From 800V HVDC and Chroma’s Testing Platforms to Delta’s High-Voltage Infrastructure
Original Article By SemiVision Research [Reading time: 16 mins]
The 72nd annual IEEE International Electron Devices Meeting (IEDM) is scheduled for December 12 - 16, 2026 at the Hilton San Francisco Union Square, with OnDemand access to recorded content after the event. Paper submission deadline is July 16, 2026, and the late-news deadline is August 18, 2026.
The Next Bottleneck in AI Data Centers Is Not the GPU — It Is Power Architecture
Over the past two years, when the market discussed AI data centers, most attention went to GPUs, HBM, CoWoS, optical interconnects, liquid cooling, PCBs, CCLs, and server assembly.
All of these are important.
But as AI systems move from single-server architectures to rack-scale systems, and eventually to cluster-scale and data-center-scale deployment, the real bottleneck is no longer only computing power.
It is power.
More precisely, the key question is how electricity enters the data center, how it is distributed to racks, how it is converted for GPUs, how the system handles fast transient loads, how conversion losses are reduced, and how reliability is maintained under extreme power density.
AI data centers are evolving from IT infrastructure into power infrastructure.
In the past, a data center was mainly a facility that housed servers. In the AI era, a data center is increasingly becoming an AI factory — a highly electrified system that integrates power grids, transformers, rectifiers, energy storage, power distribution, liquid cooling, monitoring, testing, reliability validation, and operations.
This is why 800V HVDC is becoming one of the most important trends in next-generation AI data centers.
The Nature of AI Data Centers Is Changing
Traditional cloud data centers were designed for search, storage, streaming, enterprise cloud services, and general-purpose computing. These workloads were large, but their power density was relatively manageable.
AI data centers are different.
In the past, a rack might consume 10kW, 20kW, or 30kW. Today, AI racks are moving toward 100kW and 200kW. Future rack-scale AI systems may push toward several hundred kilowatts or even megawatt-level power.
Below we will share:
Why 800V Is the Future Trend
800V Will Create a New Supply Chain
Chroma: The Testing Platform Behind 800V HVDC AI Power Systems
Delta: From Power Supply to Grid-to-Chip Infrastructure
The Next AI Battleground Is Power Efficiency and Reliability
