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 Viewpoint - The article discusses the transformative impact of AI on power supply systems, highlighting predictions from Infineon regarding future power demands and technological advancements in the next decade [3][4]. Group 1: Key Predictions - Prediction 1: Vertical power supply will dominate future processor architectures, with current load currents expected to reach 10,000 amperes, ten times the current level [6]. - Prediction 2: High-voltage direct current (DC) power supply architectures will replace the existing 48V ecosystem as power requirements exceed 1 megawatt [12]. - Prediction 3: AI server rack power consumption will enter the megawatt era, with total power expected to exceed 1 megawatt as more GPUs are integrated into single racks [16]. - Prediction 4: Power supply rack power levels will surpass 100 kilowatts, laying the groundwork for 1 megawatt IT racks [19]. - Prediction 5: New data center power demands will approach gigawatt levels, with dedicated "AI factories" expected to consume several gigawatts of power [22]. - Prediction 6: Distribution systems will shift towards DC microgrids to accommodate gigawatt-level power demands [24]. - Prediction 7: Renewable energy will become a critical constraint for AI development, with nearly 50% of power used by global data centers expected to come from renewable sources [27][28]. Group 2: Technological Innovations - Infineon is developing a complete product portfolio from discrete power levels to four-phase vertical power modules, achieving unprecedented power density in vertical power supply solutions [9]. - The company’s 6 kW 800V to 12V demonstration board has a power density exceeding 2300W/in³, with peak efficiency reaching 97.4% [14]. - Solid-state transformer (SST) technology will play a key role in the new distribution infrastructure, capable of receiving energy directly from medium-voltage AC grids [24].