Alex Cordovil

Research Director

AI workloads are pushing rack densities far beyond what today’s data center power systems were designed to handle. Traditional architectures based on 415/480 VAC power distribution are straining to keep pace. New approaches to disaggregate power from accelerated computing equipment and distribute power in 48 / 400V / 800VDC across rows, data halls, and entire data centers are emerging to meet the challenge.

The High-density Power Advanced Research Report (ARR) analyses this shift toward next-generation architectures, assessing their impact on technology adoption and vendor revenue streams. The study looks closely at how power shelves, battery back-up units, and higher-voltage busbars are redefining power delivery. New categories, such as solid-state electronics, will emerge in the data center, while also evaluating the implications for established categories such as UPS and traditional rack PDUs.

This report aims to answer critical market questions such as:

  • How quickly will operators adopt higher-voltage distribution within racks and across the data hall?
  • What role will DC-based designs play versus AC in tomorrow’s data centers?
  • How will the adoption of DC-based architectures affect traditional power systems in the data center, such as UPSs, PDUs, and rack PDUs?
  • Which vendors are positioned to benefit from these changes?

By combining forecasts, vendor analysis, and adoption timelines, the report provides a comprehensive view of how high-density power requirements are reshaping the market landscape. The findings will be valuable for data center operators, equipment vendors, and investors navigating the next phase of data center power evolution.

The report includes a 5-year forecast for the following areas:

  • DC-based equipment by product category
  • DC-based equipment by customer segment – (Top 10 Cloud Service Providers, Rest of Cloud, Colocation, Telco SPs, Large Enterprises, Rest of Enterprises)
  • DC-based equipment by region – North America, EMEA (Europe, Middle East, and Africa), Asia Pacific excluding China, China, and CALA (Caribbean and Latin America)