800V HVDC for AI Data Centers: The New Hyperscaler Power BOM
AI rack power crossed 1MW. The industry’s answer is 800V HVDC distribution. Here’s the new power BOM and why your sourcing list just got harder.
AI rack power crossed 1MW. The industry’s answer is 800V HVDC distribution. Here’s the new power BOM and why your sourcing list just got harder.
Murata raised MLCC prices by up to 35% in April 2026. This isn’t cyclical — it’s structural. Here’s why AI server demand has permanently shifted the MLCC cost baseline, and what procurement teams should do about it.