J.P. Morgan Sees 800V DC Data Center Architecture as an Early-Stage Opportunity
According to J.P.
According to J.P. Morgan, 800V DC architecture is still an edge configuration for data centers. The bank said it could reduce demand for low-voltage electrical equipment while creating incremental opportunities in rectifiers, DC distribution, and solid-state transformers.
J.P. Morgan said several Chinese manufacturers have already sent samples to U.S. cloud service providers, but it expects large-scale commercial adoption to come after 2027. The bank cited two main constraints: Nvidia’s standard has not been finalized, and reliability testing remains insufficient. J.P. Morgan also said the market is still at an early stage in recognizing the structural shift, with pricing in the change remaining limited.
J.P. Morgan said several Chinese manufacturers have already sent samples to U.S. cloud service providers, but it expects large-scale commercial adoption to come after 2027. The bank cited two main constraints: Nvidia’s standard has not been finalized, and reliability testing remains insufficient. J.P. Morgan also said the market is still at an early stage in recognizing the structural shift, with pricing in the change remaining limited.