HUGE DEEP DIVE ALERT 🚨: After watching 800VDC sidecar prototypes steal the show at every major conference we’ve attended this 2026, we sat down to unpack how th
SemiAnalysis predicts a significant shift in datacenter power infrastructure, driven by the adoption of 800VDC technology. This transition, expected to begin in late 2026 and accelerate through 2029, will involve moving power rectification closer to IT racks and eventually centralizing it. The firm estimates the market opportunity for related products like sidecars and SSTs to reach tens of billions of dollars by 2028-2030. AI
IMPACT Predicts a major infrastructure shift that will support increased AI compute density and power demands.