According to NVIDIA's blog, Wood Mackenzie projects $9 trillion in global AI and data infrastructure investment through 2040 — a figure NVIDIA cites as the backdrop for why power delivery is being redesigned alongside compute. Vladimir Troy, vice president of data center infrastructure at NVIDIA, framed the rationale directly: "800 VDC unlocks the compute performance and power density required for AI at scale," he said, adding that OCP work with ecosystem partners is meant to give "AI factories a practical path forward — not just a future vision."
NVIDIA's blog states that NVIDIA, Google and Microsoft have been developing the 800 VDC architecture together through the Open Compute Project (OCP), and the three companies published a joint white paper in March 2026. Four months later, in July 2026, OCP published the LVDC Solid-State Transformer Specification v0.3, moving the effort from a joint white paper to a formal technical specification.
The LVDC Solid-State Transformer Specification v0.3, published by OCP in July 2026, is the governing document referenced in NVIDIA's blog for this class of conversion equipment. Separately, NVIDIA describes the DC power block as "a facility-scale unit that converts grid power directly to 800 VDC in a single step," which it says "will enable direct medium-voltage conversion at massive scale" as "the architecture for AI infrastructure being planned for the decade ahead." NVIDIA does not attach a numeric capacity or efficiency figure to the DC power block in the blog post.
According to NVIDIA's blog, more than 80 equipment manufacturers and infrastructure companies are already building products to the OCP 800 VDC specification. On the hardware side, NVIDIA says its MGX-compatible 800 VDC power rack is "arriving in the second half of 2026," and is designed to create "a hybrid architecture that brings next-generation rack-scale compute performance to facilities that are already built and operational." A second product, the row power center, is described as "a centralized power station for a full rack row" that "uses an overhead 800 VDC busway to scale power distribution across multiple rack rows, supporting up to 2 megawatts per row, with availability expected in 2027."
| Milestone | Date / Value | Source |
|---|---|---|
| Joint 800 VDC white paper (NVIDIA, Google, Microsoft) | March 2026 | NVIDIA blog |
| LVDC Solid-State Transformer Specification v0.3 | July 2026 | NVIDIA blog |
| Companies building to the OCP spec | 80+ | NVIDIA blog |
| MGX-compatible 800 VDC power rack | H2 2026 | NVIDIA blog |
| Row power center capacity / availability | Up to 2 MW per row / 2027 | NVIDIA blog |
| Global AI and data infrastructure investment forecast | $9 trillion through 2040 | Wood Mackenzie, via NVIDIA blog |
NVIDIA's blog states the 800 VDC effort is a joint undertaking: NVIDIA, Google and Microsoft developed the architecture together through OCP and co-published the March 2026 white paper. Troy's statement ties the collaboration to scale, saying that "through OCP, NVIDIA is working with more than 80 ecosystem companies to give AI factories a practical path forward" — a figure consistent with the more-than-80-company count NVIDIA cites elsewhere for products already being built to the specification.
The sequence NVIDIA lays out moves from standard-setting to hardware in stages: a joint white paper in March 2026, a formal LVDC Solid-State Transformer specification four months later in July 2026, then the first NVIDIA hardware — the MGX-compatible 800 VDC power rack — in the second half of 2026, followed by the higher-capacity row power center (up to 2 MW per row) in 2027. NVIDIA frames the MGX rack as a near-term option for facilities "already built and operational," while it describes the DC power block, which converts grid power to 800 VDC in one step, as infrastructure "planned for the decade ahead" — suggesting NVIDIA is positioning a retrofit path alongside a longer-horizon design. The more-than-80-company adoption figure appears twice in NVIDIA's account, once as a count of companies building products and once in Troy's quote about OCP collaboration, and NVIDIA connects this standardization push to Wood Mackenzie's $9 trillion investment projection through 2040 as the scale of spending the architecture is meant to support.
According to NVIDIA's blog, more than 80 equipment manufacturers and infrastructure companies are already building products to the specification — a figure Vladimir Troy, NVIDIA's vice president of data center infrastructure, also cited when describing OCP ecosystem collaboration.
NVIDIA's blog states the MGX-compatible 800 VDC power rack is arriving in the second half of 2026, while the row power center, supporting up to 2 megawatts per row, is expected to be available in 2027.
NVIDIA, Google and Microsoft published a joint 800 VDC white paper through OCP in March 2026, and OCP published the LVDC Solid-State Transformer Specification v0.3 in July 2026, according to NVIDIA's blog.
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