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NVIDIA Feynman Racks Estimated To Feature 17x Higher Power Semi Costs Per Rack Versus Blackwell.
NVIDIA Feynman AI racks will have power semiconductor costs exceeding $191,000 per rack by 2028.
KEY POINTS
- 800VDC power architecture will debut in NVIDIA Kyber racks in 2027, supporting liquid-cooled, high-density GPU configurations.
- Power Conversion System and Voltage Regulation Modules together make up over 50% of rack power semi costs.
- Transitioning to 800VDC reduces copper requirements and enables thinner cabling versus 48V/54V setups in large data centers.
- Future NVIDIA racks will utilize advanced Gallium Nitride and Silicon Carbide semiconductors for efficient high-voltage switching.
COMPANIES
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