The DC transition isn’t one decision. It’s a stack of six. Most operators making AI infrastructure decisions in 2026 are getting one thing wrong — they’re treating it as monolithic.
The trade press writes about "the move to 800 VDC" as if it's one thing. It isn't. There are at least two competing architectures wearing that label — and they don't look much alike.
The data centre industry has settled on a comfortable story: AI racks need too much power, and low-voltage AC simply can't carry the current required at scale. The story is true. It is also misleading. The conversion to high-voltage DC is happening, but treating it as a single