The 800-volt DC alliance — the new frontier of the energy revolution in AI computing?
While the demand for AI computing is skyrocketing, energy supply is becoming the main bottleneck.
At the Nvidia GTC event and in the earnings of giants like $AMZN, $META, $GOOGL, and $MSFT, one clear message emerged:
If chips are the brain of AI, then electricity is the blood flowing through its veins.
But what is the solution?
The 800-volt DC alliance — an ecosystem of companies that feed the new energy infrastructures needed for the era of accelerated computing:
Here are some names of companies trying to solve the situation:
1. $STM – STMicroelectronics leads the scaling of SiC (Silicon Carbide) components from the electric vehicle market to AI data centers. It improves efficiency and reliability in high-voltage power transmission.
2. $AOSL – Alpha and Omega Semiconductor provides advanced power control chips for servers and network equipment, critical for managing precise current loads in high-power AI systems.
3. $GEV – GE Vernova builds smart substations and grid interfaces that provide stable electricity to AI campuses — from urban infrastructure to direct connection to cloud data centers.
4. $VRT – Vertiv designs hyperscale cooling and power supply solutions, the beating heart of AI infrastructures — a player in the world of power consumption optimization in massive data centers.
5. $NVTS – Navitas Semiconductor leads the GaN and SiC Power Conversion revolution, significantly improving energy conversion efficiency for GPU and AI Training workloads.
These companies are trying to create the new 'energy layer' of the AI revolution — the connection between GPU and high voltage — between silicon and electron.