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Infineon collaborates with NVIDIA on industry-first 800V power delivery architecture for AI data center server racks
What happened
Infineon is collaborating with NVIDIA to develop a new 800V high-voltage direct current (HVDC) power delivery architecture for AI data center server racks. This initiative targets the growing power demands of AI infrastructure but remains an R&D milestone. Neutral: This long-term technology development does not indicate immediate changes to semiconductor supply, demand, or pricing for traders.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
Power Delivery ComponentsHVDC ConvertersPower Semiconductors
Infineon Technologies AGNVIDIA Corporation
R&Ddata-centerAI-infrastructurepower-architecture
Source and time
Source: Semiconductor Today · 5/21/2025 · View original source
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