By Hassan Mujtaba
Publication Date: 2026-06-15 17:00:00
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
The Next-Generation of Power-Semis Is Coming Online This Year As NVIDIA & Google Prep For 800V Systems
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current) infrastructure to power their upcoming platforms like Vera Rubin and TPUs.
The Power-Semi market is preparing to ship the first shipments required to bring up the 800V DC infrastructure online by Q3 2026. The initial shipments are said to be in smaller volumes, but these are expected to gain momentum with time as more companies adopt the ecosystem to mitigate power requirements.
Trendforce reports (via Liberty Times) that Delta Electronics, a leading supplier of power switching solutions and power supplies, is expected to see a big uptick in its business as demand for 800V DC power systems, BBUs, alongside various other power management systems, rises. Delta has also outfitted its 800V DC row-based power systems with liquid cooling. These comprise a 2.4MW liquid cooling solution with high-voltage DC Fans and the latest cold plate modules.
These new power architectures are a crucial step to minimizing efficiency losses as data center…
