# Wide-bandgap power moves to the AI rack as data centres go 800V
> Navitas joins Nvidia's MGX 800VDC push; SiC and GaN replace silicon to break the AI 'power wall', borrowing EV power architecture

**Meta:** type: story · date: 2026-06-03 · heads: 悄然的转变, 生活如何改变 · 9 takes · 3 lenses · 4 regions

## Summary

AI's [power demand](/zh/n/datacenter-gas-buildout-101gw-2026) is forcing a rewrite of data-centre electrics, and **[wide-bandgap](/zh/entity/gan-sic)** power semiconductors are the enabler. The industry is shifting to **800VDC** rack architecture, borrowed from EVs, to unlock an order-of-magnitude rise in rack power; at 800V, [SiC and GaN](/zh/entity/wide-bandgap) efficiency gains outweigh their cost premium over silicon IGBT/MOSFET. On 3 June 2026 [Navitas](/zh/entity/navitas) joined [Nvidia's](/zh/entity/nvidia) MGX ecosystem for 800VDC infrastructure, showing at COMPUTEX a GaN 800V-to-6V power-delivery board that eliminates the 48V intermediate-bus stage inside the server tray. HVDC architectures can cut data-centre energy use up to ~7%; the data-centre power-electronics market is projected to grow ~2.5x by 2036.

## By the numbers

- 800 VDC, the rack architecture AI data centres are adopting (from 48V/415V).
- ~7%, potential data-centre energy-use reduction from HVDC + wide-bandgap.
- 98.5%, peak efficiency of Navitas's 10kW DC-DC platform (Feb 2026).
- ~2.5x, projected growth in data-centre power-electronics market by 2036.
- 3 June 2026, Navitas–Nvidia MGX 800VDC collaboration announced.

## Why it matters

The bottleneck on AI scaling is increasingly watts, not FLOPs. Wide-bandgap power lets a rack draw and deliver far more power at higher efficiency, easing the grid strain behind the gas-and-nuclear data-centre buildout. It also moves value to SiC/GaN suppliers (Navitas, Wolfspeed, Infineon) and ties AI infrastructure to the same supply chain as electric vehicles.

## What to watch

- 800VDC moving from COMPUTEX demos to shipping Nvidia MGX racks.
- SiC wafer and GaN device supply as AI and EV demand compete.
- Which power-semiconductor suppliers Nvidia and hyperscalers standardise on.

## Regional takes (batched by bias / lens)

### unlabelled
- **Navitas Semiconductor (GlobeNewswire)** (United States, en) — Navitas's own 3 June 2026 release on joining the Nvidia MGX ecosystem for 800VDC AI infrastructure, with a GaN 800V-to-6V power-delivery board shown at COMPUTEX that eliminates the 48V intermediate-bus stage, the primary record for the collaboration.
  Source: https://www.globenewswire.com/news-release/2026/06/03/3306044/0/en/navitas-collaborates-with-nvidia-mgx-ecosystem-to-accelerate-800-vdc-ai-infrastructure.html
- **Navitas (company)** (United States, en) — 
  Source: https://navitassemi.com/navitas-collaborates-with-nvidia-mgx-ecosystem-to-accelerate-800-vdc-ai-infrastructure/
- **Power Systems Design** (United States, en) — 
  Source: https://www.powersystemsdesign.com/articles/how-800v-ev-innovations-are-redefining-ai-data-centers/97/23694
- **StockTitan** (United States, en) — 
  Source: https://www.stocktitan.net/news/NVTS/navitas-collaborates-with-nvidia-mgxtm-ecosystem-to-accelerate-800-d7ogaueemitr.html
- **The Globe and Mail** (Canada, en) — 
  Source: https://www.theglobeandmail.com/investing/markets/stocks/NVTS/pressreleases/1993267/navitas-to-showcase-breakthrough-gan-and-sic-based-solutions-for-ai-data-center-energy-and-grid-infrastructure-and-industrial-electrification-at-pcim-2026/
- **FinancialContent** (United States, en) — 
  Source: https://markets.financialcontent.com/wral/article/tokenring-2026-1-2-the-silicon-carbide-revolution-how-ai-driven-semiconductor-breakthroughs-are-recharging-the-global-power-grid-and-ai-infrastructure
- **KAD** (United States, en) — 
  Source: https://www.kad8.com/server/ai-data-centers-drive-the-shift-to-sic-gan-and-800v-power/

### power-electronics market research
- **IDTechEx (Semiconductor Today)** (United Kingdom, en) — Argues AI data centres are adopting EV-derived 800V power architecture, with SiC and GaN displacing silicon IGBT/MOSFET to unlock an order-of-magnitude rack-power increase; frames the data-centre power-electronics market growing 2.5x by 2036 as AI training load drives the shift.
  > "AI data centres borrow EV 800V architecture; SiC and GaN displace silicon to unlock an order-of-magnitude rack-power jump, the market grows 2.5x by 2036."
  Source: https://www.semiconductor-today.com/news_items/2026/jun/idtechex-030626.shtml

### supply-chain market intelligence
- **TrendForce Insights** (Taiwan, en) — Reads SiC/GaN as the answer to the AI 'power wall' in the HVDC era, at 800V the efficiency gains of wide-bandgap devices outweigh their cost premium over silicon, with architectures cutting data-centre energy use by up to 7%, reshaping demand for SiC wafers and GaN devices.
  > "At 800V, wide-bandgap efficiency gains outweigh the cost premium over silicon; HVDC architectures can cut data-centre energy use up to 7%."
  Source: https://insights.trendforce.com/p/sic-and-gan-ai-power-wall

## Across the graph
- Related: [[datacenter-gas-buildout-101gw-2026]], [[hvdc-transmission-buildout-2026]], [[glass-substrate-packaging-2026]]
- Entities: Gan Sic, Navitas, Nvidia, United States, Wide Bandgap

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Canonical: https://rbtfl.xyz/zh/n/800v-sic-gan-datacenter-2026