Core Viewpoint - Onsemi Semiconductor (ON.US) has partnered with Nvidia (NVDA.US) to accelerate the development of 800V DC power solutions for next-generation AI data centers, leading to a significant increase in Onsemi's stock price by over 6% [2] Group 1: Industry Trends - The demand for power in global AI data centers is rapidly increasing, with projections indicating that by 2030, global data center electricity demand will more than double to approximately 945 TWh, driven primarily by AI applications [2] - AI data center power consumption is shifting from traditional levels of 20-30 kW per rack to levels of 500 kW and even 1 MW, necessitating a transition to 800V high-voltage direct current (HVDC) architecture [3][4] - The current mainstream power systems in large-scale cloud computing and AI training clusters are still based on 48V DC or 380/400V DC, with 800V being in the early pilot stage [4] Group 2: Company Developments - Onsemi Semiconductor's smart power solutions are positioned as critical components for powering next-generation AI data centers, achieving high efficiency and power density in energy conversion [2] - Nvidia is expected to see new revenue streams from the 800V DC high-voltage distribution, which will serve as the backbone for future megawatt-level AI data centers, enhancing its growth channels beyond AI GPUs and high-performance networking solutions [5] - Onsemi is set to provide 800V-level SiC MOSFETs, solid-state transformers, and high-density DC-DC modules, strengthening its competitive edge in the high-voltage SiC power market against rivals like Infineon [5]

Core Viewpoint - ON Semiconductor has partnered with NVIDIA to develop an 800V DC power solution for next-generation AI data centers, which is expected to significantly enhance power efficiency and capacity in response to the growing demand for AI applications [1][2]. Group 1: Market Demand and Trends - The global power demand for AI data centers is projected to double by 2030, reaching approximately 945 TWh, driven primarily by AI applications [1]. - AI data centers are experiencing a rapid increase in power consumption, with power levels rising from 20-30 kW per rack to 500 kW or even 1 MW [2]. - The shift towards 800V high-voltage direct current (HVDC) architecture is seen as essential for managing increased power demands while minimizing losses [2][3]. Group 2: Technological Advancements - The new 800V DC solution aims to reduce current and I²R losses to one-tenth of current levels, improving overall power supply efficiency by at least 5% [2]. - The 800V architecture is designed to accommodate future AI factory setups, allowing for higher power densities and better thermal management [3]. - NVIDIA plans to mass-produce 1 MW AI factory server racks starting in 2027, which will require the implementation of 800V systems [3]. Group 3: Competitive Positioning - ON Semiconductor is positioned to provide critical components such as 800V SiC MOSFETs and solid-state transformers, enhancing its competitive edge in the high-voltage power market [4]. - The collaboration with NVIDIA allows ON Semiconductor to secure long-term contracts and strengthen its market position against competitors like Infineon [4].

如果您希望可以时常见面，欢迎标星收藏哦~ 英伟达宣布成立数据中心800V高压直流配电供应商联盟。这是自2027年起支持1MW功率处理机架 的关键一步。 升级至 800V 电压后，端到端电源效率可提升高达 5%，同时由于电源故障减少以及组件维护人工 成本降低，维护成本可降低高达 70%。由于不再需要机架中的 AC-DC 电源，冷却成本也得以降 低。 芯片供应商包括英飞凌科技、MPS、Navitas、罗姆、意法半导体和德州仪器，电源模块供应商包 括台达、Flex Power、Lead Wealth、光宝和麦格米特，电源系统供应商包括伊顿、施耐德电气和 Vertiv。 英飞凌奥地利公司研究员 Gerald Deboy 表示："我们与一些知名竞争对手进行了健康而自然的竞 争，我们很自豪能够成为该联盟的一部分。" Nvidia 核心技术杰出工程师 Mathias Blake 表示："Nvidia 不仅在构建更快的 GPU，还在重新设 计整个电源堆栈，以释放 AI 的全部潜力。" 如今，54Vdc 机架的功率极限已达到 200kW。Nvidia GB200 NVL72 和 GB300 NVL72 机架最 多配备八个电源架 ...