Core 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].

Core Insights - Nvidia is collaborating with Navitas Semiconductor to develop an 800V power architecture aimed at transforming the power supply systems for AI data centers [1][2] - The partnership leverages Navitas's GaN and SiC technologies, which are expected to significantly enhance energy efficiency and reduce copper usage in data center infrastructure [1] - The current data center architecture, which operates on a traditional 54V system, is reaching its physical limits as power demands increase beyond 200kW [1] Group 1 - Nvidia's solution involves converting 13.8kV AC grid power directly to 800V high-voltage DC, utilizing solid-state transformers and industrial-grade rectifiers to maximize efficiency and reliability [2] - The implementation of 800V HVDC allows for a reduction in copper wire thickness by up to 45%, addressing sustainability concerns for next-generation AI data centers that require gigawatt-level power [2] - Traditional 54V DC systems require over 200kg of copper to supply power to a 1MW rack, which is unsustainable for the increasing power needs of modern AI applications [2]