EngineeringDell'Oro Group|March 23, 2026
Dell'Oro Group's analyst commentary from GTC 2026 captures a shift: NVIDIA's conference expanded from chip launches to full-stack data center architecture.
- Jensen Huang's keynote covered "every single layer of the five-layer cake of artificial intelligence, from land, power and shell to chips"
- DCPI market hit $10.9 billion in Q4 2025, a 20% year-over-year increase
- The era of uniform rack architectures is over. NVIDIA introduced multiple Vera Rubin configurations: NVL72, CPX, CPU-only, and LPX with Groq accelerators
- 800 VDC dominated vendor discussions. Delta, TI, and STMicroelectronics led announcements
- Multi-megawatt CDUs represent a generational leap. Some are DC-capable for direct 800V connections
- Key vendors unveiled co-designed solutions: Eaton (Beam Rubin DSX), Schneider Electric, Vertiv, and Trane Technologies







