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英伟达联手谷歌、微软推动800V直流供电架构采用,逐步引入现有AI工厂

火星财经消息,8 月 12 日,英伟达正与 Google、微软及超过 80 家设备和基础设施供应商推动 800V 直流供电架构,以应对 AI 服务器机架功率密度持续提升带来的供电效率与转换损耗问题,并计划自 2026 年下半年起逐步导入现有 AI 工厂。 英伟达表示,当前 AI 基础设施的瓶颈已不只是总供电瓦数,而是电力从电网输送至 GPU 的效率。800V 直流架构可减少电网至加速器之间的电力转换环节。公司计划于 2026 年下半年推出兼容 MGX 架构的 800V 直流电源机架,使现有数据中心可在无需大幅改造建筑及供电系统的情况下逐步升级。 针对新建或高密度 AI 工厂,英伟达计划于 2027 年引入机架列电力中心,通过架空式 800V 直流汇流排向多列机架供电,每列机架最高可支持 2MW 功率。长期则计划在设施端部署 DC Power Block,直接将电网电力转换为 800V 直流电。 英伟达、Google 与微软目前还通过开放计算项目推动相关标准化。随着 AI 服务器由百千瓦级向兆瓦级发展,高压 DC/DC、固态变压器、汇流排、功率半导体和电源模块等设备规格也将随之升级。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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