[Exclusive] NVIDIA Courts Korean Power Firms… The 800V ‘DC Era’ Accelerates [DC Era] ① – The Asia Business Daily

Big Tech Approaches the Power Industry Directly
Large-Scale Power Supply and a Race for Speed
NVIDIA Proposes the ‘800V DC’ Standard
Accelerating Investment and Development in DC-Based Infrastructure

Global big tech companies are making frequent visits to Korean power equipment companies. As the speed of building artificial intelligence (AI) data centers has far outpaced the expansion of existing power grids, securing electricity has become a matter of business survival. Now, big tech firms are going to any lengths, visiting Korean companies with power grid blueprints in hand, pleading to secure enough supply by any means necessary.

In fact, Amazon Web Services (AWS) recently signed a power infrastructure supply contract worth 170 billion won with LS ELECTRIC after holding several meetings with domestic power industry players since the end of last year. As investments in data centers in the United States have grown to around 400 trillion won annually, the competition among big tech firms to secure power is intensifying. AWS’s recent moves are interpreted as part of a strategy to take the lead in power efficiency. The competition to design systems that minimize power loss and maximize density is now in full swing.

This trend is accelerating. In particular, NVIDIA has begun demanding more radical design changes to overcome the limitations of traditional alternating current (AC) systems….