News
Nvidia shifts to 800V HVDC power architecture for 2026 Rubin platform
Friday, January 2, 2026 at 07:58 AM
Nvidia is transitioning its AI data center power architecture to 800V high-voltage direct current (HVDC) to support the upcoming Rubin platform in 2026. This move shifts power conversion and distribution to independent cabinets, separating power from computing to manage power densities reaching up to 600kW per enclosure. Delta Electronics and Lite-On Technology are currently in the joint development and verification phase with customers to supply these integrated HVDC power cabinets, which combine PDUs, BBUs, and rack-mounted power supplies.
Context
Nvidia is overhauling its power architecture for the upcoming 2026 Rubin platform, transitioning to an 800V HVDC (High Voltage Direct Current) design. This shift is driven by a massive surge in AI rack power requirements, which are projected to jump from 130kW in the Blackwell generation to over 200kW, eventually nearing 600kW. By moving to a "power-compute separation" model, Nvidia utilizes independent power cabinets to minimize line losses and heat generated by traditional low-voltage busbars, ensuring efficiency at megawatt scales.
This architectural evolution benefits key supply chain partners Delta Electronics and Lite-On Technology, who are currently in the joint-validation phase for these system-level solutions. Delta is integrating Solid State Transformer technology to enable one-step power conversion, while Lite-On is aligning its high-output power modules with advanced liquid cooling. With mass production scheduled for the second half of 2026, these providers are poised to capture significantly higher value per rack as they transition from component manufacturers to integrated system providers.
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