Based on the latest research conducted by TrendForce on the power supply architecture of AI servers, NVIDIA is vigorously developing an 800V High-Voltage Direct Current (HVDC) Power Rack solution. The company aims to have stock prepared by the third quarter of 2026, providing Vera Rubin customers with the option to select this solution, although it will not be included as a standard feature. From the standpoint of power consumption design, it is anticipated that the NVIDIA 800V Power Rack will gradually see wider application following the launch of the Rubin Ultra series in the latter half of 2027, with significant adoption expected to occur in 2028.
