Whitepaper thesis: AI rack densities push past 1 MW; the only economic answer is 800 VDC bus distribution + integrated storage, with MV → DC conversion as the long-term endgame. This collapses the AC distribution layer and creates demand pulls in five places:
- High-frequency, high-voltage power devices — SiC MOSFETs / GaN HEMTs for the 800V → 12V (64:1) LLC converters. The whole architecture rides on SiC switching efficiency.
- MW-scale AC/DC rectifiers (5×3.5 MW per power block) and eventually MV rectifiers / solid-state transformers at 7.5 MW @ ≥98.5%.
- DC switchgear and solid-state breakers + 1500 A busducts.
- Layered energy storage — capacitors (≤100 ms), supercaps (100 ms-10 s), batteries (>10 s) — at rack and facility level.
- Grid-forming / VRT-capable interconnect + control plane that lets DCs become grid-supporting assets.