AI Data Center Boom Growing to $2 Trillion… “Power War from Megaclusters to Microgrids”
Published2026.05.06 10:56With the proliferation of AI, datacenter investments are projected to surge to approximately 2 trillion dollars annually. As model usage increases and use cases expand, supply chain competition centered on power, cooling, and components is intensifying, and analysis indicates that infrastructure changes such as ultra-high-density racks, on-site power generation, and long-duration energy storage systems are accelerating.
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TI and Nvidia Unveil 800VDC Power Architecture… AI Data Center Power Transition Begins in Earnest
Texas Instruments (TI) has unveiled a next-generation 800VDC power architecture for AI data centers in collaboration with Nvidia. This architecture is designed with a two-stage conversion approach that steps down 800V direct current power to 6V and then below 1V, focusing on reducing power loss and distribution complexity. TI also presented related designs including a hot-swap controller, 800V-6V isolated bus converter, multiphase buck converter for GPUs, and a 30kW-class power supply. As power demand in AI servers continues to surge, this announcement is interpreted as an example demonstrating that data center power architecture is transitioning from conventional low-voltage-centric designs to high-voltage DC-based systems.
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TI Innovates Data Center and EV Design Paradigm with Next-Generation Isolated Power Modules
With power demand surging due to AI and electric vehicle proliferation, reliable power supply technology in limited spaces has emerged as a critical industry-wide challenge. Texas Instruments (TI) has unveiled the UCC34141-Q1 and UCC33420 high-performance isolated power modules, which employ proprietary packaging technology to address these requirements and establish a new direction for power design.
2026.03.24by 배종인 기자
Arm Unveils First Data Center CPU Targeting 'Agentic AI' Era… Securing Both Cost-Effectiveness and Scalability for Large-Scale AI Infrastructure
Arm has unveiled the 'Arm AGI CPU,' the first data center CPU that simultaneously secures cost-efficiency and scalability for large-scale AI infrastructure, marking a new turning point in artificial intelligence (AI) infrastructure as it targets the 'agentic AI' era.
2026.03.25by 배종인 기자
AI Semiconductor Era, Key is 'Materials Technology'… KIEC Holds Seminar on High-Performance Semiconductor Materials
With rapid growth in the global semiconductor market driven by expanded AI data center investments and increased demand for high-bandwidth memory (HBM), a specialized seminar examining next-generation semiconductor materials and packaging technologies will be held. The Korea Chemical Industry Institute will host a "High-Performance Semiconductor Materials Technology Seminar" on April 24 at the FKI Tower of the Korea Economic Association in Yeouido, Seoul. Applications to participate in the seminar are being accepted on a first-come, first-served basis through the Korea Chemical Industry Institute's official website, with early bird discounts available until March 27 and advance registration open until April 22.
2026.03.25by 배종인 기자
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ST Begins Full-Scale Mass Production of Silicon Photonics Targeting AI Data Centers
STMicroelectronics (ST) has commenced mass production of its industry-leading silicon photonics platform 'PIC100' in response to the proliferation of artificial intelligence (AI) infrastructure. The platform, which has been adopted by major global hyperscalers as optical interconnects for data centers and AI clusters, is based on a 300mm wafer process.
2026.03.25by 배종인 기자
