Lite-On and Delta Advance 800VDC AI Data-Center Power Systems
At the Open Compute Project Global Summit, Lite-On said its 800VDC power-cabinet design had completed development and entered system validation, with mass production planned for the third quarter of 2027. Delta Electronics expects limited shipments of related 800VDC solutions by the end of 2026 and substantial volume in 2027, while both companies showcased liquid-cooled power and conversion systems. TechNews also cited Gartner estimates and Goldman Sachs market projections, while noting technical, supply-chain and patent risks.
The report documents concrete supplier milestones for higher-voltage direct-current power systems designed to address AI data-center power constraints, although broader market forecasts remain attributed claims.
美國加州矽谷的 10 月中旬，陽光依舊燦爛，但在聖荷西會議中心裡，真正被點亮的，是 AI 資料中心的下一條電力動脈。
15日甫落幕的開放運算計畫（Open Compute Project，OCP）全球大會，展場裡最引人注目的，不是一張張更快的AI晶片，而是一台台由粗壯的銅排、沉甸甸的電源架，穿插液冷散熱管路的伺服器獨立電源櫃。
隨著AI晶片的運算效能一代比一代強大，伴隨而來的耗電量也呈等比級數狂飆。當伺服器機櫃的功耗從過去的幾萬瓦，一路向2027年的百萬瓦（MW）極限邁進時，傳統行之有年的48伏特／54伏特配電架構，已然逼近物理極限。
#Open Compute Project#Lite-On Technology#Delta Electronics#Gartner#Goldman Sachs