AI racks are heading to 1 MW. ABB is betting the answer is 800VDC.

Today's AI racks draw roughly 200 kW. Next-gen designs point at a megawatt and beyond. ABB's Infinitus is the first integrated source-to-rack DC portfolio aimed at that jump.

eeNews Europe and ACHR covered ABB's Infinitus launch this week: medium-voltage powertrains, AC-to-DC conversion, DC distribution and protection, plus cooling optimization on a DC-connected path. At the center is ABB's solid-state transformer stack. The company says 25% to 40% of new data-center capacity installed in 2030 could use DC distribution. Main components enter production over the next 12 months. First full Infinitus sites are expected in two to three years.

This extends ABB's October 2025 collaboration with NVIDIA on 800VDC architectures for gigawatt-scale AI halls. The investment question is not another megawatt slogan. It is who captures the redesign when conversion stages and AC heat losses stop fitting megawatt racks.

See the ABB Infinitus 800VDC launch →

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Who benefits: electrification suppliers already shipping DC-native gear into NVIDIA-aligned 800VDC designs. Who is exposed: sites and vendors still sized for multi-stage AC conversion as rack power crosses into megawatts. What could prove this wrong? Hyperscalers stay on hybrid AC longer than ABB expects, or Infinitus production slips past the 12-month component window.