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China’s 2026–2030 Digital-Green Plan Reportedly Backs 800V HVDC and >100kW Racks

Редакция ЦОД:Главное

According to S1, seven Chinese government agencies have jointly issued a 2026–2030 digital-green transformation plan that calls for deploying 800V high-voltage DC power architectures in computing infrastructure and promoting large-scale practical use of racks above 100kW. The reported policy direction targets the power-delivery and cooling requirements of high-density AI workloads.

Главное
  • S1 reports that a joint 2026–2030 Chinese policy plan supports 800V HVDC deployment in computing infrastructure.
  • The plan reportedly promotes large-scale practical use of racks above 100kW.
  • S1 contrasts 10–20kW conventional internet-data-center racks with 120–150kW high-density intelligent-computing racks.
  • The policy direction could strengthen demand for high-density power distribution and liquid-cooling infrastructure, subject to implementation details.
  • The available information does not demonstrate a mandatory nationwide requirement for 800V HVDC.

S1 reports that seven Chinese agencies have jointly published a digital-green transformation plan for 2026–2030. The source says the document explicitly supports deployment of 800V high-voltage DC (HVDC) power-supply architecture for computing facilities and promotes large-scale practical application of individual racks exceeding 100kW.

The direction is relevant to the widening gap between conventional internet data-center rack densities and AI infrastructure requirements. S1 characterises traditional internet data-center racks as operating at 10–20kW per rack, compared with 120–150kW per rack for high-density intelligent-computing centers. At those densities, power delivery, conversion losses and cooling design become central constraints on facility architecture.

S1 cites claimed transmission losses below 3% for 800V HVDC, versus 8–12% for conventional architectures serving high-density racks. These figures should be treated as source claims rather than independently verified performance benchmarks, but they illustrate the efficiency rationale presented for higher-voltage DC distribution.

The source also links the policy direction to rapid growth in China’s intelligent-computing capacity. It cites 1,590 EFLOPS in 2025 and projects 9,800 EFLOPS by 2030. Separately, it reports 2,185 EFLOPS as of the end of June 2026, up 177% year on year.

For data-center developers, operators and equipment suppliers, the reported policy signal could support demand for HVDC distribution, power conversion equipment, cabling, liquid-cooling systems and grid connections designed for high-density AI loads. However, the available material does not specify implementation mechanisms, technical compliance thresholds, phased deployment deadlines or the categories of facilities that would be covered. It therefore does not establish that 800V HVDC is mandatory or will become the standard for all new AI data centers in China.

Почему это важно

If implemented as described, the policy could accelerate the shift in China’s AI data-center market from conventional low-voltage and UPS-based architectures toward HVDC distribution, liquid cooling and associated power electronics. The eventual market impact will depend on the plan’s implementation mechanisms, technical requirements and whether any provisions become mandatory.

Источники

Материал подготовлен редакцией ЦОД: Главное на основе указанных первоисточников.

China’s 2026–2030 Digital-Green Plan Reportedly Backs 800V HVDC and >100kW Racks — ЦОД: Главное