The New Rules of AI Power

Why 800V DC is changing how the next wave of AI data centers are built

The New Rules of AI Power examines the choices for delivering power at AI scale, including the potential advantages of generating DC power directly rather than converting it from AC. The report looks at how DC-native solutions can simplify electrical infrastructure, reduce costs and free more capital for compute. In its modeled 1 GW data center, the DC-native design reduces non-compute CAPEX by 27%, lowers five-year total cost of ownership by $5.5 billion, and frees enough capital to fund approximately 8% more compute.

In this update, you’ll learn:

• Why AI data centers are moving to 800V DC
• How AC and DC-native architectures compare
• Why fuel cells are uniquely suited to continuous, gigawatt-scale DC power
• How DC power architecture can lower cost and free capital for compute