在过渡到完全由固态变压器构成的800伏特直流电架构期间，施耐德电气与西门子等大厂正开发「800伏特直流旁置柜」（sidecars）技术，让现有的数据中心无须更换基础设施即可支援高能耗的AI伺服器。这种新架构可能会颠覆现有的供应链，减少对传统不间断电源和变压器的需求。
尽管电力设备商纷纷争夺超大规模客户的关注，但由于技术与商业化尚未成熟、安全标准及供应链瓶颈等因素，分析师预计该理想方案在2030年前不会产生显著的盈利影响，届时也仅有约20%的数据中心会采用此新系统。
The rise of next-generation AI factories is forcing power equipment companies to rethink their portfolios to compete in the data center equipment market, which is expected to be worth over $200 billion annually. As AI increases the demand for high-density computing, existing alternating current (AC) systems are struggling to cope, prompting the industry to develop 800-volt direct current (DC) systems that can carry significantly more power.
During the transition to a full 800-volt DC architecture built around solid-state transformers, major firms like Schneider Electric and Siemens are developing 800-volt DC sidecars. These sidecars allow existing data centers to support power-hungry AI servers without replacing their current infrastructure, though the shift could disrupt the supply chain and reduce demand for traditional uninterruptible power systems and transformers.
Although power equipment manufacturers are vying for the attention of hyperscalers, analysts predict that this ideal solution will not have a significant earnings impact before 2030 due to technological and commercial immaturity, safety standards, and supply chain bottlenecks, with only about 20% of data centers expected to adopt the new system by then.