Meta Platforms is set to become the first major cloud service provider to implement a high-voltage direct current (HVDC) energy system in its data centers, with deployment expected as early as the first quarter of next year. This move is a direct response to the rapidly increasing power density required by artificial intelligence (AI) data centers. The initiative aims to meet the surging power demands more efficiently. Market researcher TrendForce reported that other tech giants, including Google, Amazon Web Services, and Microsoft, are expected to follow suit, with Google likely making its move in the second half of 2026. The adoption of HVDC architecture, which features a simpler design for easier expansion, is crucial as high-power server racks are projected to require 1 megawatt or more in the future. This transition will also benefit Taiwanese power solution providers like Delta Electronics Inc and Lite-On Technology Corp.