According to Precedence Research, the global AI data center HVDC power supply system market size is calculated at USD 1.53 billion in 2025 and is predicted to increase from USD 1.71 billion in 2026 to approximately USD 4.59 billion by 2035, expanding at a CAGR of 11.62% from 2026 to 2035.
AI Data Center HVDC Power Supply System Market Key Insights
- North America dominated the market by holding more than 39% of market share in 2025.
- The Asia Pacific is expected to grow at the fastest CAGR from 2026 to 2035.
- By type, the output voltage: 336V segment held the major market share in 2025.
- By type, the output voltage: 240V segment is growing at the fastest CAGR from 2026 to 2035.
- By application, the internet segment contributed the highest market share in 2025.
- By application, the smart manufacturing segment is expected to grow at a strong CAGR from 2026 to 2035.
AI Data Center HVDC Power Supply System Market Overview
The market focuses on the development, manufacturing, and deployment of power delivery infrastructure designed specifically for artificial intelligence data centers that require highly stable and efficient energy systems. These facilities increasingly rely on high-voltage direct current systems, which are better suited to meet the massive, continuous power demands of GPU clusters, large language model training environments, and high-density server racks. The market is experiencing exponential growth due to the sharp rise in electricity consumption associated with AI workloads, which has surpassed the operational limits of many conventional data center designs.
HVDC infrastructure reduces energy losses during transmission, minimizes cooling requirements, and allows for compact electrical room layouts that are easier to scale for multi-megawatt AI campuses. Compared with traditional AC systems, HVDC provides higher distribution efficiency, improved fault isolation, and superior compatibility with renewable energy sources and battery energy storage systems. These benefits make HVDC a foundational technology for next-generation AI facilities, especially hyperscale and edge-AI deployments where power density and system reliability are critical performance drivers.
Regional Outlook for AI Data Center HVDC Power Supply System Market
North America held the largest share of the AI data center HVDC power supply system market in 2025, driven by the rapid expansion of hyperscale data centers, a strong innovation culture, and the region’s ability to adopt emerging technologies at scale.
The region continues to attract significant capital investment as major data center developers, utilities, and technology companies take advantage of favorable federal and state regulatory frameworks, tax incentives, and grid-modernization initiatives. This environment supports the deployment of next-generation power architectures, including high-voltage direct current systems designed for AI workloads.
Asia-Pacific is expected to witness the fastest CAGR over the foreseeable period of 2026 to 2035, driven by rapidly accelerating energy demand, fueled by large-scale digital transformation, the expansion of hyperscale cloud zones, and the deployment of AI-optimized data centers across China, India, Japan, South Korea, and Southeast Asia.
The region’s rapid industrialization and adoption of AI, 5G, automation, and high-performance computing have created unprecedented pressure on regional power infrastructure, driving a strong shift toward HVDC systems that offer higher efficiency and lower transmission losses.
Europe is expected to see significant growth in the AI data center HVDC power supply system market due to the European Union’s strategic goal of expanding regional data center capacity to nearly three times current levels, a target that directly increases demand for high-efficiency power-delivery architectures. As AI workloads accelerate and power density requirements exceed the capabilities of legacy AC systems, operators across Germany, the Netherlands, France, Ireland, and the Nordic countries are turning to HVDC solutions to achieve higher electrical efficiency, lower conversion losses, and more predictable thermal performance.
Market Scope
| Report Coverage | Details |
| Market Size in 2025 | USD 1.53 Billion |
| Market Size in 2026 | USD 1.71 Billion |
| Market Size by 2035 | USD 4.59 Billion |
| Market Growth Rate from 2026 to 2035 | CAGR of 11.62% |
| Dominating Region | North America |
| Fastest Growing Region | Asia Pacific |
| Base Year | 2025 |
| Forecast Period | 2026 to 2035 |
Segmental Outlook of AI Data Center HVDC Power Supply System MarketBy Type Insights
Type Insights
Why Is Output Voltage 336V Preferred in the AI Data Center HVDC Power Supply System Market?
Output Voltage 336V: This segment held the largest share in the AI data center HVDC power supply system market during 2025, driven by its ability to support highly efficient, fully integrated power architectures for AI data centers, often referred to in the industry as the Panama solution. This configuration reduces capital expenditure by simplifying the electrical distribution path and lowering the need for multiple power conversions. With fewer components, reduced cabling complexity, and minimal transformation stages, 336V systems deliver higher reliability, lower points of failure, and improved operational continuity for large GPU clusters. The architecture is widely adopted in hyperscale and cloud data centers that require dense power distribution with consistent performance.
By Application Insights
Why Does the Internet Segment Dominate the AI Data Center HVDC Power Supply System Market?
Internet: The internet segment held the largest share in the AI data center HVDC power supply system market in 2025, driven by substantial financial investment capacity, extremely high power-density requirements, and a strong focus on energy-efficient operations that can scale rapidly with user demand. Hyperscale data centers owned by major internet and cloud companies require multi-megawatt HVDC distribution systems to support GPU clusters used for AI training, content delivery, large-scale search engines, and global cloud services. As a result, leading internet companies continue to invest hundreds of millions of dollars in new hyperscale campuses and AI-optimized facilities, increasing the adoption of 336V and 240V HVDC architectures to reduce losses and improve operational efficiency.
Recent Developments
- In October 2025, a global leader in power management with green solutions, Delta introduces its next-gen highly integrated high-voltage DC power distribution, advanced accuracy, and networking solutions for AI data centers at the OCP Global Summit 2025.
- In July 2025, a global leader in the semiconductor sector, NVIDIA partnered with Texas Instruments aiming to develop 800V HVDC power distribution systems that will facilitate next-gen AI data centers.
AI Data Center HVDC Power Supply System Market Companies
Huawei – Huawei is a global technology company offering digital power solutions, including UPS systems, smart PV inverters, energy storage, and data center infrastructure. It focuses on integrating AI and digital technologies to improve energy efficiency and power reliability.
Hitachi – Hitachi is a multinational conglomerate that provides advanced power systems, industrial automation, and energy management solutions. The company supports utilities and industries with smart grid technologies, renewable energy integration, and digital transformation.
Mitsubishi Electric Corporation – Mitsubishi Electric develops a broad portfolio of electrical and electronic equipment, including power distribution systems, factory automation, and energy-efficient infrastructure. Its solutions support sustainable industrial operations and reliable power management worldwide.
Sungrow Power – Sungrow Power is a leading provider of photovoltaic inverters and energy storage systems for utility-scale, commercial, and residential applications. The company plays a key role in advancing renewable energy adoption through innovative solar and battery technologies.
Kehua Data – Kehua Data specializes in critical power solutions, UPS systems, data center infrastructure, renewable energy, and energy storage technologies. The company serves industries requiring high-reliability power systems, including telecommunications, finance, and healthcare.
Delta Electronics – Delta Electronics is a global provider of power and thermal management solutions, offering products such as UPS systems, EV charging infrastructure, industrial automation, and renewable energy solutions. The company is recognized for its focus on energy efficiency and sustainable innovation
