Issue 01 · Electrification

+6

The current is the chain

800 V DC AI factory electrical chain from grid to chip

At 600 kW, 48 V is 12,500 A. 800 V is 750 A. NVIDIA names about 5%. The rest of the book is copper, conversion, and the building.

Issues·Desk·Shorts·House·/industries.md

30 Aug 2026 · 8 min · 1:37 listen · /industries/800v-dc.md

NVIDIA captures the chip. The building captures the current. Price the phase, not the logo.

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Listen

Night briefing

Atlas · 1:37 · not a keynote

BriefingDesk cutShort

0:000:00

The chain

Grid to chip

09 steps

1. I · 2026–27

   Sidecar retrofit

   Sidecar / power-rack vendors. Copper still prints.

2. II · 2027–28

   Native 800 V compute

   DC/DC modules, rack-native power, e-fuse.

3. III · Late 28–29

   Building-scale DC

   Grey-space rectifiers, DC busway, hall layout.

4. IV · After 2029

   Solid-state transformer

   SiC SST names. The date is a gate, not a slide.

1. 01Generation, grid, HV interconnectAll phasesUtilities, TSOs, interconnectThe queue is the scarce permit. Not the GPU.
2. 02MV transformer and switchgearP1–P3Schneider, Eaton, ABB, Siemens
3. 03Conversion to 800 V DCP2–P4+1Infineon, Wolfspeed, Navitas, Bloom + NVIDIA
4. 04Protection, storage, 800 V gearP1–P3Vertiv, Eaton, battery racks
5. 05800 V DC busway to the racksP2–P3Busway OEMs, copper
6. 06Hot-swap, e-fuse, rack isolationP2E-fuse, power semiconductors
7. 07DC/DC: 800 V to 50 / 12 / 6 VP1–P2Sidecar and DC/DC module vendors
8. 08Multiphase VRM to under 1 VP2–P3Infineon, MPS, in-package NVIDIA
9. 09GPU, CPU, custom XPUP2 onwardNVIDIA, custom silicon

X desk

It broke there first

The map lands on X. The missing column usually sits in a reply. We sit both, then write the view.

Frenchie @Frenchie_

Break · 725 bookmarks

Mapped the future electrical chain of AI data centers, grid to chip, with the beneficiaries. At the center: 800 V DC. At 600 kW, 48 V needs ~12,500 A; 800 V needs 750. NVIDIA cites ~5% chain efficiency. Four phases, nine steps, to Kyber.

30 Aug

Frenchie @Frenchie_

Correction

Wrong image on the first post. The nine-step 800 VDC — grid to chip — is the map.

30 Aug

Gontran Lafuerist @LifeCactus

Comment

Strong work. Missing the value / margin on each step — that would show what each party actually captures on the different projects.

30 Aug

Sources

• Inside the 800VDC revolutionSemiAnalysis
• AI factory powerSchneider Electric
• 800 VDC architectureNVIDIA
• GTC S82090NVIDIA On-Demand

Short

Nine by sixteen. One line.

The rack

+9

0:15

12,500 A at 48 V. 750 A at 800 V. The building takes the rest.

The issue

Notebook

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House

Sit the next issue. Print the chain.

A house underwrites one map — electrification, physical AI, the picks that do not trend until the assembler does.

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