800 VDC Data Center Power Architecture Market to Reach USD 59.76 Billion by 2034 as AI Racks Outgrow AC Power

What happened: Polaris Market Research projects the global 800 VDC data center power architecture market will grow from USD 16.24 billion in 2025 to USD 59.76 billion by 2034, as AI racks outgrow AC power. Key numbers: USD 16.24 billion in 2025; USD 59.76 billion by 2034; 15.6% CAGR from 2026 to 2034; brownfield retrofits 58.36% of deployments in 2025; North America led Why it matters: Operators are expected to start with sidecar racks in existing facilities before native 800 VDC revenue begins around 2029, and the analyst says vendors whose equipment works across every phase will win. Market: +0.8% today ($316.62), +0.5% YTD, 0.4x vol — as of 15:32 UTC

Polaris Market Research projects the global 800 VDC data center power architecture market will grow from USD 16.24 billion in 2025 to USD 59.76 billion by 2034, as AI racks outgrow AC power.

Operators are expected to start with sidecar racks in existing facilities before native 800 VDC revenue begins around 2029, and the analyst says vendors whose equipment works across every phase will win. Market: +0.8% today ($316.62), +0.5% YTD, 0.4x vol — as of 15:32 UTC