AI Data Center HVDC Power Supply System Market Size, Share and Trends 2026 to 2035

Sustainability is a major focus in the AI data center. The HVDC supply system market encompasses the deployment of direct-current architecture, renewable energy integration, PPAs, and water efficiency. The market is further shifting towards advanced liquid cooling systems aiming to enhance thermal efficiency and minimize water consumption.

Major investors in the market include well-developed power management companies and leading tech giants collaborating with other enterprises to develop AI-integrated solutions. It includes companies like Google, Microsoft, AWS, and Meta, the tech giants that are heavily investing in AI data centers by securing power through strategic partnerships and power purchase agreements.

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.

Smart Manufacturing: The smart manufacturing segment is expected to experience the highest CAGR over the foreseeable period. This surge is driven by the integration ofIndustry 4.0 technologies, including AI-powered robotics, machine-vision inspection, and digital twins, which require significant on-site computing capacity and stable high-density power distribution. HVDC systems are increasingly preferred because smart factories cannot tolerate downtime and require continuous, uninterrupted operations to maintain production quality and equipment coordination. The expansion of autonomous production lines, predictive-maintenance platforms, and sensor-heavy environments further boosts demand for reliable HVDC infrastructure, reinforcing strong growth in this segment.

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.

Growth is also fueled by ambitious renewable-energy commitments across the region, including large national programs to integrate multi-gigawatt solar, wind, and hydro capacity into national grids. HVDC systems are increasingly preferred because they can transmit renewable power over long distances with high stability, making them essential for AI campuses that require consistent, high-density power delivery. Governments in countries such as China and India are also investing in green data center policies, grid modernization, cross-border power corridors, and energy-storage-backed AI facilities, all of which strengthen demand for advanced HVDC power architectures. These combined structural drivers firmly position Asia Pacific as the fastest-growing market for AI data center HVDC power supply systems.

China AI Data Center HVDC Power Supply System Market Trends

The region is expanding largely due to leading players collaborating to build a robust, uninterrupted power supply for AI data centers. For example, NVIDIA is partnering with other local enterprises in power supply and component offerings, resulting in the development of 800V HVDC power solutions, power distribution units, power shelf devices, and supercapacitors. Also, the extended development cycles require advanced power electronics technology, which has tempted enterprises to seek support from Chinese manufacturers.

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.

The region's strict energy-efficiency regulations and sustainability mandates are also driving adoption, since HVDC systems align with the EU's climate targets, green-data-center taxonomy, and national carbon-reduction frameworks. Europe's growing reliance on renewable energy sources such as offshore wind and large-scale solar requires long-distance, low-loss transmission, making HVDC an essential component of next-generation AI infrastructure. Additionally, many European data center operators are integrating heat-reuse networks, battery-energy-storage systems, and grid-interactive technologies that function more efficiently with HVDC. These combined policy, infrastructure, and technological drivers position Europe as a significant growth region for AI data center HVDC power supply deployments over the coming decade.

Germany AI Data Center HVDC Power Supply System Market Analysis

The region is substantially growing due to the increasing focus on energy efficiency and sustainable power solutions across several industrial processes and Data center needs, which are paramount to Germany's Energy transition target. Leading marketers are further contributing to the country's growth by collaborating and launching innovative technologies to support AI data centers.

For instance, in October 2025, a leading marketer from Germany, Infineon Technologies AG supports the power architecture with 800V DC capacity, which was introduced by NVIDIA for AI infrastructure, at Computex 2025.

The Middle East and Africa AI data center HVDC power supply system market is notably expanding due to large-scale national initiatives focused on smart city development, economic diversification, and long-term digital transformation. Countries such as the UAE, Saudi Arabia, and Qatar are accelerating investment in next-generation digital infrastructure to support AI-driven government services, autonomous transportation, fintech platforms, and large public-sector data ecosystems. These projects require high-density, energy-efficient data centers that rely on HVDC power architectures to meet strict performance and reliability standards.

rowth is further supported by rapid grid modernization efforts across the region, including the deployment of renewable-energy megaprojects and long-distance transmission systems that align naturally with HVDC technology. The demand for high-performance computing, GPU clusters, and AI-enabled analytics platforms is increasing across oil and gas operations, logistics hubs, national security, and smart-infrastructure monitoring. As a result, MEA is becoming a global hub for AI-optimized data centers, supported by government policies that encourage cloud expansion, attract hyperscalers, and promote early adoption of cutting-edge power and cooling technologies. These structural advantages are expected to sustain strong growth in HVDC system deployment throughout the region.

Saudi Arabia AI Data Center HVDC Power Supply System Market Analysis

The country is a leading contributor to the market's growth in the MEA region, owing to smart city projects like NEOM, which has deployed over 840 HVDC modules in the area, highlighting its significant influence. Major data center projects, such as the framework agreement by xAI and a whopping investment by AWS and Human, further drive market growth in the Middle East and Africa.

The stage involves developing power racks, battery backup units, and power distribution units for power delivery in data centers.

Key Players: Flex Power, Delta Electronics, LiteOn, LeadWealth.

The stage involves constructing data centers and installing power infrastructure, along with integrating HVDC systems.

Key Players: STT Global Data Centers, CtrIS Datacenters, and Yotta Data Services

This stage involves the stable operation of data centers with efficient management of HVDC power infrastructure for AI data centers.

Key Players: Equinix, Applied Digital and Vertiv.

the company, offers industrial power supplies, such as modular solutions.

Delivers integrated management and automation solutions for high-density AI workloads.

the company provides a range of systems, including UPS, power distribution, and thermal management systems for AI data centers.

The company is a frontrunner in intelligent power management and collaborated with NVIDIA.