ABB to develop next-generation AI data centers with NVIDIA
MWN-AI** Summary
On October 13, 2025, ABB announced a pivotal collaboration with NVIDIA aimed at developing next-generation AI data centers. This partnership is focused on creating innovative power solutions designed for future gigawatt-scale data centers to address the escalating power requirements of artificial intelligence (AI) workloads. As global demand for data centers is projected to surge from 80 GW in 2024 to approximately 220 GW by 2030, with AI tasks anticipated to drive 70% of this growth, the need for advanced power distribution technologies has never been more critical.
ABB plans to leverage its expertise in direct current (DC) and solid-state electronics to support NVIDIA’s introduction of an 800 VDC power architecture for 1 megawatt server racks. This architecture aims to combine medium voltage (MV) uninterruptible power supply (UPS) systems with DC power distribution, utilizing solid-state power electronics for optimized energy efficiency and performance.
Giampiero Frisio, President of ABB Electrification, emphasized that their commitment to developing key technologies in electrification is essential for evolving data centers to meet AI’s rising power demands. Innovations like ABB’s HiPerGuard and SACE Infinitus have played a vital role, providing solid-state UPS solutions and circuit breakers designed to enhance power density and efficiency in AI environments.
Together, ABB and NVIDIA are positioned to lead the industry toward 800-volt architectures, streamlining power distribution for high-density AI infrastructure. This collaboration exemplifies ABB’s broader goal of harnessing engineering and digitalization expertise to create sustainable, efficient systems that propel industries forward. Their initiatives reflect a commitment to innovation in a rapidly evolving data center sector, making them a key player in the electrification and automation landscape.
MWN-AI** Analysis
ABB’s recent collaboration with NVIDIA to develop innovative power solutions for next-generation AI data centers marks a strategic business move that highlights the growing demand for efficient power distribution in the burgeoning AI sector. As the global data center demand is projected to surge from 80 GW in 2024 to around 220 GW by 2030—with AI workloads accounting for a substantial 70% of that increase—ABB is poised to play a pivotal role in this transformation.
Investors should consider ABB as a potential beneficiary of this trend, given its cutting-edge innovations in direct current (DC) and solid-state electronics. The introduction of the 800 VDC power architecture for megawatt server racks signifies a substantial leap in energy efficiency and scalability. As ABB’s President Giampiero Frisio noted, the company’s investment in advanced uninterruptible power supplies (UPS) and intelligent power distribution systems positions it as a leader in meeting the demands of future data centers.
The partnership also reflects a broader industry shift towards sustainable energy solutions, making ABB an appealing option for socially conscious investors. With its commitment to electrification and automation, and approximately 40% of its research directed toward critical data center technologies, ABB is well-prepared to cater to the evolving requirements of AI workloads.
Moreover, ABB’s advancements, such as the HiPerGuard solid-state MV UPS and the SACE Infinitus circuit breaker, showcase practical applications of its research and development efforts. As the data center market continues to expand, ABB’s role as a technology leader positions it for potential revenue growth and market share increase.
Investors should watch ABB closely for signs of increased adoption of its technologies in the expanding AI landscape. The company's strategic collaborations and technological innovations suggest robust future performance as the demand for high-efficiency data centers continues to grow.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
- Collaboration will create new power solutions for future gigawatt-scale data centers
- Growing power needs of artificial intelligence (AI) workloads require new, advanced power distribution technologies and architecture
- ABB’s expertise in cutting-edge direct current (DC) and solid-state electronics will support 800 VDC architecture announced by NVIDIA
ABB announced today that it is accelerating the development of gigawatt-scale next-generation data centers in collaboration with NVIDIA. Innovation will focus on the development and deployment of cutting-edge power solutions needed to create high-efficiency, scalable power delivery for future AI workloads. The research and development projects will support NVIDIA’s planned introduction of 800 VDC power architecture for 1 megawatt server racks.
Delivering this level of power efficiently requires major advancements in power distribution technologies and architecture. Future data center power architectures will combine a medium voltage (MV) uninterruptible power supply (UPS) with direct current (DC) power distribution to the server room using solid-state power electronics devices.
“ABB is leading the development of the key new power distribution technologies that will create the next generation of data centers. We have been an early investor in the cutting-edge UPS, DC and solid-state electronics that will enable data centers to stay ahead of AI’s growing power demands,” said Giampiero Frisio, President, ABB Electrification. “This collaboration supporting the development of 800 VDC architectures for future data centers is one of the many ways we are engaging with the data center community to serve the needs of this dynamic market.”
Global data center demand is forecast to rise from 80 GW in 2024 to reach around 220GW by 2030, with capital expenditure projected to exceed $1 trillion (Source: Dell ’Oro Group). AI workloads are expected to account for around 70 percent of this growth.
"As AI demands continue to grow around the world, data centers require new approaches to power distribution that improve efficiency and simplify designs,” said Dion Harris, senior director, HPC, Cloud and AI Infrastructure, NVIDIA. “Through our collaboration, NVIDIA and ABB are supporting the industry in advancing toward 800 volt architectures that will enable the high-density AI infrastructure needed to fuel the next generation of AI."
ABB’s portfolio for data centers encompasses intelligent power distribution systems, backup power solutions, digital monitoring, and other essential technologies that ensure continuous operations and optimize energy use for AI servers. Approximately 40% of ABB’s scientific research in electrification is in areas critical to next gen data centers, such as electrical architectures, protection devices, DC distribution and cooling.
Recent ABB innovations that support the data center industry include ABB’s HiPerGuard , the world’s first solid-state MV UPS. HiPerGuard solutions help AI data centers increase their power density and energy efficiency in a smaller footprint. ABB’s SACE Infinitus is the world's first IEC-certified solid-state circuit breaker and is designed to provide the speed and controllability needed to make direct current distribution viable.
ABB is a global technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. By connecting its engineering and digitalization expertise, ABB helps industries run at high performance, while becoming more efficient, productive and sustainable so they outperform. At ABB, we call this ‘Engineered to Outrun’. The company has over 140 years of history and around 110,000 employees worldwide. ABB’s shares are listed on the SIX Swiss Exchange (ABBN) and Nasdaq Stockholm (ABB). www.abb.com
Attachment
Sheela PawarABB Electrificationsheela.pawar@ch.abb.comElizabeth LubbenABB Electrification, U.S.elizabeth.lubben@us.abb.com
FAQ**
How is ABB Ltd. ABLZF leveraging its expertise in direct current and solid-state electronics to develop the new 800 VDC architecture for high-density AI workloads in collaboration with NVIDIA?
What specific advancements in power distribution technologies does ABB Ltd. ABLZF expect to implement to meet the forecasted global data center demand growth from 80 GW in 20to 2GW by 2030?
Can you elaborate on ABB Ltd. ABLZF's recent innovations, such as the HiPerGuard MV UPS and SACE Infinitus circuit breaker, and their role in enhancing the efficiency and scalability of future data centers?
What are the projected capital expenditures ABB Ltd. ABLZF expects to see in the data center sector as AI workloads drive demand, particularly with the anticipated growth of AI accounting for 70% of this increase?
**MWN-AI FAQ is based on asking OpenAI questions about ABB Ltd. (OTC: ABLZF).
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