七大预测揭开AI供电革命拐点！英飞凌白皮书前瞻下一代技术

Core Insights - The AI-driven power revolution is reshaping the entire power supply system from chips to the grid, with significant implications for data center operators, equipment manufacturers, and investors [1] Group 1: Key Predictions - Prediction 1: Vertical power supply will dominate future processor architectures, with total current consumption expected to rise to 10,000 amperes within ten years due to the increasing size of chips and reduced supply voltage [2] - Prediction 2: High-voltage direct current (DC) power supply architecture will replace the 48V ecosystem as single rack power exceeds 1 megawatt, necessitating new modules like electronic fuses and hot-swappable features [7] - Prediction 3: AI rack power consumption will enter the megawatt era, with total power in a single IT rack projected to exceed 1 megawatt as more GPUs are integrated [10] Group 2: Power Supply Developments - Prediction 4: Power supply rack power levels will exceed 100 kilowatts, with each rack potentially housing multiple power supply units to support the transition to 1 megawatt IT racks [12] - Prediction 5: New data center power demands will reach gigawatt levels, driven by the increasing power consumption of modern GPUs and dense AI compute nodes [14] - Prediction 6: Distribution systems will shift towards DC microgrids, which are seen as a promising architecture for future AI data centers, utilizing solid-state transformer technology [16] Group 3: Renewable Energy Integration - Prediction 7: Renewable energy will become a critical constraint for AI development, with nearly 50% of the power used by global data centers coming from renewable sources [18] - To support the operation of gigawatt-scale data centers, approximately 8 square kilometers of solar fields will be required [19]