Nvidia(US:NVDA) 行家说三代半·2025-05-23 10:00Core Viewpoint - The article discusses the second power architecture revolution initiated by NVIDIA for data centers, focusing on the transition from 54V low-voltage direct current (DC) to 800V high-voltage direct current (HVDC) systems to improve energy efficiency and reduce power consumption in data centers [2][4][24]. Group 1: Power Architecture Revolution - NVIDIA is collaborating with Infineon and Navitas to develop an 800V HVDC system aimed at reducing energy consumption in data centers [2][5][6]. - The new architecture will require a significant number of silicon carbide (SiC) and gallium nitride (GaN) devices, including various voltage specifications [3][20]. - The shift to 800V HVDC is driven by the exponential growth of AI workloads, which increases the energy demands of data centers [13][24]. Group 2: Benefits of 800V HVDC - The 800V HVDC architecture is expected to reduce copper usage by 45%, improve efficiency by 5%, and lower maintenance costs by up to 70% compared to the existing 54V system [17][24][25]. - The new system allows for higher power capacity and better energy efficiency, while also reducing material costs due to lower copper requirements [22][24]. - By eliminating the need for AC/DC power supply units (PSUs) within IT racks, cooling costs can also be reduced [26]. Group 3: Industry Context and Future Outlook - The article highlights the significant energy consumption of data centers, with China's data centers consuming over 237.2 billion kilowatt-hours in 2021, equivalent to the output of two Three Gorges dams [7]. - The full-scale implementation of the 800V HVDC system is planned for 2027, coinciding with the launch of NVIDIA's Kyber rack-level systems [26].