According to the CITIC Securities Research Report, the increase in AI chip performance and density has led to a jump in the power consumption of intelligent computing centers. Traditional uninterruptible power supply architectures have hit bottlenecks in various aspects such as energy consumption and floor space, and AIDC power supply and distribution are accelerating the evolution towards high voltage DC. In the short term, the HVDC transmission system and the Panamanian power supply are expected to be the transition solution. In the long run, 800VDC+ solid state transformers may become the ultimate solution for high-density computing power supply due to the advantages of medium voltage direct entry, high frequency isolation, and “silicon to copper retreat”. It is recommended to focus on SST components and core components such as SiC, high-frequency magnets, capacitors, and solid state circuit breakers.

According to the CITIC Securities Research Report, the increase in AI chip performance and density has led to a jump in the power consumption of intelligent computing centers. Traditional uninterruptible power supply architectures have hit bottlenecks in various aspects such as energy consumption and floor space, and AIDC power supply and distribution are accelerating the evolution towards high voltage DC. In the short term, the HVDC transmission system and the Panamanian power supply are expected to be the transition solution. In the long run, 800VDC+ solid state transformers may become the ultimate solution for high-density computing power supply due to the advantages of medium voltage direct entry, high frequency isolation, and “silicon to copper retreat”. It is recommended to focus on SST components and core components such as SiC, high-frequency magnets, capacitors, and solid state circuit breakers.