BlockBeats News, July 24th, DigiTimes released a report stating that NVIDIA's 800V HVDC high-voltage DC power supply architecture for the next-generation AI data center is on track for mass production, with no roadmap adjustments. Previous market concerns that the large-scale adoption in 2027 might be delayed to post-2028 were mainly due to a misunderstanding of the product verification process. SemiAnalysis previously pointed out that the growth of the AI power supply chain might be affected by the delayed proliferation of 800V HVDC, but industry sources have indicated that the current delay is primarily due to the extended first-generation product design verification time rather than a change in the technical roadmap. Relevant power cabinets, battery backup units (BBUs), battery packs, and supporting components have been re-submitted for verification, and the current testing progress is smooth.

Sources in the supply chain revealed that Delta Electronics, a major power supply manufacturer in Taiwan, is expected to initiate small-scale production of 800V HVDC products by the end of the first quarter of 2027 and gradually increase shipments in the second quarter in alignment with customer deployment schedules. This adjustment in progress is mainly due to the discovery of potential short-circuit risks during the initial system validation phase, leading to additional testing requested by U.S. customers. This has resulted in the prolongation of the system design optimization and certification period, thereby affecting the delivery schedules of Delta Electronics, Flextronics, and Lite-On Technology, among other related suppliers. Industry insiders emphasize that the current issue is not the inability to manufacture the product but rather that design modifications and customer certification still require time to complete. In the long term, 800V HVDC is expected to remain a key development direction for high-power supply architectures in AI data centers.

Market misconceptions regarding the decreasing need for 800V HVDC have also been noted by supply chain sources. The 50V power architecture utilized by NVIDIA's Rubin platform is mainly responsible for internal cabinet power distribution, while the 800V HVDC is used for high-voltage power supply from the data center to the cabinet, and the two are not in conflict. As the Rubin Ultra and subsequent AI platforms drive single-cabinet power consumption to between 600kW and 1MW, traditional AC power supply and low-voltage architecture will face challenges such as high current, increased transmission losses, and heat dissipation pressure. It is expected that in the initial stages, both ±400V HVDC and 800V HVDC will develop in parallel, with the former serving as a transitional solution and the latter gradually increasing penetration rates as platforms are upgraded and validated. The market generally believes that this adjustment is more of a change in shipment pace rather than a deterioration in demand. From 2027 onwards, cloud service providers continue to ramp up AI infrastructure investments, which is expected to drive power supply and related component manufacturers into a new growth cycle.