800V architecture collaboration
好
NVIDIA has just announced the list of partners for its next-generation 800V power architecture.
⠀
This is not a supplier list. This is the official list for AI data center power infrastructure.
⠀
When $NVIDIA(NVDA.US) defines the next-generation power standard, every company on this list has secured a ticket to future data centers.
⠀
⚡ NVIDIA 800V Power Architecture Official Partners:
⠀
$Navitas Semiconductor(NVTS.US) Navitas Semiconductor
⠀
$STMicroelectronics NV(STM.US) STMicroelectronics
⠀
$Alpha &Omega(AOSL.US) Alpha & Omega Semiconductor
⠀
$Flex(FLEX.US) Flex
⠀
$Power Integrations(POWI.US) Power Integrations
⠀
$ON Semiconductor(ON.US) onsemi
⠀
$IFX Infineon
⠀
$Vertiv(VRT.US) Vertiv
⠀
$Texas Instruments(TXN.US) Texas Instruments
⠀
$Monolithic Power(MPWR.US) Monolithic Power Systems
⠀
Additionally: MediaTek, Delta Electronics
⠀
💡 Why the 800V architecture is a critical turning point:
⠀
Traditional data center voltage architectures can no longer support the power density demands of next-generation AI accelerators.
⠀
The rack-level power consumption of GB200/GB300 has reached 120kW+. Every 1% improvement in power conversion efficiency translates to annual electricity savings in the hundreds of millions of dollars for hyperscale data centers.
⠀
The 800V architecture means lower current, thinner copper wires, and higher efficiency—the entire power conversion chain requires a comprehensive upgrade.
⠀
DELL just announced a 757% year-over-year increase in AI server revenue for a single quarter. The power demand from the NVDA partner ecosystem is expanding at a similar magnitude.
⠀
The beneficiaries of the computing arms race aren't just GPUs. The companies powering the GPUs are also at the center of this revolution.
