STMicroelectronics expands 800 VDC AI datacenter power conversion portfolio with new 12V and 6V architectures in collaboration with NVIDIA
MWN-AI** Summary
STMicroelectronics has enhanced its 800 VDC power conversion portfolio with the introduction of new 12V and 6V architectures, developed in collaboration with NVIDIA. Announced during the NVIDIA GTC 2026, this expansion complements STMicroelectronics’ previously established 800 VDC to 50V solution, thereby offering a comprehensive range of power conversion stages suited for gigawatt-scale data centers.
The advancements in these new architectures align with the industry's shift towards higher voltage data center designs, which promise improved energy efficiency, reduced power losses, and scalable infrastructure for AI compute workloads and hyperscalers. Marco Cassis, President of STMicroelectronics’ Analog, Power & Discrete group, emphasized that the demand for greater voltage distribution and compute density in AI-driven environments necessitates system-level innovations tailored to various server configurations.
The newly introduced 800 VDC to 12V converter allows direct high-efficiency power distribution from rack-level supplies to advanced AI accelerators, eliminating the need for traditional intermediate stages. Meanwhile, the 800 VDC to 6V conversion pathway brings power delivery closer to GPUs, minimizing resistive losses and enhancing performance during rapid load transitions, a critical aspect for AI training clusters.
These solutions reflect STMicroelectronics’ integrated approach, leveraging its expertise across power semiconductors, analog technologies, and microcontrollers to create high-performance, energy-efficient systems. As a leader in semiconductor technologies, STMicroelectronics is committed to sustainable practices, aiming for carbon neutrality and a full transition to renewable energy sources by 2027. This strategic expansion highlights the company's dedication to supporting the evolving needs of AI infrastructure in data centers worldwide.
MWN-AI** Analysis
STMicroelectronics (NYSE: STM) has made a significant advancement in its 800 VDC power conversion portfolio by introducing new converters aimed at optimizing AI data centers. This expansion enhances their existing capabilities into 12V and 6V architectures, developed in collaboration with NVIDIA, and is designed to facilitate higher energy efficiency and power density required by modern AI infrastructures.
For investors considering STMicroelectronics, this growth presents multiple opportunities. Firstly, the partnership with NVIDIA aligns STMicroelectronics with a leading player in AI technology, bolstering its credibility and market position in the burgeoning AI sector. As computational needs escalate within datacenters, these innovations position ST to capitalize on the demand for energy-efficient solutions—particularly critical as companies aim for sustainable tech.
The new architectures allow for direct high-voltage conversion, effectively reducing the number of conversion stages. This simplification decreases resistive losses and copper usage, which is essential for high-performance graphics processing units (GPUs) in AI applications. Industry analysts expect that as AI and machine learning continue their explosive growth, power management solutions will become a vital component for data centers striving for efficiency and reduced operational costs.
Furthermore, the market’s transition toward 800 VDC infrastructures indicates a trend within hyperscalers and large compute facilities. As such, STMicroelectronics' holistic portfolio covers a spectrum of voltage requirements (50V, 12V, and 6V), catering to diverse server architectures and needs. This versatility enhances ST's position as an integrated solution provider.
In summary, STMicroelectronics appears well-positioned for growth, driven by its innovative power management solutions that meet the future demands of the AI landscape. Investors may consider ST as a compelling option, advocating for better performance and sustainability as digital and AI infrastructure continues to evolve.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
STMicroelectronics expands 800 VDC AI datacenter power conversion portfolio with new 12V and 6V architectures in collaboration with NVIDIA
- 12V, 6V solutions complement ST’s existing 800 VDC to 50V stage solution and are highlighted during NVIDIA GTC 2026
- ST now provides a complete portfolio for the 800 VDC power distribution inside gigawatt-scale compute infrastructure
- Solutions leverage ST power, analog and mixed-signal with custom design at both chip and package levels
Geneva, Switzerland — March 17, 2026 — STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today announced the expansion of its 800 VDC power conversion portfolio with two new advanced architectures: 800 VDC to 12V and 800 VDC to 6V. Developed according to the NVIDIA 800 VDC reference design, these new power conversion stages complement the previously introduced 800 VDC to 50V solution. The rapidly emerging 800 VDC data center architecture enables higher energy efficiency, reduces power losses, and supports more scalable, high compute density, infrastructure for hyperscalers and AI compute.
“As AI infrastructure compute scale continues to expand fast, it requires higher voltage distribution and greater density, which can only be achieved with system-level innovation for each of the different AI server form factors,” said Marco Cassis, President, Analog, Power & Discrete, MEMS and Sensors Group Head of STMicroelectronics’ Strategy, System Research and Applications, Innovation Office at STMicroelectronics. “With these new converters for 800 VDC power distribution, ST brings a complete set of solutions to support the deployment of gigawatt-scale compute infrastructure with more efficient, scalable, and sustainable power architectures.”
A complete 800 VDC ecosystem for the different AI server form factors
The expansion to 12V and 6V output stages reflects the industry move toward different server architectures requiring different power delivery topologies depending on GPU generation, server height, form factor, and thermal envelope for large-scale training clusters, inference farms, and high-density AI infrastructures. The 50V, 12V, and 6V intermediate DC buses will all coexist in AI data centers depending on rack density, GPU configuration, and cooling strategy.
The new 800 VDC to 12V converter enables high-efficiency distribution from rack-level power shelves directly to the voltage domains that feed advanced AI accelerators.
The new 800 VDC to 6V path allows OEMs to reduce the number of conversion stages and move the 6V bus closer to the GPU. This reduces copper usage, minimizes resistive losses, and improves transient performance, a critical differentiator for large-scale training clusters.
Back in October 2025, STMicroelectronics introduced a fully integrated prototype power?delivery system showcasing a compact GaN?based LLC converter operating directly from 800 V at 1 MHz with over 98% efficiency and exceptional power density in a smartphone?sized footprint exceeding 2,600 W/in³ at 50 V.
The three solutions combine ST technologies across power semiconductors (silicon, SiC, GaN), analog and mixed-signal, and microcontrollers.
Technical highlights of the new 12V and 6V architectures
Direct 800 VDC to 12V high-efficiency conversion:
- Eliminates the traditional 54V intermediate stage, reducing conversion steps and system-level losses.
- Enables higher rack-level efficiency, lower copper usage, and simplified integration for future GPU generations.
- Includes newly developed high-density power delivery board (PDB) achieving efficiency targets exceeding the sum of previous two-stage conversion paths.
800 VDC to 6V architecture for GPU-nearing conversion:
- Is designed for system builders who require power stages closer to the GPU, minimizing IR drop and improving response under fast load transients.
- Completes the topology portfolio for servers with ultra dense GPU configurations.
Additional technical information at https://blog.st.com/800-v-hvdc-data-center/
About STMicroelectronics
At ST, we are 48,000 creators and makers of semiconductor technologies mastering the semiconductor supply chain with state-of-the-art manufacturing facilities. An integrated device manufacturer, we work with more than 200,000 customers and thousands of partners to design and build products, solutions, and ecosystems that address their challenges and opportunities, and the need to support a more sustainable world. Our technologies enable smarter mobility, more efficient power and energy management, and the wide-scale deployment of cloud-connected autonomous things. We are on track to be carbon neutral in all direct and indirect emissions (scopes 1 and 2), product transportation, business travel, and employee commuting emissions (our scope 3 focus), and to achieve our 100% renewable electricity sourcing goal by the end of 2027. Further information can be found at www.st.com.
For further information, please contact:
INVESTOR RELATIONS
Jérôme Ramel
EVP Corporate Development & Integrated External Communication
Tel: +41 22 929 59 20
jerome.ramel@st.com
MEDIA RELATIONS
Alexis Breton
Group VP Corporate External Communications
Tel: +33 6 59 16 79 08
alexis.breton@st.com
Attachments
- T4766D -- Mar 17 2026 -- ST expands 800 VDC AI datacenter power conversion _FINAL FOR PUBLICATION
- ST expands 800 VDC AI datacenter power conversion portfolio
FAQ**
How does the expansion of STMicroelectronics STMEF's 800 VDC to 12V and 6V architectures enhance energy efficiency in AI data centers?
In what ways does STMicroelectronics STMEF's collaboration with NVIDIA influence the design and performance of the new power conversion solutions?
Can STMicroelectronics STMEF discuss the expected impact of integrating these 800 VDC solutions on the scalability and density of next-generation AI compute infrastructures?
What advantages do the new 800 VDC to 12V and 6V converters provide in terms of thermal management and system-level losses compared to traditional power conversion stages?
**MWN-AI FAQ is based on asking OpenAI questions about Stmicroelectronics (OTC: STMEF).
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