New Delhi, Oct. 22 -- The shift to 800-volt direct current (800VDC) power systems in artificial intelligence (AI) data centres could create a market opportunity of up to USD 5 billion for solid-state transformers by 2030, as rising computing demand increases the need for efficient power infrastructure, according to a Goldman Sachs research report.

The report estimates that around 10 gigawatts (GW) of new data centre capacity using 800V GPUs could be added in 2030. This would account for around 6 per cent of the total installed data centre capacity and 60 per cent of new capacity additions that year.

Goldman Sachs said the growing power needs of AI systems are pushing electricity requirements from tens of kilowatts per rack to more than ...