Delta Electronics Targets 2027 Ramp for Nvidia 800V HVDC Systems

Nvidia’s next-generation Rubin AI servers use an 800-volt high-voltage direct-current power architecture to accommodate rising power density in data centers. After a decade of development, Delta Electronics has produced a solid-state transformer that converts high-voltage alternating current directly into direct current, reducing losses from multiple conversion stages. The technology also extends Delta’s business beyond traditional IT power supplies into AI data-center infrastructure.

Delta has joined the supply chain for Rubin’s 800-volt high-voltage direct-current power cabinets, with related HVDC solutions expected to begin shipping in the third quarter of 2026. Reports said one solid-state transformer system costs as much as a Porsche but did not disclose an exact amount. Its core value lies in simplifying power architecture and supporting the rapidly growing electricity needs of next-generation AI factories.

Nvidia’s next-generation AI racks are driving a sharp increase in data-center power density, straining conventional low-voltage distribution systems. Delivering more power at lower voltage requires heavier current, adding cable bulk, copper losses and cooling pressure. High-voltage direct current, or HVDC, can reduce current and transmission losses at the same power level, making it an increasingly important architecture for improving efficiency in large AI facilities.

Delta Electronics said 800 VDC is emerging as an initial step in the power-system overhaul, while the industry is also evaluating ±400 VDC designs. Both approaches raise the DC bus voltage and aim to reduce repeated power-conversion stages as operators prepare for Nvidia’s higher-power rack systems. The reports did not disclose capital spending, customer deployments or a specific timetable for broad commercial adoption.