EPISODE · Jun 15, 2026 · 47 MIN
Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
from SemiAnalysis Weekly · host Jordan Nanos, Doug O'Laughlin
NVIDIA's next architecture will demand 800V DC and datacenters can't wait to build the infrastructure. Haroon Inam, CEO and Co-Founder of DG Matrix, joins Jordan Nanos (@JordanNanos), Jeremie Eliahou Ontiveros (@JeremieEO), and Nicolas Bontigui to explain why megawatt GPU racks make 800V DC a necessity, not an option. Haroon details his journey from uncool power electronics to enabling superhuman intelligence infrastructure. Full Article Link: https://newsletter.semianalysis.com/p/inside-the-800vdc-revolution-partChapters:00:00 Haroon Inam's Background and Power Electronics Journey00:29 Introduction to 800V DC Architecture and Its Significance02:19 Why 800V? Economics, Semiconductor Ratings, and EV Influence04:47 Physics and Economics Driving the 800V Revolution08:27 DG Matrix's Multi-Port SST and Its Value Proposition11:33 Design Challenges and Innovations in Multi-Port SSTs13:53 Current State and Adoption of 800V DC in Data Centers17:51 Future Data Center Architectures and Power Density Trends22:08 Adoption Curve and Market Penetration of 800V DC26:34 Risks, Challenges, and Future Proofing of Data Centers30:36 Cybersecurity and Power System Resilience38:04 The Broader Impact of Power Innovations on Society
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Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
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