Midstream & Natural Gas "Takeaways from expert call on 800 VDC Architect..."

研报英文原文证据摘录

Midstream & Natural Gas "Takeaways from expert call on 800 VDC Architect..."

Global Research

18 May 2026ab

Midstream & Natural Gas Equities

AmericasTakeaways from expert call on 800 VDC

Architecture Energy

Manav Gupta

Analyst

manav.gupta@ubs.com

We hosted an expert call on the implications of 800VDC architecture in data +1-212-713 4399

centers

Amit Mehrotra

The expert noted that higher rack density is driving this change to 800V DC Analyst

architecture now, although the technology has existed for a long time. As amit.mehrotra@ubs.com

associated power electronics matures, the adoption will gather momentum. +1-201-352 1410

High voltage is still in early stages of adoption and still not mature, this is Shneur Z. Gershuni, CFA

expected to change and higher voltages will become standard. Our expert is Analyst

shneur.gershuni@ubs.com

confident the architecture of data centers will change to higher voltage with time

+1-212-713 3974

as more components become available at competitive cost.

William Appicelli, CFA

Over time, this trend is expected to evolve towards even higher voltage (above 800 Analyst

V) configurations as racks / chips continue get more power hungry. william.appicelli@ubs.com

+1-212-713 1414

The expert emphasized that the 800V DC architecture would lead to higher

Saumya Jain efficiency and lower cost across several components. Furthermore, this transition

Associate Analyst

would bring significant changes to the semiconductor supply base and protection

saumya.jain@ubs.com

/ insulation ecosystem. Our expert indicated that he expects most green field data +1-212-882 0089

centers to move to 800 V vs. traditional lower voltage data centers.

Sumantra Banerjee

Our expert discussed in detail how higher voltage allows data centers to cut usage Associate Analyst