As AI workloads and hyperscale data centers drive unprecedented power demand, operators face mounting pressure to improve efficiency and reduce grid strain. High-voltage direct current (HVDC) distribution is emerging as a critical solution, and GlobalFoundries is enabling this transition with advanced GaN technology that enables high-density, high-efficiency power conversion. This perspective explores how GF’s semiconductor innovations will power the next generation of sustainable, large-scale data centers.
The rapid adoption of AI across consumer and commercial markets is driving unprecedented investment in high-performance computing and networking. As AI models scale and proliferate across diverse applications, demand for compute power keeps rising. To meet this need, the power consumption of heterogeneous processing units (XPUs) is projected to climb from today’s 1–1.5 kW to more than 5 kW by 2030 [1]. This surge in power requirements is driving demand for denser, more efficient power conversion solutions from the grid to the core.