NVIDIA’s 800V Architecture Reshapes the Supply Chain, AIDC Power Efficiency Set for Transformation

Today, Hong Kong-listed Innoscience (02577.HK) surged in the afternoon session, soaring over 60% to hit a record high. The catalyst was the exposure of NVIDIA’s latest 800V architecture supplier list, which included Innoscience.

The company adopts an IDM (Integrated Device Manufacturer) model, integrating chip design, device architecture, wafer manufacturing, packaging, and reliability testing. It boasts the world’s largest production capacity for 8-inch silicon-based gallium nitride (GaN) wafers, with main products covering GaN power devices ranging from low voltage (15V) to high voltage (1200V). According to Innoscience’s announcement, its automotive-grade product shipments surged 986.7% YoY in 2024, while its AI and data center products, including 48V-to-12V solutions, achieved mass production, with shipments up 669.8% YoY.

NVIDIA previously announced plans to launch an 800V high-voltage direct current (HVDC) power supply system by 2027, shifting from the current 54V rack power distribution to an 800V HVDC architecture. This aims to establish efficient, scalable power delivery for next-gen AI workloads, ensuring higher reliability, efficiency, and reduced infrastructure complexity. The new system is expected to improve data center energy efficiency by 5%, cut copper cable usage by 45%, and slash maintenance costs by up to 70%.

CLSA noted that GaN and silicon carbide (SiC) offer higher energy conversion efficiency and can operate at higher voltages. NVIDIA’s innovation is expected to drive greater adoption of GaN and SiC power semiconductors. The brokerage estimates that Innoscience’s data center business will contribute 2% to revenue in 2024, rising to 8% by 2025.

Currently, most data centers rely on traditional 54V rack-level power distribution, with power limits in the hundreds of kilowatts (kW). The explosive growth in AI computing demand is triggering a revolutionary shift in data center power efficiency.

Gartner predicts global AIDC annual power consumption will reach 500TWh by 2027, nearly doubling from 2024 levels. Statista data further indicates that data centers will account for 4.5% of global electricity consumption by 2030. However, lagging power infrastructure expansion and short-term electricity shortages are forcing data centers to unlock efficiency gains through technological upgrades.

China Galaxy Securities stated that 800V power supply for AI data centers is poised to become a mainstream trend. Higher voltage applications can reduce the space occupied by power cables, while the growing share of DC-based equipment (e.g., PV, energy storage, batteries, IT servers, DC charging piles, DC lighting, and HVAC systems) in AIDCs will drive compatibility with all-DC power architectures. This will facilitate broader integration of data centers with renewable energy and storage systems, enabling smarter load-side regulation.