Infineon and Nvidia team up to supercharge AI data centers

2025-05-21 nvidia

dresden, Wednesday, 21 May 2025.
Infineon will collaborate with Nvidia to create advanced power delivery systems for AI data centers. This partnership seeks to improve energy efficiency by using a centralized direct-current distribution system. Current AI data centers may require one megawatt of power per IT rack before 2030. The collaboration aims to reduce power loss during distribution and conversion. The new systems may allow direct power conversion at the AI chip level.

Revolutionizing power delivery

Infineon Technologies is set to transform power delivery architectures for future AI data centers [5]. Teaming up with Nvidia, Infineon will develop next-generation power systems using a novel architecture centered on 800 V high-voltage direct current (HVDC) central power generation [5]. This innovative system design aims to substantially boost energy-efficient power distribution throughout data centers [3][5]. It also enables direct power conversion at the AI chip, specifically the GPU, within the server board [3][5].

Efficiency and reliability gains

The shift to HVDC architecture promises enhanced reliability and efficiency in accelerated computing data centers [5]. As AI data centers expand beyond 100,000 GPUs, the demand for efficient power delivery is critical [5]. By the end of the decade, AI data centers are projected to require power outputs of one megawatt or more per IT rack [1][5]. The HVDC architecture, combined with high-density multiphase solutions, could establish a new industry benchmark, fostering the creation of superior components and power distribution systems [5].

Market impact and nvidia’s competitive edge

Nvidia’s collaboration with Infineon is poised to optimize energy consumption within its AI infrastructure [1]. This supports Nvidia’s sustainability commitment while ensuring the performance and scalability needed for the next wave of AI workloads [1]. The partnership enhances Nvidia’s market position by integrating advanced power solutions, potentially improving its competitive advantage in the AI sector [1][2]. Moreover, it could positively influence Infineon’s revenue streams through increased demand for its power delivery chips [1].

Bronnen

data centers power delivery