摘要：随着大模型训练需求激增，AI数据中心的电力瓶颈日益凸显。据Gartner预测，2027年全球AI数据中心年耗电量将达500TWh，较2024年翻倍，电力成本占比超40%。英伟达CEO黄仁勋指出，传统54V供电架构在单机柜功率突破200kW时已触及物理极限——铜
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AI算力爆发催生电力革命
随着大模型训练需求激增，AI数据中心的电力瓶颈日益凸显。据Gartner预测，2027年全球AI数据中心年耗电量将达500TWh，较2024年翻倍，电力成本占比超40%。英伟达CEO黄仁勋指出，传统54V供电架构在单机柜功率突破200kW时已触及物理极限——铜缆重量激增、转换效率低下、空间占用过高，成为制约AI算力跃升的关键障碍。 为此，英伟达启动“电力大革命”，计划2027年将数据中心电压从54V升级至800V高压直流（HVDC）。这一变革可提升端到端能效5%，减少铜缆用量45%，并支持单机柜功率密度突破600kW，为兆瓦级AI算力中心铺路。英诺赛科跻身英伟达供应链
在英伟达公布的18家核心合作伙伴中，台系厂商台达电、光宝凭借电源模块技术入选电力组件供应商，与伊顿、施耐德等共同构建800V基础设施。芯片领域则由英飞凌、德州仪器等国际大厂主导，而中国厂商英诺赛科的突围标志着中国在第三代半导体领域已具备话语权。 据悉，英诺赛科可提供的全链路氮化镓（GaN）解决方案，如今凭借三大优势成为800V架构的理想载体：高压适配性：禁带宽度达硅材料的3倍，可在800V环境下稳定运行；能效跃升：电子迁移率提升3倍，转换效率突破98%；空间优化：器件体积仅为硅基方案的1/5，助力机房面积缩减40%。英诺赛科的IDM模式（自主8英寸GaN-on-Si产线、95%良率）进一步巩固了其竞争力。合作消息公布后，其股价两日暴涨61%，市值突破515亿港元，反映市场对GaN技术前景的看好。
专利暗战与生态博弈仍在持续
尽管技术领先，英诺赛科正面临国际巨头的专利围剿。8月1日，英飞凌在德国胜诉，禁止英诺赛科在德销售涉诉GaN产品；此前EPC也在美国ITC发起专利诉讼。对此，英诺赛科通过加速专利布局反击——截至2024年，其全球授权专利达422项，并与意法半导体达成联合开发协议，强化技术护城河。 分析师认为，随着 800V 架构的逐步落地与推广，英诺赛科有望进一步引领中国电子产业在全球半导体市场中实现突破，助力中国在全球科技竞争格局中占据更为有利的地位。Breaking Through the Patent Siege: Chinese GaN Giant Enters NVIDIA's Inner CircleAI Computing Boom Sparks Power Revolution
The explosive growth in AI computing has brought power bottlenecks in data centers into sharp relief. According to Gartner, by 2027, global AI data centers will consume 500 TWh of electricity annually—double that of 2024—with power costs exceeding 40% of total expenses. NVIDIA CEO Jensen Huang has pointed out that traditional 54V power architectures are hitting physical limits as single-rack power demands surpass 200 kW. Challenges such as excessive copper cable weight, low conversion efficiency, and high space occupancy have become critical barriers to advancing AI computing power. To address this, NVIDIA has launched a "Power Revolution," planning to upgrade data center voltage from 54V to 800V high-voltage direct current (HVDC) by 2027. This shift is expected to improve end-to-end energy efficiency by 5%, reduce copper usage by 45%, and enable single-rack power density to exceed 600 kW, paving the way for megawatt-scale AI computing centers.Innoscience Joins NVIDIA’s Supply Chain
Among NVIDIA’s 18 core partners, Taiwanese firms Delta Electronics and Lite-On have been selected as power component suppliers for their power module expertise, joining Eaton and Schneider Electric in building 800V infrastructure. The semiconductor segment is dominated by global giants like Infineon and Texas Instruments, but the inclusion of Chinese company Innoscience marks China’s rising influence in the third-generation semiconductor sector. Innoscience provides a full-range gallium nitride (GaN) solution, now recognized as an ideal fit for 800V architecture due to three key advantages:High-Voltage Compatibility: With a bandgap three times wider than silicon, GaN can operate stably under 800V conditions.Efficiency Leap: Electron mobility is three times higher, achieving conversion efficiency beyond 98%.Space Optimization: Device size is just 1/5 of silicon-based solutions, helping reduce data center footprint by 40%.Innoscience’s IDM model (with its own 8-inch GaN-on-Si production line and 95% yield rate) further strengthens its competitiveness. Following the partnership announcement, its stock surged 61% in two days, pushing its market cap to HK$51.5 billion, reflecting strong market confidence in GaN technology.
Ongoing Patent Battles and Ecosystem Struggles
Despite its technological edge, Innoscience faces patent challenges from global rivals. On August 1, Infineon won a lawsuit in Germany, banning Innoscience from selling certain GaN products in the country. Earlier, EPC also filed a patent complaint with the U.S. ITC. In response, Innoscience is accelerating its patent strategy—boasting 422 global patents by 2024—and has signed a joint development agreement with STMicroelectronics to reinforce its technological defenses. Analysts believe that as 800V architecture gains traction, Innoscience could further solidify China’s position in the global semiconductor market, helping the country secure a stronger foothold in the tech competition landscape.来源：与非网
