Delta says Nvidia 800V HVDC program remains on track for pilot output in Q1 2027
Concerns over Nvidia’s 800V high-voltage direct current power architecture resurfaced after market research firm SemiAnalysis warned that large-scale deployment could slip from the previously expected 2027 timeline to 2028 or later. Supply-chain sources cited in the report pushed back on that view, saying the delay is tied to validation work rather than a core technical roadblock. According to Digitimes, early system verification uncovered a potential short-circuit risk, prompting U.S. customers to request additional testing. That led to redesign and certification work, forcing Delta Electronics, Simplo Technology and upstream material suppliers to adjust shipment schedules. The same sources said key components including power cabinets, backup battery units and battery packs have already been resubmitted for validation, with progress described as smooth. The report also addressed questions about whether Nvidia still needs 800V HVDC given that its Rubin platform uses a 50V power architecture. Supply-chain sources said the two are not substitutes: 50V is used for in-rack power distribution, while 800V HVDC is meant to move high-voltage power from the data-center level to the rack. Delta is expected to begin low-volume production near the end of the first quarter of 2027 and expand shipments in the second quarter based on customer deployment schedules.
