Nvidia Rubin AI Rack Power Architecture Upgrades to 800V DC in 2027, Semiconductor Costs Jump to $123K

According to BlockBeats, analyst KawzInvests posted on June 8 that Nvidia's Rubin Ultra AI rack power architecture will upgrade to an 800V DC system in 2027, up from the current 48V/54V setup. The upgrade will increase per-rack power semiconductor costs from approximately $20,000 to $123,000, driven by a power increase from 225kW to 600kW and requiring advanced materials such as silicon carbide and gallium nitride.

KawzInvests noted the upgrade addresses weight and efficiency challenges at high power levels, with value gains flowing primarily to power semiconductor suppliers rather than Nvidia or rack manufacturers. Potential beneficiaries include IFX, MPWR, VICR, NVTS, STM, ON, TXN, ADI, POWI, DIOD, WOLF, and AOSL.