NVIDIA, Google and Microsoft are pushing 800 VDC datacenter power through OCP, with 80+ vendors building to spec.

The argument is that AI rack density outgrew AC distribution, and 800-volt DC cuts conversion stages between grid and GPU so more available power reaches compute (NVIDIA). Staged rollout: hybrid AC-compatible power rack in H2 2026, row power center supporting up to 2 MW per row in 2027, facility-scale DC power block later in the decade, NVIDIA DSX reference designs as blueprint. The post gives no efficiency percentages and no copper-reduction figures, so the efficiency claim is unquantified. It's a standardization play, and standardization plays are usually more consequential than the benchmarks they omit.