SemiAnalysis 预测，在 800VDC 技术推动下，数据中心电力基础设施将发生重大转变。预计这一转变将于 2026 年底开始，并在 2029 年加速，届时将涉及将电力整流移近 IT 机架，并最终实现集中化。该公司估计，到 2028-2030 年，边带和 SST 等相关产品的市场机会将达到数百亿美元。 AI
影响 预测将发生重大的基础设施转变，以支持日益增长的 AI 计算密度和电力需求。
排序理由 该集群由一家研究公司对技术转型进行的分析和预测组成，而不是直接的产品发布或事件。
AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →
The market opportunity is HUUUGE. We size the TAM for the two most talked-about products of this transition: Sidecar (or HVDC power rack) TAM peaks at ~$11B in 2028 and SST TAM reaches ~$13B by 2030, capturing displaced sidecar demand plus the new MV-to-800VDC conversion Fun htt…
We frame the journey in 4 distinct phases >> Phases 1 and 2 (starting H2 26) are the retrofit era. Row-level sidecars handle AC-DC rectification right next to the IT rack In Phases 3 and 4 (late 2028 / early 2029) rectification moves out of the white space. Centralized li…
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 this transition is about to tear through the datacenter ecosystem. We expect 800VDC to power ~39GW of incremental https:/…