01Methodology

02Vendor categories by infrastructure layer

1. Grid-facing power conversion (medium-voltage-to-DC, incumbents)

Established power-equipment majors delivering facility-level MV-to-DC conversion, collaborating directly with NVIDIA/OCP on 800V DC reference designs. Eaton's SST position is largely inorganic, via its Resilient Power Systems acquisition.

2. Solid-state transformer (SST) specialists

A distinct, mostly pre-volume-production cohort building SST as the core product rather than as one item in a broad power-equipment catalog. Most of this group is in pilot or early-commercial stage, with volume shipments generally guided to 2027-2028. Read this category next to the timeline chart below, not instead of it. The dates matter more than the labels.

SST specialist timeline (dated milestones only)

2b. SiC device suppliers (feeding SST and rack-level power)

Distinct from POL semiconductors below. Wolfspeed supplies the underlying silicon-carbide devices that SST and rack-power vendors build with, not point-of-load conversion ICs.

3. Building/facility distribution (busway, switchgear)

Note Vertiv and Schneider now also present rack-level 800V DC in-row power products (category 4), so the line between "building distribution" and "rack-level" is blurring for these two specifically. Only Legrand + Rittal are listed exclusively in this category; Eaton/Schneider/ABB/Siemens/Vertiv are cross-listed and appear in category 1's table.

4. Rack-level power: integrators and ODMs

Rack/system integrators building or demonstrating 800V DC power racks and shelves for NVIDIA's next-generation platforms. The most active layer in the current ecosystem.

Rack power modules and components (feeding the integrators)

5. Point-of-load (POL) power semiconductors

Navitas specifically has publicised 800V-to-6V GaN power delivery board designs that skip the intermediate 48V bus stage. Worth watching as a possible topology shift, not just a vendor addition.

6. BESS / backup energy storage integration

Eaton's supercapacitor-based backup is a materially different technology from chemical-battery BESS, worth distinguishing when it matters to a design. Heron Power appears here and in category 2 (integrated SST + battery buffer).

7. China-domestic 800V ecosystem

A distinct, largely China-domestic vendor and deployment ecosystem runs in parallel to the Western/Taiwanese one above, with its own hyperscaler relationships (Alibaba Cloud, Tencent Cloud), standards processes, and, for specific product categories, export-control exposure that changes faster than a quarterly document can track. Verify current status before using this section for procurement decisions.

Per CNESA's supply-chain mapping, additional China-domestic companies not deep-verified here include Shuangdeng Group, ZTT, Narada Power, Hithium, Ampace, CLOU, Hopewind, Chint Electrics, Kstar, Shenzhen Center Power Tech, Shenzhen Sinexcel Electric, JST, plus operators Sinnet + Aofei Data + @hub + Range Technology.

03Sources consulted

04Change log