Core Insights - NVIDIA is focusing on the future development of gigawatt-level AI factories, showcasing advanced technologies, with 800V DC technology being a significant highlight that leads to a transformation in data center energy architecture [1] - The 800V DC architecture demonstrates substantial advantages over traditional 415 or 480V AC systems, including over 150% power transmission capability with the same copper cabling, significantly reducing material costs for clients [1] - The shift to 800V DC architecture enhances scalability, energy efficiency, and performance capacity in data centers, aligning with current green energy trends [1][2] Industry Developments - Foxconn has announced a 40 MW data center in Kaohsiung, Taiwan, designed for 800V DC, with over 20 industry pioneers like CoreWeave and Lambda also engaging in 800V DC data center designs [2] - Vertiv has introduced the 800V DC MGX reference architecture, which saves space, costs, and energy, while HP has announced support for related technologies, contributing to the 800V DC ecosystem [2] Partner Contributions - Over 20 NVIDIA partners are providing rack servers that comply with open standards to support future gigawatt-level AI factories, including semiconductor suppliers like Analog Devices, Infineon, and Texas Instruments [3] - Notably, InnoGaN is the only GaN IDM in the industry capable of mass-producing GaN solutions from 1200V to 15V, addressing the challenges faced by traditional AI systems [5][4] Technical Advantages - InnoGaN's third-generation GaN technology offers significant advantages, such as reducing driving losses by 80% and switching losses by 50% compared to SiC, leading to an overall power consumption reduction of 10% [7] - Power Integrations has developed unique solutions for 800V DC data centers, including the InnoMux2-EP IC, which supports high efficiency and reliability requirements [8][9] Efficiency and Design Considerations - Texas Instruments provides a comprehensive product lineup for 800V power conversion architectures, emphasizing the need for high energy conversion efficiency and compact design to meet the demands of modern data centers [16][20] - The transition to 800V DC architecture marks a fundamental shift, enabling megawatt-level power transmission while significantly reducing copper and cooling costs, thus enhancing overall system efficiency [21]