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Delta Electronics pushes 800V HVDC systems as AI rack power nears megawatt levels

Delta Electronics warns that existing AC-DC power architectures will face fundamental challenges within the next one to two years as AI server rack power approaches megawatt levels, with high-voltage direct current (HVDC) designs emerging as a key solution. The article underscores potential efficiency gains and reduced cable losses from HVDC, while noting uncertainties around standards, integration with current UPS and PDUs, and the rollout timeline. If HVDC gains momentum, data-center manufacturers and component suppliers could experience a shift in demand toward HVDC converters, cables, and protective equipment. The piece also signals a broader industry move toward power-dense, scalable infrastructure to support accelerating AI workloads, raising questions about retrofitting existing facilities and the capital expenditure required for modernization.