社媒称英伟达800V HVDC仅验证延后、台达电预计2027年一季度末小量产并二季度爬坡

▶ Nvidia 800V HVDC to Enter Production in 1Q27; Delta Poised for 2Q Ramp-Up

- SemiAnalysis has raised concerns over growth in the AI power supply chain, forecasting that the large-scale adoption of Nvidia’s 800V HVDC power architecture could be delayed from the previously expected 2027 timeline to 2028 or later.

- Supply-chain sources argue that the market has misinterpreted both the cause of the delay and the mass-production schedule. The issue relates to delays in validating first-generation product designs, rather than a change in the technology roadmap.

- Power cabinets, battery backup units (BBUs), battery packs, and related components have been resubmitted for validation, which is reportedly progressing smoothly.

- Delta Electronics is likely to begin low-volume production of 800V HVDC products toward the end of 1Q27 and gradually ramp up shipments from 2Q27 in line with customer deployment schedules.

- The main cause of the delay is product design validation rather than the 800V HVDC technology itself. A potential short-circuit risk was identified during initial system validation, prompting U.S. customers to request additional testing.

- This extended the system redesign and customer certification timelines, leading Delta Electronics, Simplo Technology, and upstream material suppliers to adjust their delivery schedules.

- Supply-chain sources emphasize that the issue is not whether the products can be manufactured, but whether design modifications and validation can be completed. They maintain that the long-term transition toward 800V HVDC as the mainstream power architecture for AI data centers remains intact.

- They also argue that the view that 800V HVDC has become less necessary because the Rubin platform still uses a 50V power structure is based on a misunderstanding. The 50V architecture handles power distribution within the rack, while 800V HVDC supplies high-voltage power from the data center to the rack.

- Rack-level power consumption is expected to increase to 600kW–1MW with Rubin Ultra and subsequent platforms. Conventional AC and low-voltage architectures will face challenges including excessive current, transmission losses, and cooling constraints.

- During the initial adoption phase, ±400V HVDC and 800V HVDC are expected to coexist. The ±400V architecture will serve as a transitional option, while 800V penetration should expand as platforms evolve and product validation is completed.

- Although the adoption of 800V HVDC has been slightly delayed relative to previous expectations, this is viewed as a timing shift in shipments rather than a deterioration in underlying demand.

- Official production is expected to begin toward the end of 1Q27, followed by a gradual ramp-up from 2Q27. From 2027 onward, increased investment by major cloud service providers and upgrades to AI data-center power infrastructure are expected to drive a new growth cycle for Taiwanese power-supply and related component manufacturers.