AI servers are drawing more power, forcing a generational upgrade in data-center
power. 800V high-voltage DC—touted by NVIDIA as a key next‑generation AI
datacenter solution—has drawn recent controversy over alleged production delays
and whether cloud providers are reluctant buyers or observers have misread the
cadence. Delta, ABB and other NVIDIA energy-ecosystem partners report 800V is
progressing normally, but say the pace of adoption will be determined by a
broader, still‑immature energy infrastructure supply chain rather than NVIDIA
alone.
