According to Polaris Market Research, the global power supply architecture market for 800 VDC data centers in 2025 was valued at $16.24 billion, and it is expected to reach $59.76 billion by 2034, with a compound annual growth rate of 15.6% from 2026 to 2034. As the power consumption of AI racks has exceeded the capacity of AC power supply, operators are turning to higher-voltage DC to reduce conversion steps, copper usage, and energy loss.

AI Rising electricity demand drives the transition towards 800 VDC

The increasing power density of racks makes low-voltage power distribution increasingly impractical in AI data centers. NVIDIA states that in a Kyber rack, 54 VDC power supplies can occupy up to 64U of space. In August 2026, Google, Microsoft, and NVIDIA joined forces with over 80 open computing project OCP companies to announce plans to standardize the 800 VDC (800V DC) specification. The NVIDIA MGX 800 VDC rack is expected to be launched in the second half of 2026, followed by the Kyber rack in 2027.

This transformation will be carried out in four phases: AC power supply for communication racks, 800 VDC side cars, hybrid systems, and native 800 VDC. According to Polaris Market Research, most of the market spending in 2025 will still be focused on AC solutions. The side car system is expected to generate early 800 VDC revenue by allowing existing facilities to adopt this technology in phases. Native 800 VDC revenue is expected to begin appearing around 2029.

Brownfield redevelopment brings early opportunities

In 2025, brownfields and transformation-based deployments will account for 58.36% of the market. Operators can add sidecar power racks within existing facilities without having to replace the entire power supply infrastructure. This approach allows them to expand AI computing power while minimizing disruption to current operations.

Polaris Market Research invites readers to request a free sample of this 800-page VDC data center power supply architecture market report to understand market forecasts, technical trends, and competitive dynamics.

The main drivers of growth include:

• AI The higher power supply requirements brought about by servers and high-density racks.
• Lower power distribution losses and less demand for copper materials.
• More compact and more efficient solid-state transformers.
• Side car power rack support for upgrading existing data centers.

Segmentation and Regional Prospects

Polaris has segmented the data center power supply architecture market size based on power supply architecture stage, deployment type, conversion system, and region.

• By deployment type: Brownfield redevelopment led with a share of 58.36% in 2025. Greenfield AI developments, on the other hand, can be constructed from day one with native VDC designs, avoiding the costs associated with transforming existing infrastructure.
• Converts medium voltage to 800 VDC. The report compares the solid-state transformer (SST) system with the medium-voltage rectifier system. SST can convert grid power to 800 VDC in fewer stages, with lower losses and less land occupation.
• By downstream conversion stage: The conversion from 800 VDC to 50/54 V is leading, and it is expected to reach $4.18 billion by 2034, driven by high-density AI server power supplies. The report also covers conversions from 800 VDC to 12/6 V, from 50/54 V to 12/6 V, as well as load points below 1 V and voltage regulator modules that supply power for GPU. These stages are becoming increasingly dependent on silicon carbide and gallium nitride compound semiconductor devices.
• By region: North America will lead with $6.22 billion in 2025. The Asia-Pacific region is expected to have the fastest growth rate, with a compound annual growth of 16.7%, followed by the Middle East and Africa (16.4%) and Europe (15.0%).

Market Challenges

This transformation faces challenges related to 600 to 1000 VDC system safety standards and direct current arc flashover. Device certification is still in development, and the competitive ±400 VDC design adds further complexity. Existing facilities may also require direct current rated protection and AI data center switching equipment, as well as costly upgrades to converters, wiring, and backup power supplies.

Recent Industry News

• September 29, 2026: Infineon and Eaton collaborate to supply silicon carbide devices for the MVSST 2.0 platform of Eaton.
• September 21, 2026: ABB launches the Infinitus DC product portfolio for AI data centers.
• September 2026: Exascale Labs and Compal signed a letter of intent, planning to use solid-state transformers to develop a native 800 VDC platform.
• February 2026: Heron Power completed a $140 million Series B financing round.

Analyst's Viewpoint

Polaris Market Research Senior Analyst Apurva Agarwal stated: "The transition to 800 VDC will not be completed in one step. Most operators will first deploy side car racks in their existing data centers, as that is where the computing power is most urgently needed for AI. In the end, the suppliers that will succeed will be those whose equipment can cover every stage, from today's communication sites all the way to fully native DC facilities."

Main market participants

Polaris Market Research reports the following major companies in the 800 VDC data center power supply architecture market:

• ABB Ltd.
• Delta Electronics, Inc.
• Eaton Corporation plc
• Hitachi Energy Ltd.
• Infineon Technologies AG
• Navitas Sem Token Issuance nductor Corporation
• Schneider Electric SE
• Siemens AG
• Texas Instruments Incorporated
• Vertiv Holdings Co.

Relevant research: The Data Center Power Market Report examines the broader power equipment market that supports the expansion of AI data centers.

About Polaris Market Research

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