New AI data center builds are being specified in gigawatts, my friend.
Yup. Here's slides from last year's HotChips on where AI racks are going: https://hc2025.hotchips.org/assets/program/tutorials/HC2025....
The racks rolling out now are in the 100s of KW each, targeting 1 MW per rack as the rough limit for using 400v DC.
The next iteration is go up to 800v DC, riding the coattails of power management components from the EV industry.
Yup. Here's slides from last year's HotChips on where AI racks are going: https://hc2025.hotchips.org/assets/program/tutorials/HC2025....
The racks rolling out now are in the 100s of KW each, targeting 1 MW per rack as the rough limit for using 400v DC.
The next iteration is go up to 800v DC, riding the coattails of power management components from the EV industry.