Digitimes September 23, 2026 By Yunnie Cheng positive

Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

AI / LLMNVIDIA / GPUSupply ChainData Center

<p class="P1" data-start="3321" data-end="3761">As AI computing workloads surge, demand for higher GPU and CPU performance is triggering exponential growth in data center power density and energy consumption. Nvidia's transition toward an 800V high-voltage direct current (HVDC) power architecture is driving hardware upgrades across sidecar power cabinets and battery backup units (BBUs), while spurring demand for customized high-voltage NP0 (C0G) multilayer ceramic capacitors (MLCCs).

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Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

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