Apparently Nvidia has quietly visited Korean power equipment companies, asking them to redesign data center infrastructure around 800V DC architecture.

That's an admission the centralized AI model has hit a physical wall, every new chip generation now drags a fresh substation retrofit somewhere in the stack.
Global data centers already run at 12 to 18 percent utilization. Crypto mining farms have powerful GPUs sitting idle since the Ethereum merge. Consumer gaming rigs with 4090s sit unused on desks all day.
The compute shortage is a distribution problem masked as physics. You cannot retrofit your way out when demand doubles every 3.4 months.