NVIDIA 推 800 VDC 供电架构,为 AI 工厂铺路
Why Scaling AI Compute Performance Requires a New Power Architecture
Every new generation of accelerated computing demands more from the infrastructure underneath it — more compute performance, higher rack density and more efficient, scalable power distribution. The bottleneck isn’t just wattage. It’s how power gets from the grid to the GPU.
每一代加速计算都对底层基础设施提出更高要求——更高的计算性能、更高的机架密度,以及更高效、可扩展的配电方式。瓶颈不仅仅是功率,而是电力如何从电网传输到GPU。
In traditional power delivery, electricity travels from the grid as an alternating current (AC) and gets converted multiple times, each time adding overhead and complexity as racks become denser. At the power levels that next-generation AI compute demands, even small inefficiencies compound quickly.
在传统的电力传输中,电力以交流电(AC)形式从电网传输,并经过多次转换,每次转换都会增加开销和复杂性,尤其是在机架密度增加时。在下一代AI计算所需的功率水平下,即使是微小的低效也会迅速累积。
800 VDC simplifies that path. By distributing power at higher voltage through a direct current (DC), fewer conversion stages stand between the grid and the accelerator — which means more of the available power reaches the compute. NVIDIA DSX reference designs are built to guide AI factories through the transition from today’s AC infrastructure through hybrid architectures and into fully native 800 VDC facilities.
800 VDC简化了这一路径。通过以直流电(DC)形式在更高电压下分配电力,电网与加速器之间的转换级数减少,这意味着更多可用电力能够到达计算设备。NVIDIA DSX参考设计旨在引导AI工厂从当前的交流基础设施过渡到混合架构,并最终进入完全原生的800 VDC设施。
NVIDIA, Google and Microsoft have been developing the 800 VDC architecture together through the Open Compute Project (OCP), and published a joint white paper March 2026 and the LVDC Solid-State Transformer Specification v0.3 July 2026. More than 80 equipment manufacturers and infrastructure companies are already building products to this specification.
NVIDIA、Google和Microsoft通过开放计算项目(OCP)共同开发800 VDC架构,并于2026年3月发布了联合白皮书,2026年7月发布了LVDC固态变压器规范v0.3。已有超过80家设备制造商和基础设施公司正在根据该规范构建产品。
Existing Facilities Don’t Have to Wait
现有设施无需等待
Most of today’s AI factories were designed around AC distribution. The NVIDIA MGX-compatible 800 VDC power rack, arriving in the second half of 2026, creates a hybrid architecture that brings next-generation rack-scale compute performance to facilities that are already built and operational. It’s designed to slot into existing AC infrastructure and deliver 800 VDC to compute racks within the row — no changes to the building’s electrical system required.
当今大多数AI工厂都是围绕交流配电设计的。NVIDIA MGX兼容的800 VDC电源机架将于2026年下半年推出,它创建了一种混合架构,可为已建成并投入运营的设施带来下一代机架级计算性能。该机架设计用于插入现有的交流基础设施,并在行内为计算机架提供800 VDC电力,无需对建筑的电气系统进行任何改动。
“800 VDC unlocks the compute performance and power density required for AI at scale,” said Vladimir Troy, vice president of data center infrastructure at NVIDIA. “Through OCP, NVIDIA is working with more than 80 ecosystem companies to give AI factories a practical path forward — not just a future vision.”
“800 VDC释放了大规模AI所需的计算性能和功率密度,”NVIDIA数据中心基础设施副总裁Vladimir Troy表示。“通过OCP,NVIDIA正在与80多家生态系统公司合作,为AI工厂提供一条切实可行的前进道路——而不仅仅是一个未来愿景。”
For site owners, this matters because the investments already made don’t have to be stranded. Land, power rights, building infrastructure — the hybrid approach preserves all of it while opening the door to higher compute density.
对于站点所有者来说,这一点很重要,因为已经进行的投资不会白费。土地、电力权、建筑基础设施——混合方法保留了所有这些,同时为更高的计算密度打开了大门。
A Roadmap for Every Stage of Growth
适用于每个增长阶段的路线图
800 VDC provides AI factories a roadmap to scale, with on-ramps at every stage of growth.
800 VDC为AI工厂提供了扩展路线图,在每个增长阶段都有入口。
The power rack is where most operators will start — a near-term, hybrid-compatible path into higher-density compute. For operators building out dedicated AI factory environments, the row power center — a centralized power station for a full rack row — uses an overhead 800 VDC busway to scale power distribution across multiple rack rows, supporting up to 2 megawatts per row, with availability expected in 2027. And for new facilities being designed, the DC power block — a facility-scale unit that converts grid power directly to 800 VDC in a single step — will enable direct medium-voltage conversion at massive scale: the architecture for AI infrastructure being planned for the decade ahead.
力量架是大多数运营商起步的地方——一条通往更高密度计算的近期、混合兼容路径。对于建设专用AI工厂环境的运营商,行级电源中心——一个为整排机架供电的集中式电站——使用架空800 VDC母线槽,将电力分配扩展到多排机架,每排支持高达2兆瓦,预计2027年可用。而对于正在设计的新设施,直流电源块——一种设施级单元,将电网电力直接转换为800 VDC,一步到位——将实现大规模的直接中压转换:这是为未来十年规划的AI基础设施架构。
An Open Standard Means a Real Supply Chain
开放标准意味着真正的供应链
The 800 VDC architecture specifications define common interfaces so that power hardware from different vendors can work together inside the same 800 VDC facility. With 80+ companies building to the specifications, the supply chain is forming around an open standard.
800 VDC架构规范定义了通用接口,使不同供应商的电源硬件能够在同一800 VDC设施内协同工作。随着80多家公司按照规范进行开发,供应链正围绕开放标准形成。
These building blocks are captured in NVIDIA DSX reference designs, giving operators a system-level blueprint to connect power architecture, rack-scale computing and facility infrastructure as they scale AI factories.
这些构建模块被纳入NVIDIA DSX参考设计中,为运营商提供了一个系统级蓝图,以便在扩展AI工厂时连接电源架构、机架级计算和设施基础设施。
Wood Mackenzie projects $9 trillion in global AI and data infrastructure investment through 2040. The facilities that can absorb that investment will be the ones that resolved their power architecture before compute demand outran what their infrastructure could deliver. NVIDIA, Google and Microsoft are working with the broader ecosystem to make sure 800 VDC is ready when operators need it — and that existing facilities have a path to get there now.
Wood Mackenzie预测,到2040年,全球AI和数据基础设施投资将达到9万亿美元。能够吸收这笔投资的设施将是那些在计算需求超过其基础设施供应能力之前就解决了电源架构问题的设施。NVIDIA、谷歌和微软正在与更广泛的生态系统合作,确保800 VDC在运营商需要时准备就绪——并且现有设施现在就有路径实现这一目标。
Read the 800 VDC OCP blog and the NVIDIA 800 VDC white paper. Learn more about the NVIDIA DSX reference architecture guide.
阅读800 VDC OCP博客和NVIDIA 800 VDC白皮书。了解更多关于NVIDIA DSX参考架构指南的信息。
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