Onsemi promotes 800 VDC power architecture for future AI infrastructure - digitimes

As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constra... Read original →

ON Semiconductor’s push into 800V DC architecture leverages its EV power expertise to address AI infrastructure bottlenecks. This move pressures upstream GaN/SiC suppliers to accelerate device innovation and forces a redesign of downstream server power systems—legacy 12V/48V topologies have hit physical limits. While the architecture improves PUE compliance under tightening EU/US data center regulations, it raises upfront CapEx and shifts supply chain vulnerability toward Taiwan, China, Japan, and Korea for high-voltage connectors and insulation materials. Competitors like Infineon and TI will likely fast-track intermediate bus converters, while NVIDIA may integrate such power schemes into its Grace Hopper ecosystem. Within 18 months, 800V will become a de facto gatekeeper for hyperscale AI deployments, sidelining unprepared power IC vendors.