800 VDC Data Center Power Market Seen Hitting USD 59.76 Billion by 2034

Why operators are moving to 800 VDC

Polaris Market Research forecasts a CAGR of 15.6% from 2026 to 2034. According to the firm, operators are adopting higher-voltage direct current to reduce conversion steps, copper use and energy losses.

Rising rack power density is making low-voltage distribution increasingly impractical for AI data centers, the report says. It cites NVIDIA as saying that 54 VDC power shelves could take up to 64U in a Kyber rack.

Industry backing is growing. In August 2026, Google, Microsoft and NVIDIA, together with more than 80 Open Compute Project (OCP) companies, announced plans to standardize 800 VDC specifications. NVIDIA's MGX 800 VDC rack is expected in the second half of 2026, followed by Kyber racks in 2027.

A four-phase transition, starting with retrofits

Polaris describes the transition as four phases: AC rack supply, 800 VDC sidecar, hybrid systems and native 800 VDC. Most market spending in 2025 remained AC-based. Native 800 VDC revenue is expected to begin around 2029, according to the report.

Sidecar systems are expected to generate the first 800 VDC revenue, because they let existing facilities adopt the technology in stages. Brownfield and retrofit deployments accounted for 58.36% of the market in 2025. Operators can add sidecar power racks without replacing the whole power infrastructure, which lets them expand AI capacity while limiting disruption.

Greenfield AI campuses, by contrast, can build native 800 VDC designs in from day one and avoid the cost of converting AC infrastructure.

Apurva Agarwal, Senior Analyst at Polaris Market Research, said: "The move to 800 VDC won't happen in one step." He added that the vendors that win "will be the ones whose equipment works across every phase, from today's AC sites to fully native DC facilities."

Segments, regions and technology

The report lists several growth drivers:

• Rising power requirements from AI servers and high-density racks
• Lower distribution losses and reduced copper requirements
• More compact and efficient solid-state transformers
• Sidecar power racks that support upgrades to existing data centers

On medium-voltage to 800 VDC conversion, the report compares solid-state transformer (SST) systems with medium-voltage rectifier systems. According to Polaris, SSTs convert grid power to 800 VDC in fewer stages, with lower losses and a smaller footprint.

For downstream conversion, 800 VDC-to-50/54 V leads and is projected to reach USD 4.18 billion by 2034, driven by high-density AI server power supplies. These stages increasingly rely on silicon carbide and gallium nitride devices.

North America led regionally with USD 6.22 billion in 2025. Asia Pacific is projected to grow fastest at a 16.7% CAGR, followed by the Middle East and Africa (16.4%) and Europe (15.0%).

Challenges and industry activity

Polaris points to open problems. Safety standards for 600 to 1,000 VDC systems and DC arc flash remain issues, equipment certification is still developing, and competing ±400 VDC designs add complexity. Existing facilities may also need DC-rated protection and switchgear, along with costly upgrades to converters, cabling and backup power.

Recent developments cited in the report include:

• September 29, 2026: Infineon and Eaton partnered to supply silicon carbide devices for Eaton's MVSST 2.0 platform.
• September 21, 2026: ABB introduced its Infinitus DC portfolio for AI data centers.
• September 2026: Exascale Labs and Compal signed a letter of intent to develop a native 800 VDC platform using solid-state transformers.
• February 2026: Heron Power raised USD 140 million in a Series B round.

Key players named by Polaris include ABB, Delta Electronics, Eaton, Hitachi Energy, Infineon, Navitas Semiconductor, Schneider Electric, Siemens, Texas Instruments and Vertiv.

What it means for operators and suppliers

According to Polaris, the near-term opportunity lies in retrofits of existing halls, while native 800 VDC builds are expected to generate revenue later in the decade. For equipment makers, the report suggests that products spanning AC, hybrid and native DC phases will be best placed. For operators, unresolved safety standards and certification remain factors to weigh as they plan upgrades.