Nvidia(US:NVDA) 硬AI·2025-05-22 07:20Core Viewpoint - Nvidia is collaborating with Navitas Semiconductor to develop a next-generation 800V high-voltage direct current (HVDC) architecture, which is expected to significantly enhance the power supply systems for AI data centers, particularly for supporting GPU workloads like Rubin Ultra [3][4]. Group 1: Collaboration and Technology - The partnership aims to leverage Navitas's gallium nitride (GaN) and silicon carbide (SiC) technologies to improve energy efficiency and reduce copper usage in data centers [4]. - The new 800V HVDC architecture represents a major technological leap in data center infrastructure, addressing the increasing power demands of AI computing [4][6]. Group 2: Current Limitations and Innovations - Current data center architectures utilize traditional 54V rack power distribution systems, which are limited to several hundred kilowatts and face physical constraints when power exceeds 200kW [6]. - Nvidia's solution involves converting 13.8kV AC grid power directly to 800V DC, eliminating multiple conversion steps to maximize efficiency and reliability [6]. Group 3: Benefits of 800V HVDC - The higher voltage level of 800V HVDC allows for a reduction in copper wire thickness by up to 45%, addressing sustainability concerns for next-generation AI data centers [7]. - Using traditional 54V systems, supplying power to a 1MW rack requires over 200kg of copper, which is unsustainable for the gigawatt-level power needs of future AI data centers [7].