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Data Centers Ditch AC for DC Power to Fuel AI Growth

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Data centers are undergoing a fundamental power shift as AI workloads demand unprecedented energy efficiency. At the recent Nvidia GTC conference, industry leaders unveiled new DC power architectures designed to eliminate the multiple AC-to-DC conversions that have long plagued data center infrastructure. Companies including Vertiv, Eaton, and Delta showcased innovations targeting the 1 MW AI racks that are pushing traditional systems to their limits.

Traditional data centers rely on a complex chain of power conversions, with electricity transformed from medium-voltage AC through multiple stages before reaching servers. This setup worked for conventional workloads drawing about 10 kW per rack, but AI's 100x power increase makes these inefficiencies untenable. Every conversion loses energy, and the copper requirements become massive - a 1 GW facility could need 200,000 kg of copper busbars. The industry is now exploring direct 800 V DC distribution that could reduce copper needs by 45% while improving efficiency by 5%.

Several companies are racing to commercialize these solutions. Vertiv plans to release its 800 V DC ecosystem in late 2026, while Eaton develops medium-voltage solid-state transformers. Delta has already launched 800 V DC in-row racks with embedded battery backup. However, industry adoption faces hurdles including the need for coordinated ecosystems, updated safety standards, and manufacturing retooling for DC-specific equipment.