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.