NVIDIA Feynman GPUs to Drive Power Semi Content to $191,000 by 2028
NVIDIA's upcoming Feynman GPUs, launching in 2028, will increase power semiconductor content to $191,000, a 17-fold rise over Blackwell. With the shift to 800V DC architectures, the industry is adapting to meet the growing power demands of AI datacenters.
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NVIDIA's Feynman GPUs are set to launch in 2028, with power semiconductor content projected to reach $191,000, marking a 17x increase from the Blackwell generation. Following the release of the Rubin GPUs later this year, which will raise power costs to over $33,000, the evolution of NVIDIA's AI rack solutions indicates significant increases in power requirements.
The transition to 800V DC architectures will eliminate bottlenecks and reduce copper usage, enhancing infrastructure scalability. The first implementation of 800VDC will occur in the Kyber racks in 2027, featuring the Rubin Ultra GPU family. This shift will prompt VRM makers and power providers to increase production to accommodate the anticipated demand in next-gen data centers.
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