High-Voltage Stopgap Could Help Save the AI Data Center Buildout
Barron's says the shift of data centers to 800V DC will start with sidecar units, a change that could benefit electrical equipment makers.
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what happened
Barron's describes the sidecar as a stopgap for data centers built on former industrial sites. The unit sits next to servers and converts 480V AC into 800V DC. Electronic circuit breakers in the device act much faster than mechanical ones, which reduces the risks of running direct current.
Citing BofA Securities, the publication says data center spending could reach $2.1 trillion by 2028, up from close to $1 trillion this year. Companies including Vertiv, Eaton and Schneider Electric are named as likely beneficiaries. The author expects native 800V DC main feeds to replace sidecars only after roughly a decade.
why it matters
For markets, the piece suggests demand for power and cooling equipment tied to AI infrastructure could stay strong for longer than some expect. Shares of makers that depend heavily on data centers are sensitive to forecasts like this one.
market impact
Data center equipment makers: rising AI infrastructure spending supports demand for power and cooling gear
- Vertiv shares pressure up — higher data center spending increases demand for its equipment
- Eaton and Schneider Electric shares pressure up — AI infrastructure investment expands the market for power equipment
tags
instruments
sources
- The High-Voltage Stopgap That Could Save the AI Buildout — Barrons.com, 28 October 2026 at 07:45 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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