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Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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News

FERC Starts DC Large-Load Reform

FERC issued a large-load interconnection ANOPR in October 2025 and plans action by June 2026 after reviewing more than 3,500 pages of comments. PJM summer peak demand is projected to rise 70GW over 15 years.

Data Center Powergrid interconnectiondata center

Practical Guide

DC Metrics: PUE and WUE

A guide to data center efficiency metrics: The Green Grid's PUE, WUE, Partial PUE, waste heat reuse, and the xUE family including PUE/WUE/CUE.

Data Center PowerPUEWUE

Practical Guide

48V/400V/800V DC Power Compared

Compare in-rack 48V DC with +/-400V and 800V DC(HVDC), covering current, losses, power density, OCP, and NVIDIA's roadmap.

Data Center Power800VDCpower architecture

Practical Guide

Why Data Center Transformers Take So Long

Primary sources explain why transformer lead times delay AI data-center energization. Large transformer lead times doubled from about 50 weeks in 2021 to an average 120 weeks in 2024, prices rose 80%, and one U.S. manufacturer disclosed a five-year wait for new orders. CISA, DOE, and NERC show the three barriers: custom production, interconnection queues, and new large-load rules.

Data Center Powertransformergrid interconnection

Practical Guide

Data centers: 800V DC pros and cons

A quick guide to 800V DC power for AI data centers: up to 5% efficiency gain, fewer PSUs, higher density, and DC protection hurdles.

Data Center Power800VDCdata center

Feature

Data centers: energy-system integration

AI data centers are adding onsite generation, BESS, and demand response as grid-only power becomes constrained.

Data Center Powerdata centerenergy storage

Practical Guide

DLC vs. immersion: data-center liquid cooling

A quick guide to data-center liquid cooling, split into direct liquid cooling(DLC/direct-to-chip) and immersion cooling(single-phase and two-phase). It explains cold-plate local heat removal, dielectric immersion, applicability, maintenance differences, and selection criteria based on primary and academic sources.

Data Center Powerliquid coolingdata center

Feature

Liquid Cooling and Data-Center Power

As high-density AI racks shift toward liquid cooling, cooling choices reshape power supplies, SiC/GaN devices, Tj margins, and efficiency.

Data Center Powerliquid coolingdata center

Practical Guide

OCP Diablo: sidecar power racks

OCP's Diablo sidecar power-rack concept moves from in-rack 48V DC to ±400/800V DC to support 100kW to 1MW AI racks.

Data Center PowerOCP800VDC

Feature

AI data centers: 800V DC power shift

As AI racks head to 1MW, NVIDIA's 800V DC shift can improve efficiency up to 5%, while raising insulation and DC protection hurdles.

Data Center Powerdata center800VDC

Feature

Data centers: transformer and grid bottlenecks

AI data-center bottlenecks are moving to power infrastructure. EPRI projects 9-17% of U.S. electricity by 2030 and up to 10 years to energization.

Data Center Powerdata centergrid

News

Microchip: 3.3kV SiC Module HV-D3 Announced

Microchip announced the 3.3kV SiC power module 'HV-D3 mSiC' on May 26, 2026. With 6kV isolation, it can cut the number of series devices by about half versus lower-voltage SiC for 13.8kV and 34.5kV grid connections, covering 100-300A for AI data center solid-state transformers (SSTs).

Power SemiconductorsMicrochipSiC

News

Toshiba: 1200V SiC MOSFET TW007D120E with Enhanced FOM

Toshiba Device & Storage commenced test sample shipments of its 1200V trench-gate SiC MOSFET 'TW007D120E' on May 20, 2026. The device achieves approximately 52% improvement in the figure of merit Rds(on)×Qgd compared to current products, with the company targeting adoption in AI data center power supplies and renewable energy equipment.

Power SemiconductorsToshibaSiC MOSFET

News

AI Data Centers: Recovery Signs in onsemi/Infineon Q1-Q2

Common trends from onsemi Q1 2026 and Infineon Q2 FY2026 earnings. As power demand for AI data centers expands rapidly, automotive applications remain in recovery. A breakdown of the two-axis structural shift that design and procurement teams should understand.

Data Center PoweronsemiInfineon

News

Infineon: FY2026 Q2 Growth Driven by AI, GaN, and SiC

Raising full-year guidance is a decision semiconductor manufacturers handle with care. In an industry repeatedly caught off guard by inventory corrections and demand misreads, an upward revision to the outlook ripples not just through share prices but across the entire supply chain. Here is the context behind Infineon Technologies making that call in its FY2026 Q2 earnings report.

Power SemiconductorsInfineonGaN

News

AI Data Center Power Devices 2026: SiC/GaN UPS & PSU Demand

Generative-AI data centers are driving SiC/GaN UPS and PSU adoption as efficiency rules tighten. 2026 power-device demand trends and what they mean.

Data Center PowerData CenterPower Semiconductors

Feature

AI Data Centers: High-Density Power Design for 100kW Racks

Power consumption for a single rack of servers running GPT-4 has surged from an average of 10-15kW in 2020 to over 100kW for racks equipped with the latest AI accelerators, with NVIDIA H100-dense racks approaching 70kW individually, and further increases anticipated with the next-generation Blackwell architecture.

Data Center PowerAI serverdata center

Feature

Are IGBTs Still Relevant in the Age of SiC and GaN Silicon?

The long-heralded transition of power in the power conversion market is underway, with the SiC power device global market projected for rapid expansion towards the 2030s, and GaN adoption broadening from home appliances to data center power supplies. This raises the question about Silicon IGBTs...

Power SemiconductorsIGBTSiC

Feature

Power Semi Majors: Investment Strategies for SiC, GaN, IGBT

As multiple demand waves surge simultaneously—including the shift in EV inverter dominance, pressure for higher efficiency in industrial equipment, and soaring power density in data centers—major semiconductor manufacturers face critical choices regarding where to invest, defend, and divest among SiC, GaN, and IGBT technologies.

Power SemiconductorsGaNIGBT