Core Insights - The article discusses the evolution of power supply architectures in data centers, highlighting the shift towards more efficient technologies such as 800V HVDC and SST, with expectations for significant adoption by 2028 and 2030 respectively [2][4][11]. Group 1: Power Supply Architecture Evolution - The current power supply in data centers is primarily centralized (Powershelf), but with the rise of AI workloads, a transition to Sidecar power supply mode is anticipated around 2026-2027, with single cabinet power reaching 250-1500 kW [2][4]. - By 2030, the market is expected to gradually adopt SST power supply architecture, which is projected to achieve a full-link efficiency of 91.2%, surpassing the current UPS architecture efficiency of 85.8% [6][11]. Group 2: 800V HVDC Technology - 800V HVDC is gaining attention for its efficiency and space-saving benefits, potentially increasing end-to-end efficiency to 95-98% compared to traditional UPS systems, while reducing copper usage by 45% and floor space by 40% [11][12]. - Despite its advantages, 800V HVDC faces challenges such as higher initial costs (20-30% more than traditional UPS) and unclear market standards, necessitating industry-wide collaboration for its advancement [11][12]. Group 3: New UPS Technologies - A new type of simplified UPS has been introduced, eliminating the traditional AC/DC rectification stage, which allows for 0ms switching and improved IT performance [15][16]. - This new UPS operates in three modes: normal operation, energy storage during power outages, and combined power supply when load exceeds UPS limits [15][16]. Group 4: Power Supply Technology Upgrades - Upgrades in power supply technology focus on new materials, topologies, and functionalities, with significant advancements in power devices such as SiC MOSFETs replacing Si IGBTs [18][22]. - The integration of passive components like capacitors and inductors is seen as a bottleneck for future integrated power solutions, with expectations for higher integration levels in the coming years [22][24]. Group 5: Addressing GPU Load Fluctuations - The article highlights the challenges posed by GPU load fluctuations in data centers, which can cause significant power quality issues [24][26]. - Solutions for mitigating these fluctuations include using supercapacitors on the DC side and enhancing power supply unit (PSU) designs to accommodate larger capacitors for better load smoothing [26][30]. Group 6: FIVR Technology - FIVR (Fully Integrated Voltage Regulator) is emerging as a promising technology for DC-DC terminal power supply, offering significant improvements in size, thickness, and dynamic response compared to traditional power supplies [33][34]. - This technology integrates power supply directly into the chip, reducing component count and achieving faster response times, although it imposes stringent requirements on inductor size and performance [33][34].