China Plans 800V HVDC Power for Data Centers

This policy signal matters because it pushes data center infrastructure toward higher power density and efficiency standards, a shift that could reshape hardware and cooling supply chains. The 800V HVDC architecture and >100kW cabinets imply a move beyond conventional limits, affecting operators, equipment makers, and energy managers reliant on AC systems. What is worth watching is whether this exploration phase translates into binding technical mandates or remains an incentive for pilot projects, as that would determine the pace of adoption. The emphasis on liquid cooling and waste heat recovery also suggests a broader regulatory push for energy circularity, which could ripple into how new facilities are designed and sited.