Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas
With increasing power comes more challenges that need to be solved. In particular, higher power leads to disproportionately greater transmission and conversion losses: which is power that is being wasted. With electricity costs being one of the largest expenses in the datacenter, reducing power loss is vital to improving TCO. As a result, we are now seeing power delivery networks at the rack level down to the chip level being re-architected to address this in power-hungry compute workloads such as AI training and inferencing.