SemiAnalysis
An independent semiconductor and data-center research firm whose cost models, teardowns, and GPU-cloud ratings are widely used as industry reference points.
Current numbers
~87%SemiAnalysis’s modeled SST/800 VDC architecture; compare with Chapter 4.1’s separate assumed AC ledger
NEC 2029 (code); UL listing pending800 VDC code and listing timeline: full code support targets NEC 2029, and no data-center SST had completed UL certification as of May 2026 (SemiAnalysis)
~15–17 W800G DSP pluggable module power (DR4 / 2×FR4), SemiAnalysis January 2026