Okay, so we’ve got more power coming into the data center either because we’ve built an SMR next to it, or because miraculously we’ve upgraded the grid around it. Now we have a problem. Our pipes to the rack are only designed to carry 7-10 kw. But the new Nvidia behemoth wants 20-30 kW. Also higher power densities amplify the importance of efficient power conversion and distribution to manage operational costs and environmental impact. And the AI clusters need uninterrupted power for the training runs, so we need super reliable power delivery systems. Also these AI servers are probably going to get even larger so we probably don’t want to rip out these new power delivery systems in 3 years when we need to run the 6th generation models. Call the wizards. High-efficiency, high-density power supplies, DC power distribution at the rack level, and software-defined power systems.
Opportunities
High-efficiency, high-density power supplies
DC power distribution at rack level
Software-defined power systems
Others
- Modular, scalable UPS systems: These systems offer flexible power protection that can grow with data center needs, reducing initial capital expenditure and improving efficiency at partial loads. See Vertiv (USA), Schneider Electric (France), and Eaton (Ireland/USA).
- Intelligent Power Distribution Units (PDUs): Advanced PDUs provide granular power monitoring and control at the rack level, enabling more efficient power management and capacity planning. See Raritan (USA), CyberPower (USA), and Tripp Lite (USA).
- Advanced busway systems with higher current capacity: These systems offer flexible power distribution with increased capacity, crucial for high-density AI compute environments. See Starline (USA), Eaton (Ireland/USA), and Schneider Electric (France).
- Integrated rack-level energy storage: This technology provides localized power backup and load balancing capabilities, enhancing reliability and efficiency. See Natron Energy (USA), EnerSys (USA), and Lithium Werks (Netherlands).
- Thermoelectric cooling systems for targeted heat removal: These systems offer precise, energy-efficient cooling for high-density compute nodes, potentially reducing overall cooling costs. See Phononic (USA), Laird Thermal Systems (USA), and II-VI Marlow (USA).