Delta Electronics to Start Nvidia 800V HVDC Production in 2027
Nvidia plans to adopt an 800-volt high-voltage direct-current, or HVDC, power architecture for next-generation AI data centers, aiming to improve efficiency and support increasingly dense computing systems. Market speculation that the project faced delays or production difficulties had raised concerns about deployment schedules and orders across the power-equipment supply chain, putting supplier Delta Electronics under scrutiny.
Supply-chain sources have clarified that the schedule change reflects adjustments to validation and certification rather than a technical bottleneck. Delta Electronics is expected to begin limited production of equipment for Nvidia’s 800V HVDC platform near the end of the first quarter of 2027, with output gradually ramping from the second quarter. The company remains positioned to benefit from growing investment in power infrastructure for AI data centers.
All Coverage
1 original reportsThe Backstory
The history behind this eventDelta Electronics Poised to Gain From AI Data Center Power Upgrades
Rising computing density and power consumption at artificial-intelligence data centers are accelerating a shift toward high-voltage direct current, or HVDC, and more efficient power management. An overseas brokerage report said the long-term case for 800-volt architecture remains intact. Delta Electronics is positioned to benefit as operators upgrade AI server racks, lifting the value of power and thermal-management content deployed in each system.
The report said Nvidia’s Vera Rubin NVL72 platform does not mandate an 800-volt power architecture, but that decision does not signal a reversal in the broader HVDC trend. Upgrades to next-generation Power Rack systems and intelligent power-management platforms are still expected to raise the value of data-center electrical infrastructure and expand Delta’s longer-term opportunity. The related coverage did not identify the brokerage, publication date or any financial estimate.
Subscribe to Mark Radar Weekly
Every Friday, the week's strongest signals in your inbox. Unsubscribe anytime.