---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41149669.md"
description: "Why do computing power cabinets need to adopt an 800V DC architecture? The semiconductor bull market rotation has reached "power chips"!  (1) Currently, the industry's single-cabinet power consumption is surging from 120kW to 600kW–1MW.(2) At this scale, the current from traditional 54V/415V power distribution is so high that copper losses and busbars physically cannot handle it: AC → 800V DC → intermediate busbar → chip point load. Each conversion stage requires high-efficiency switching devices. This is a physical bottleneck! Therefore, the core alpha in the "800V HVDC Data Center Power Conversion Chain" focuses on high-voltage power semiconductors (GaN/SiC) + high-density power modules. Adopting 800V for AI cabinets essentially brings the established technology from the high-voltage platforms of electric vehicles into data centers. The stock list below can be bookmarked with one click, making it convenient for everyone to track potential beneficiary stocks: Of course, during the technology integration period, the industry hasn't reached a consensus on how much GaN and how much SiC will be used in 800V systems (generally, GaN is suitable for medium-voltage levels ≤900V, and SiC is for high-voltage levels 1200V+, but they are actually mixed in practice). $INNOSCIENCE(02577.HK) specializes in GaN, while $Navitas Semiconductor(NVTS.US) works on both routes and has cooperation with NVIDIA's 800V solutions; $Vertiv(VRT.US) / $Eaton(ETN.US) have also entered the public view as power system integrators. The two industry leaders, $Texas Instruments(TXN.US)/$Analog Devices(ADI.US), are also worth noting. Additionally, there are more vertical niche areas, such as $Vicor(VICR.US) —— High-density power modules$Monolithic Power(MPWR.US)—— Main supplier of power ICs for NVIDIA$Powell Industries(POWL.US) —— High-voltage power ICs$Wolfspeed(WOLF.US), $SICC(02631.HK)—— SiC substrates Epitaxial equipment - $Veeco Instruments(VECO.US), ceramic substrates for power packaging $Rogers(ROG.US), high-frequency magnetic cores/ferrites $TDK Corporation(TTDKY.US), etc."
datetime: "2026-05-27T07:54:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41149669.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41149669.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41149669.md)
author: "[官方股单 ](https://longbridge.com/en/profiles/8795959.md)"
---

# Why do computing power cabinets need to adopt an 8…


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