Which companies make 800 v DC architecture for AI data centers?

This catalog lists 18 companies on 800 V DC architecture & solid-state transformers, 18 of them with listed equity: ABB, Coherent, Delta Electronics, Eaton, Flex, Hitachi Energy, Infineon, Lite-On, Mitsubishi Electric, Navitas, and 8 more.

How reliable are these 800 v DC architecture & solid-state transformers supplier placements?

The 18 placements on this part break down as 2 disclosed, 16 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.

7.16

Who makes 800 v DC architecture for AI data centers

800 V DC architecture & solid-state transformers (Rubin / Kyber era)

An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.

Conventional data center power distribution converts AC to DC repeatedly — at the UPS (7.10), again at the rack power shelf, and again inside the server — with efficiency lost at each stage. An 800 V DC architecture pushes that conversion further upstream, distributing DC power at higher voltage closer to the rack so fewer conversion stages sit between the grid and the chip, an approach discussed for the rack generations that follow current designs. Solid-state transformers (SSTs) are the enabling technology on the AC side of that architecture: a power-electronics-based transformer that can do voltage conversion and, in some designs, AC-DC conversion in one stage, rather than the separate magnetic transformer and rectifier stages a conventional design uses. Both technologies depend heavily on the same power semiconductor suppliers already central to UPS (7.10a) and power shelves — silicon carbide and gallium nitride devices in particular — so the supply chain for this next architecture overlaps substantially with equipment already being built today rather than requiring an entirely new supplier base. For investors, this is an early-stage, pre-volume category: the signal to watch is which vendors get their 800 V DC and SST designs into reference architectures for the next generation of racks, since that qualification, more than any near-term revenue, is what will determine their position in the eventual transition.

AI delta: Rack power draw is approaching levels where converting AC to DC multiple times between the grid and the chip becomes a meaningful efficiency and space loss, which is the design pressure pushing 800 V DC distribution and solid-state transformers onto the roadmap for the generations after current designs.

Appears at:AI campus GW-class campus· cooling:any — Relevant only at the newest, most power-dense builds designed around next-generation rack architectures; not yet present in currently deployed generations at any scale.

Companies on this part (18)

Show:

Company	Role	Ownership	Ticker	Price	1d	Confidence	Note
ABB	manufacturer	public	ABBN.SW	67.78 CHF	-1.2%	inferred
Coherent	manufacturer	public	COHR	209 USD	+2.3%	inferred	SiC
Delta Electronics	manufacturer	public	2308.TW	1560 TWD	-3.4%	inferred
Eaton	manufacturer	public	ETN	366 USD	-1.7%	inferred
Flex	manufacturer	public	FLEX	76.55 USD	-0.2%	inferred
Hitachi Energy · unit of Hitachi	manufacturer	subsidiary	6501.T*			inferred
Infineon	manufacturer	public	IFX.DE	48.67 EUR	-2.5%	inferred
Lite-On	manufacturer	public	2301.TW	256 TWD	-2.7%	disclosed	· source
Mitsubishi Electric	manufacturer	public	6503.T	4770 JPY	-2.3%	inferred
Navitas	manufacturer	public	NVTS	8.38 USD	-0.7%	inferred
onsemi	manufacturer	public	ON	72.25 USD	-1.2%	inferred
Rohm	manufacturer	public	6963.T	3732 JPY	-1.0%	disclosed	· source
Schneider Electric	manufacturer	public	SU.PA	231 EUR	-1.4%	inferred
Siemens	manufacturer	public	SIE.DE	257 EUR	+0.4%	inferred
STMicroelectronics	manufacturer	public	STM	44.02 USD	+0.4%	inferred
Texas Instruments	manufacturer	public	TXN	285 USD	+2.8%	inferred
Vertiv	manufacturer	public	VRT	194 USD	-0.2%	inferred
Wolfspeed	manufacturer	public	WOLF	22.93 USD	+2.6%	inferred

SSTs (emerging) 7.16a

Company	Role	Ownership	Ticker	Price	1d	Confidence
Delta Electronics	manufacturer	public	2308.TW	1560 TWD	-3.4%	inferred
Heliox · unit of Siemens	manufacturer	subsidiary	SIE.DE*			inferred
Hitachi Energy · unit of Hitachi	manufacturer	subsidiary	6501.T*			inferred
Ideal Power	manufacturer	public	IPWR	2.73 USD	-5.9%	inferred
Siemens Energy	manufacturer	public	ENR.DE	119 EUR	-2.0%	inferred

Who competes here

The same table read the other way: every company above competes for 800 v DC architecture & solid-state transformers sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

Children: SSTs (emerging)
Previous in layer: Metering, power quality, monitoring
Layer: Layer 7 — Electrical: power distribution (grid to rack)

From the blog

The eleven parts that only show up above hyperscale 2026-09-09

Latest feed

Infineon, Nvidia push gallium nitride power for 800-volt AI data centers — DigiTimes, 2026-10-22
Infineon is collaborating with Nvidia to implement 800-volt DC power designs for AI data centers using gallium nitride chips in the intermediate bus converter.
Vantage signs 1GW solid-state transformer supply deal with Heron Power — Data Center Dynamics, 2026-10-21
Vantage has secured a deal with Heron Power to supply 1GW of solid-state transformers.
Delta Electronics targets SOFC pilot production by year-end, partners with Great Taipei Gas on 550kW installation — DigiTimes, 2026-10-15
Delta Electronics is preparing to launch an on-site solid oxide fuel cell (SOFC) power generation solution and its first physical solid-state transformer (SST) by the end of the year.
Delta Electronics' 13.8kV SST gains traction in China, with US cloud giant testing AI data centre microgrids — DigiTimes, 2026-10-15
Delta Electronics introduced a prefabricated 13.8kV solid-state transformer (SST) power solution designed for high-efficiency AI data center microgrids and manufacturing applications.
LX Semicon puts SiC patents up for sale as Novatek gains ground — DigiTimes, 2026-10-15
LX Semicon is seeking buyers for a portfolio of silicon carbide (SiC) power semiconductor patents as it pivots away from its current business focus.
DCD Studio: Powering data centers at scale with Hans Obermillacher, Panduit — Data Center Dynamics, 2026-10-14
Panduit's Hans Obermillacher discusses the impact of AI-driven demand on data center infrastructure, including geographic shifts to the Nordic region and the necessity of scalable power and cabling solutions.
Broadcom executive says chipmakers must tackle packaging, power limits together — DigiTimes, 2026-10-14
A Broadcom executive emphasized that semiconductor manufacturers must simultaneously address advanced packaging challenges and power consumption limits to support next-generation hardware.
DCD Talk: Critical power architectures for AI data centers with Mehdi Rajehi, ABB — Data Center Dynamics, 2026-10-13
ABB's Mehdi Rajehi discusses how next-generation power architectures are being designed to support the scaling requirements of AI data centers.
Taisic Materials expands SiC capacity for AI data centers, 8-inch markets — DigiTimes, 2026-10-13
Taisic Materials is expanding its Silicon Carbide (SiC) production capacity to serve the power electronics and electrical equipment needs of AI data centers.
Sponsored: VEIR raises $110 million Series C to accelerate commercialization of superconducting power delivery technology for AI data centers — Data Center Dynamics, 2026-10-13
Veir raised $110 million in Series C funding to scale the manufacturing and deployment of superconducting power delivery systems designed for high-density AI data centers.

Questions about 800 v DC architecture & solid-state transformers

What are 800 v DC architecture & solid-state transformers?: An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
Which companies make 800 v DC architecture for AI data centers?: This catalog lists 18 companies on 800 V DC architecture & solid-state transformers, 18 of them with listed equity: ABB, Coherent, Delta Electronics, Eaton, Flex, Hitachi Energy, Infineon, Lite-On, Mitsubishi Electric, Navitas, and 8 more.
How does AI change demand for 800 v DC architecture & solid-state transformers?: Rack power draw is approaching levels where converting AC to DC multiple times between the grid and the chip becomes a meaningful efficiency and space loss, which is the design pressure pushing 800 V DC distribution and solid-state transformers onto the roadmap for the generations after current designs.
How reliable are these 800 v DC architecture & solid-state transformers supplier placements?: The 18 placements on this part break down as 2 disclosed, 16 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON