Dharma Rajah

President & CEO at Epitome Development

[Meg McNulty @meggmcnulty]

For decades, data center racks have been powered by three-phase AC, the same kind of power that runs industrial machinery. NVIDIA's next AI rack uses 800-volt DC instead, the same standard NVIDIA itself credits to the electric vehicle and solar industries.

The change re-architects how electricity moves from the grid to the GPU, and three things at the silicon level had to happen first.

1️⃣ Doubling the voltage halves the current for the same power delivered, which cuts resistive losses in copper by roughly 75 percent. NVIDIA's design partners estimate copper thickness can drop by up to 45 percent across the rack. A 1MW rack needs up to 200kg of copper busbars at the legacy 54-volt distribution standard. A single 1GW data center built that way would need up to 200,000kg of copper for rack busbars alone, per NVIDIA's own technical blog.

2️⃣ The power semiconductors needed to convert 800 VDC efficiently at the rack level matured only in the last few years. Silicon carbide handles the high-voltage front-end conversion from medium-voltage utility AC down to 800 VDC. Gallium nitride handles the high-frequency stepdown from 800V to intermediate buses (50V, 12V, or 6V) feeding the GPU. Both are wide-bandgap technologies. SiC scaled because of the EV industry, where Porsche, Hyundai, Kia, and BYD have built the 800V powertrain supply chain over the last five years. GaN scaled on the back of consumer fast-charging and is now being adapted for AI infrastructure.

3️⃣ AC-to-DC conversion moves out of the IT rack entirely. In a current GB200 NVL72 or GB300 NVL72, up to eight power shelves sit inside the rack converting AC to DC. At MW scale on the same standard, those shelves would consume up to 64U of rack space, leaving no room for compute. In the 800 VDC architecture, conversion happens once at a dedicated power shelf upstream, and the IT rack receives DC directly. NVIDIA estimates this delivers up to 5 percent end-to-end efficiency improvement and up to 70 percent reduction in PSU-related maintenance costs.

Power semiconductor content per rack grows substantially across this transition. SiC and GaN suppliers, high-voltage busbar and connector vendors, and rack-level DC-DC converter makers gain share. The legacy low-voltage and multi-stage AC conversion stack loses share.

Most colocation facilities today operate at 10 to 30 kW per rack. The 600kW Rubin Ultra rack is more than an order of magnitude above that. The math operators are working on for 2027 deployments is whether their existing PDUs, busways, and rack power shelves are even compatible with the new spec.

[Dharma Rajah @dharmu99]

We called it — now confirmed by @elonmusk.

Tesla & Samsung's $16.5B AI chip deal is landing in Taylor, TX.

At @EpitomeDev, we’ve secured key parcels next to Samsung’s fab—ready to power the next wave of AI: robotaxis, data centers & more.

Taylor is rising. Let’s build it.

[Elon Musk @elonmusk]

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.

Samsung currently makes AI4.

TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

[Dharma Rajah @dharmu99]

@sweatystartup Just curious - what type of a pro are you?

[Dharma Rajah @dharmu99]

@chamath ByeJu

[Austin Business Journal @MyABJ]

Tons of apartments are set to sprout near Samsung's facility in Northeast Austin. https://t.co/74GMa6wR0G

[Dharma Rajah @dharmu99]

@naval What’s LLM?

[Dharma Rajah @dharmu99]

@DavidSacks @DavidSacks the CRE shoe has already dropped. We feel the pain!

[Dharma Rajah @dharmu99]

@elonmusk @HowThingsWork_ Kim Jog On

[Dharma Rajah @dharmu99]

@elonmusk Your paltry party is partly wrong

[Dharma Rajah @dharmu99]

@Jason If not by taxpayer, who bears?

[Dharma Rajah @dharmu99]

@ParikPatelCFA Dude, ur the first account that should have been purged when EM took over.

[Dharma Rajah @dharmu99]

@elonmusk @MedvedevRussiaE @RemindMe_OfThis in one year

[Dharma Rajah @dharmu99]

@SatoshiFlipper I’ll invest in this project if you find the right team

[Dharma Rajah @dharmu99]

@elonmusk @wholemars How do I subscribe to this? I already have the FSD on my MX Plaid. Doesn’t show an option to activate Beta FSD

[Dharma Rajah @dharmu99]

@FitFounder Pls tell me how

[Dharma Rajah @dharmu99]

@elonmusk Waiting, where is the link Elon?

[Dharma Rajah @dharmu99]

@ParikPatelCFA Wish we could arrest the bot called Prik Patel

[Dharma Rajah @dharmu99]

@MunnaBigDicc @ParikPatelCFA ET&T1TBTC

[Dharma Rajah @dharmu99]

@naval Pls share some good reads / listens on game theory.

[Dharma Rajah @dharmu99]

@ParikPatelCFA I think ur account is the first BOT that needs clean up when Elon takes over. But he’s not and so u continue. Bots rule this platform.