NVIDIA put a ship date on 800 VDC on August 11, 2026: the MGX power rack arrives in the second half of 2026. A 2 MW-per-row power center with an 800 VDC busway follows in 2027, and a DC power block that converts grid power in one step is the design for new facilities after that. Vertiv said the same fifteen months earlier: rectifiers, DC busway, rack DC-DC and DC backup, scheduled for release in the second half of 2026, ahead of Kyber and Rubin Ultra. A five-year white-space frame agreement signed this year on 415 V UPS, AC busway and AC PDUs puts 40 to 60% of its dollars into years when those are no longer the SKU the racks want.
What follows: the rack power roadmap by generation, which electrical SKUs change under 800 VDC and which do not, who has put a date on product, a 250 MW frame agreement laid against the transition year, and the change clause to write into the next one.
Source: Open Factory Datacenter Electrical Roadmap 2026 to 2032 (compiled from NVIDIA reference architecture, NVIDIA blogs May 2025 and Aug 2026, Vertiv, SemiAnalysis, Servnet; as of August 2026)
Five generations on one axis: GB200 NVL72 at 120 to 132 kW, GB300 NVL72 at 142 kW, Vera Rubin NVL72 at 180 to 230 kW, Rubin Ultra NVL576 “Kyber” at 570 to 660 kW in the second half of 2027, and a 1 MW design target, against the 350 to 400 kW line where 415 VAC delivery runs out of copper and connector.
The Rack Power Roadmap, Generation by Generation
The GB300 NVL72 rack draws up to 142 kW from eight 33 kW power shelves, fed at 415 or 480 VAC and converted to 54 VDC inside the rack. Vera Rubin NVL72, which Jensen Huang said was in production on July 15, 2026, runs at 180 to 220 kW on SemiAnalysis’s count and 190 to 230 kW in the trade press; NVIDIA has not published the number. Kyber, the NVL576 rack for Rubin Ultra, is specified near 600 kW for the second half of 2027, with NVIDIA’s own generation table at 570 kW as reported by StorageReview and SemiAnalysis’s Kyber Ultra estimate at 660 kW.
The physics case is NVIDIA’s from May 2025: 54 VDC in-rack distribution hits its limits above 200 kW, a 1 MW rack on 54 V needs up to 200 kg of copper busbar, and Kyber’s power shelves would eat 64U. At 800 VDC the same conductor carries 85% more power and copper falls 45%, the gauge change the Copper and Wire Price Sheet will register first. Vertiv’s July 2026 engineering note puts the AC breakdown between 350 and 400 kW per rack and hands the 8 to 16 rack units of power conversion back to compute.
Vera Rubin does not need 800 VDC; Kyber does. A 200 kW rack runs on three-phase AC and a 415 V UPS without touching a limit, which is why SemiAnalysis calls the 2026 to 2027 sidecar phase voluntary future-proofing led by Google and Meta. The 600 kW rack in the second half of 2027 is where the AC busway and the in-rack shelves stop being an option, and every vendor roadmap below is dated off that rack.
What Changes SKU and What Does Not
The buyer’s question is which line items on the frame agreement survive. The answer splits along the gray-space and white-space line, and the Datacenter MEP Cost Table carries each line at $/MW with its lead time from the Lead-Time Monitor.
Source: Open Factory Datacenter Electrical Roadmap 2026 to 2032 (compiled from NVIDIA Aug 2026, Vertiv Jul 2026, Schneider via The Next Platform May 2026, SemiAnalysis May 2026)
Eight SKUs across four phases: three gray-space rows show “stays” in all four columns; the central UPS goes from “stays” to “optional” to “exits at hyperscalers”; AC busway and AC PDUs both change in the 2028 to 2029 column; the in-rack PSU shelves leave the rack in the first phase. The CSV is here.
The sidecar phase deletes nothing upstream. NVIDIA’s August 2026 wording is that the power rack slots into existing AC infrastructure with no changes to the building’s electrical system; Vertiv’s is that customers “retain much of their upstream AC infrastructure.” SemiAnalysis puts it in a buyer’s words, same transformers, same UPS, same switchgear, same ATS, plus a row-level power rack worth $400,000 to $500,000 per MW of added content. Rob Bunger at Schneider told The Next Platform in May 2026 that sidecars will deliver 600 kW to 1 MW each, that centralized AC-to-800 V converters come in 2 to 5 MW chunks, and that by 2030 “maybe 10 percent of the new AI nodes” will require 800 VDC.
The next two phases turn the white space over. When compute trays take 800 VDC natively (SemiAnalysis’s 2027 to 2028 window, Vertiv’s “2028 to 2029 timeframe”), the battery moves into the power rack and the central 415 V UPS becomes optional; SemiAnalysis carries $1.2 million per MW of centralized UPS content exiting at hyperscalers, with colo operators keeping it for redundancy in the medium term. NVIDIA’s row power center brings the 800 VDC overhead busway in 2027, and by the facility phase the AC busway with tap-offs gives way to a feeder-only DC busway, because an 800 V arc has no zero crossing to put itself out. Littelfuse’s January 2026 investor slides already draw the new white space as “sidecar (1 MW+), PSU shelf, HVDC bus (±400/800 VDC), DC PDU.”
The MV switchgear, the transformer and the genset on your frame agreement are safe through 2029; the UPS, busway and PDU lines are not. The utility feed stays AC, so the 15 kV lineup we priced in Why Your Switchgear Costs 50% More Than in 2021 is unchanged, and the LV transformer stays until solid-state transformers ship at scale, which SemiAnalysis does not expect before early 2029. Eaton’s CEO told analysts on July 31, 2026 that $3.4 million per MW “remains the right number” for its electrical content and that 800 VDC improves efficiency by 5%. The content does not shrink; it moves from the UPS room to the row.
Who Has Put a Date on It
Announcements are not ship dates. We read every 800 VDC release from the seven vendors plus NVIDIA and scored them the way the OEM Disclosure Scorecard scores any product claim: is there a quarter or half-year in the text, or not.
Source: company releases and SEC exhibits, May 2025 to Aug 2026; Open Factory OEM Disclosure Scorecard compilation
Eleven rows: NVIDIA dates three products (H2 2026, 2027, 2029), Vertiv dates its portfolio (H2 2026, pilots, ramp through 2027), Navitas dates its silicon (2H26 PSU ramp, native 800 V trays in 2H27), Schneider gives guidance (small deployments end 2026, centralized 2029), Delta’s 2Q27 ramp is a Digitimes headline, and Flex, Eaton and ABB have announced products or architectures with no ship date. The CSV is here.
Vertiv is the most specific. Its May 19, 2025 release scheduled the portfolio for the second half of 2026; its October 13, 2025 release repeated the date and said the reference architecture is basis of design on several large AI factory projects; its July 2026 note names the PowerDirect 5000 sidecar at 400 to 900 kW and sequences commercialization in the second half of 2026, then pilots, then a ramp through 2027. Vertiv’s $3.6 billion of customer deposits at June 30, 2026, sized in Vertiv Stopped Reporting Its Backlog, is the cash behind those engagements, and the Book-to-Bill League Table will show whether the date held when the FY2026 10-K prints backlog.
ABB is the other end of the table. Its October 13, 2025 release says ABB will support NVIDIA’s planned 800 VDC architecture and names the HiPerGuard MV UPS and SACE Infinitus solid-state breaker; its June 1, 2026 release aligns “current portfolio and future planned assets” with the NVIDIA DSX blueprint; its Q2 2026 results release schedules a webcast on its direct-current portfolio for September 24, 2026. None of the three names an 800 VDC product ship date or order; that is the measurement, the standard is the dated half-year Vertiv and NVIDIA gave, and ABB’s reply runs here if it sends one. Eaton’s October 13, 2025 release, supercapacitors, ORV3 busbar and DC connectors, carries no date either, and Flex’s March 16, 2026 power rack, up to 880 kW per compute rack, has no delivery date.
The dates also conflict. Digitimes reported on July 23, 2026 that NVIDIA’s 800 V HVDC enters production in 1Q27 with Delta ramping in 2Q27, and that SemiAnalysis expects large-scale native 800 VDC deployment to slip beyond 2028; NVIDIA’s blog three weeks later held to the second half of 2026 for the power rack. Both hold if the power rack ships in 2026 and native compute ramps in 2027, the sequence the SKU table assumes.
The Frame Agreement Against the Transition Year
The public multi-year agreements show the shape. Generac’s Q2 2026 8-K describes a global supply agreement whose “product specific terms” were finalized separately and committed nearly $700 million of volume for 2027, plus a second hyperscaler framework signed June 24, 2026 with 2027 and 2028 volumes still open. Modine took a $165.0 million up-front deposit in March 2026 against more than $4 billion of 2027 to 2029 sales, and its 10-K says its multi-year agreements “typically do not contain contractually-guaranteed volumes.” Vertiv’s 10-K says its largest customers “require more favorable terms and conditions” on large, multi-year projects to support artificial intelligence. The deposit mechanics are in The $60 Million Deposit.
We built the exposure the Datacenter MEP Cost Table way: a 250 MW critical-load frame at 50 MW a year from 2026 to 2030, N+1 UPS at 1.25 times critical load, and the $700/kW installed price from four federal UPS awards used in When a Megapack Beats a Static UPS ($400 low, $1,050 high, January 2026). That is $43.75 million of 415 V UPS a year and $218.75 million over the term. Busway and PDU dollars are excluded because no public $/MW exists for them, so the number is a floor.
Source: Open Factory Datacenter MEP Cost Table (compiled from federal UPS awards, SemiAnalysis, Vertiv, Schneider roadmaps; as of August 2026)
Five tranches of $43.75 million: 2026 and 2027 land before any transition; 2028 is exposed if native 800 VDC racks arrive on SemiAnalysis’s 2027 to 2028 schedule ($131.25 million, 60% of the frame); 2029 and 2030 are exposed on Schneider’s 2029 date as well ($87.5 million, 40%). At SemiAnalysis’s $1.2 million per MW of UPS content the same shares apply to a $300 million frame; the assumptions are in the CSV.
Every dollar in the 2029 and 2030 columns is committed today to a product the buyer’s own rack roadmap says it will not want. The lead time that makes buyers sign early is real, 30 to 48 weeks for a 500 to 1,500 kVA static UPS and 40 to 60 for modular 2,000 kVA-plus in Terrapin’s June 2026 survey, carried by the Lead-Time Monitor as a published lead time. A 48-week lead time justifies ordering the 2027 tranche in 2026. It does not justify fixing the 2030 SKU in 2026, and the Lead-Time-Adjusted Schedule shows the 2029 tranche can be released as late as Q1 2028 and still make energization.
What to Do Monday
Split the agreement the way the SKU table splits the room. Sign the five-year frame on the gray-space lines that do not change, MV switchgear, transformers, gensets and paralleling gear, and run their prices through Quote Check against the Public Bid-Tab Price Book bands. Sign the white-space lines, UPS, busway, PDU, STS, for two years of firm volume with the 2028 to 2030 tranches as reserved capacity, not committed SKUs. Ask every vendor for the sentence Vertiv already wrote in public, that its architecture “doesn’t force you to replace what you already have,” in the contract rather than the blog, and ask ABB and Eaton for the ship date their releases do not carry. The rectifier and power-rack content moving into the row is largely Taiwanese (Delta, LITEON, Flex), so run the new SKUs through the Tariff Exposure Calculator before a substitution price is agreed.
Behind the paywall: the three clauses, SKU substitution at equivalent price, volume flexibility and technology-refresh rights, written out, and which of the six vendors’ public postures and agreement structures support each, including the two-layer structure that already commits $700 million of 2027 volume while leaving the product terms open.