Kyna Wong
China Technology equity research analyst at Citi, based in Hong Kong, covering AI optics, AI PCB, and technology hardware.
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Aug 6, 2026
0:50
Kina, why is 800 VDC becoming the standard for next generation AI data centers and why now?
Kyna WongGUEST
Friends, for the question, it's a little bit complicated and also related to physics.
Kyna WongGUEST
But I wanted to say it's like the fundamental driver is about the GPU power density.
Kyna WongGUEST
Like from 10kW, I mean, at that kind of energy level with the Nvidia and peer architecture GPU to 120kW with like that well now.
Kyna WongGUEST
And projected to even exist like one megawatt with upcoming ultra, with Rubin Ultra and also cable platform.
4:57
So if we look at the individual sectors, which are the most directly impacted by this 800 VDC transition and how? In