Insights: HVDC breaks the 54V habit in powering AI
3 Min Read May 22, 2025
AI workload surge drives datacenter power shift from 54V to HVDC, creating new opportunities for power semiconductor companies.
The surge in AI workloads is driving an unprecedented power demand in datacenters, making the current 54V power distribution obsolete due to space limitations and sustainability concerns. The industry is converging on High-Voltage Direct Current (HVDC), but with two distinct strategies, which we describe in this report. This shift presents a critical opportunity for power semiconductor companies.
