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

DIGITIMESSeptember 23, 2026en

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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