
AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors
DIGITIMES believes that 2026 will be a pivotal year in the stabilization of 800VDC power architectures for AI data centers.
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DIGITIMES believes that 2026 will be a pivotal year in the stabilization of 800VDC power architectures for AI data centers.

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentum.

AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance

AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

XFusion's server export value in 2025 saw a yearly growth of 30%, with three major export routes targeting the ASEAN, African, and Latin American markets.

CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.

Under the AI boom, microLED optical communication is expected to become a key opportunity for the display industry's transformation.

Agentic AI drives general server demand; global server shipments to top five million units in the second quarter of 2026.

Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.