Delta Electronics Inc (台達電) plans to begin small-volume shipments of its 800V high-voltage direct current (HVDC) architecture to Nvidia Corp next quarter, with the product currently in the verification stage, Delta vice president of the power and system business group Ares Chen (陳盈源) said yesterday.
The 800V HVDC architecture is expected to be deployed first in Nvidia’s data centers before being introduced to other customers later, Chen said on the sidelines of the Computex Taipei trade show.
The company is ready to mass-produce the 800V HVDC products, but the timing of deployment would depend largely on the rollout schedules of the latest artificial intelligence (AI) platforms, Chen said.
Photo courtesy of Delta Electronics Inc
Delta is also developing the plus-or-minus-400V architecture, with related products having completed the verification process, Chen said.
They are ready for mass production next quarter, he said.
Many cloud service providers are adopting the plus-or-minus-400V architecture, including a major search engine company that has begun deploying the technology, he added.
Nvidia CEO Jensen Huang (黃仁勳) yesterday visited Delta’s booth at Computex, where Delta president and chief operating officer Simon Chang (張訓海) introduced the company’s integrated rack solution combining Nvidia’s latest Vera Rubin platform with 800V HVDC architecture, as well as Delta’s next-generation cooling products, including the latest 800V 2.4MW liquid-to-liquid cooling unit.
Asked by the Taipei Times whether 800V architecture would become the dominant next-generation power-delivery standard for AI data centers, Huang replied: “Yes.”
When asked whether Delta would be the primary supplier of the architecture, Huang replied: “I have no idea.”
Nvidia’s 800V HVDC supply chain spans a broad ecosystem of partners, the company’s Web site says.
As AI data centers continue to grow in scale and power consumption, Delta is pursuing a “grid to chip” strategy to expand the company’s focus beyond data centers to power grids, company chairman Ping Cheng (鄭平) said on Tuesday.
Delta aims to develop products covering medium-voltage power distribution, power conversion, backup systems, cooling technologies and rack infrastructure, Cheng said.
The company has seen strong demand for liquid-cooling products from cloud service providers and AI data center operators, Delta vice president of the information and communication technology infrastructure business group Kelvin Huang (黃彥文) said.
The liquid-cooling business continues to post strong growth, with capacity expected to increase by more than 50 percent this year from, Kelvin Huang said.
Currently, liquid-cooling capacity is split about 60 percent for liquid-to-air and 40 percent for liquid-to-liquid, he said.
However, as demand for advanced cooling technology rises, the split would be 60 percent in favor of the liquid-to-liquid next year, he added.
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