According to the Open Source Securities Research Report, in October 2025, Nvidia released 800V white paper 1.0, which systematically demonstrates the technical necessity and feasibility of HVDC power distribution; white paper 2.0 further clarifies that as GPU cabinet power evolves from hundreds of kW to the MW level, traditional 415/480VAC power supply is gradually under pressure in terms of cable number, cabinet interface, conversion level, and floor space, and 800VDC is not a replacement for existing AC architectures, but a new deployment option that coexists with them for a long time and is imported as needed. Open Source Securities believes that the AI data center power density upgrade will also drive technological iteration of high-voltage DC equipment, energy storage conversion and system integration, DC protection, liquid cooling and heat dissipation, and high-voltage connection components, and that enterprises with high-voltage high-power product capabilities, reliability verification, and leading customer introduction advantages are expected to benefit first.

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