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Innoscience collaborating with NVIDIA on 800VDC power architecture for AI data centers

What happened

InnoScience is collaborating with NVIDIA to promote the implementation of an 800VDC power architecture in AI data centers, driven by increasing power demands from large AI models. This partnership highlights a technological trend towards higher-voltage power delivery solutions for high-performance computing infrastructure. Watch: This could signal a long-term demand shift towards GaN power components, but has no immediate trading impact on supply or spot prices.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

GaN Power Chips
InnoScience (Suzhou) Technology Holding Co LtdNVIDIA Corporation
technology-trendpartnershipdata-center

Source and time

Source: Semiconductor Today · 8/1/2025 · View original source

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