current) architecture introduced by NVIDIA is expected to become a mainstream technology direction for future AI data centers, presenting opportunities for both power electronics and renewable energy sectors [1][2] - The adoption of 800V HVDC is seen as a significant upgrade in power supply architecture, which will transform the entire industry chain from core components to system integration and operational services [2] Power Electronics Impact - The 800V HVDC architecture offers advantages over traditional UPS technology, including higher efficiency, greater power density, smaller footprint, and lower total cost of ownership [2] - Key components affected include SiC (Silicon Carbide) power semiconductors, magnetic component design, DC link capacitors, and DC circuit breakers, which will require significant technological upgrades [2] Upstream Component Companies - InnoSwitch, a key player in the upstream component sector, has announced a breakthrough in AI data center power supply architecture, achieving higher efficiency and power density while reducing energy consumption and CO2 emissions [3] - Megmeet's PSU products have entered NVIDIA's supply chain, extending into HVDC power supply segments, showcasing their advanced technology in high-power, high-efficiency network power supplies [3] Renewable Energy and Energy Storage - The integration of "green electricity + energy storage" is expected to complement the 800V HVDC architecture, allowing for more direct connections to data center power systems and reducing energy loss [4][5] - Companies like CATL and Huawei are positioning themselves to meet the growing power demands of AI data centers, with energy storage systems playing a crucial role in managing power fluctuations [5] Future Market Dynamics - The AIDC energy storage market is anticipated to evolve into a "giant-led, ecosystem symbiosis" model, where competition will focus on technology integration and ecological value [5] - Chinese companies are expected to lead in green electricity supply and the development of one-stop zero-carbon solutions, leveraging their strengths in photovoltaic, wind power, and energy storage technologies [5]