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SemiAnalysis Weekly· Staffel 1· Folge 15

Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam

Dienstag, 16. Juni 2026 · 48 min

MP3

Shownotes

NVIDIA's next architecture will demand 800V DC and datacenters can't wait to build the infrastructure. Haroon Inam, CEO and Co-Founder of DG Matrix, joins Jordan Nanos (@JordanNanos), Jeremie Eliahou Ontiveros (@JeremieEO), and Nicolas Bontigui to explain why megawatt GPU racks make 800V DC a necessity, not an option. Haroon details his journey from uncool power electronics to enabling superhuman intelligence infrastructure.

Full Article Link: newsletter.semianalysis.com/p/inside-the-800vd…

Chapters:
Haroon Inam's Background and Power Electronics Journey
Introduction to 800V DC Architecture and Its Significance
Why 800V? Economics, Semiconductor Ratings, and EV Influence
Physics and Economics Driving the 800V Revolution
DG Matrix's Multi-Port SST and Its Value Proposition
Design Challenges and Innovations in Multi-Port SSTs
Current State and Adoption of 800V DC in Data Centers
Future Data Center Architectures and Power Density Trends
Adoption Curve and Market Penetration of 800V DC
Risks, Challenges, and Future Proofing of Data Centers
Cybersecurity and Power System Resilience
The Broader Impact of Power Innovations on Society

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