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News

PJM's Grid Rules for AI Data-Center Large Loads

PJM, one of the largest US grid operators, is building rules to reliably connect large loads such as AI data centers. It announced an integration plan in January 2026 and, on February 27, filed at FERC to extend the capacity-auction price collar and expedite interconnection. It offers bring-your-own-generation and an expedited track. We map this new phase of grid constraints with primary sources.

Data Center Powerdatacenter-powerPJM

News

Power Integrations Hits Industry-First 2200V GaN

Power Integrations announced on August 5, 2026 the industry's first 2200V-rated PowiGaN technology. Target applications span AI data center 1500V distribution, EV auxiliary power, and solar inverters — moving GaN into voltage territory long dominated by SiC.

Power SemiconductorsGaNPowiGaN

News

Nextpower Completes Zigor Power Deal

Nextpower completed its acquisition of Zigor's power conversion business and Apex Power's assets on July 30, 2026. It plans to ramp US manufacturing across multiple sites, starting deliveries in early 2027 and targeting over 10GW online within 12 months.

Power SemiconductorsNextpowerZigor

Practical Guide

800VDC Rollout: Vertiv, Foxconn Lead the Way

NVIDIA's 800VDC rollout timeline: Vertiv ships products in H2 2026, Foxconn leads deployment at its Kaohsiung K-1 site, and Kyber racks ship in 2027.

Data Center Power800VDCdata center

News

DOE transmission study: data centers redraw the grid map

DOE has published a draft 2026 National Transmission Needs Study that identifies data centers, manufacturing expansion, and large industrial loads as key causes of transmission constraints. U.S. data-center electricity use is projected to rise from 176TWh, or 4.4% of total power, in 2023 to 325–580TWh and as much as 12% by 2028. This article maps a grid bottleneck that is becoming as material as semiconductors.

Data Center PowerDOEtransmission

News

STMicroelectronics Q2 2026: double-digit SiC growth and DC upside

STMicroelectronics reported Q2 2026 revenue of USD 3.49 billion, up 26% year on year, with a 34.8% gross margin. It expects double-digit SiC revenue growth in 2026, supported by the move from 6-inch to 8-inch wafers, and raised its AI data-center targets to over USD 1 billion in 2026 and over USD 2 billion in 2027. Q3 guidance is USD 3.70 billion and Q4 is expected to exceed USD 4 billion.

Power SemiconductorsSTMicroelectronicsSiC

News

SiC solid-state transformers: AIDC deployment begins

SiC solid-state transformers (SSTs) have entered the commercial stage. Weiguang Energy has shipped more than 100 SSTs and secured over 40GW of capacity across two sites. Delta has announced an SST delivering MW-class power in 1m² with more than 50% space savings, while Eaton offers its 2.5MW MV SST 2.0. This article reviews the move to direct conversion from medium voltage to 800VDC using primary information.

Power SemiconductorsSiCsolid-state transformer

News

AI compute now hinges on power: from FLOPS to MW

AI supercomputing is shifting from performance in FLOPS to power and efficiency. TOP500 leader LineShine reached 2.198 EF at 42.2 MW with a CPU-only design, while Microsoft Fairwater points to distributed AI superfactories. Primary data shows the move from FLOPS to megawatts.

Data Center Powerdata centerAI

News

New York: pause on new DCs above 50MW

On July 14, 2026, New York issued the first U.S. pause on state environmental permits for new hyperscale data centers above 50MW, for up to one year. About 12GW of data-center load is queued at NYISO. The previous day, Meta announced an expansion of Hyperion to 5GW and more than USD 50 billion. This article examines a U.S. market where regulation and expansion now proceed at once.

Data Center Powerdata centerregulation

Practical Guide

Liquid cooling operating requirements

As liquid cooling becomes a baseline for AI servers, designers need operational requirements, not just cooling-method selection. This article reviews TCS loop pressure of 140-450kPa, ASHRAE coolant classes W1-W5, IEC 62368-1 leak testing, and sensor requirements.

Data Center Powerliquid coolingdata center

Practical Guide

NERC and AI large-load grid rules

NERC has identified computing loads, including data centers, crypto assets, and hydrogen electrolysis, as posing reliability issues distinct from conventional industrial loads. With 50MW blocks changing in 250ms and standards planned by end-2026, thresholds, requirements, and timing are becoming central to site strategy.

Data Center PowerNERClarge load

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 vs 400V vs 800V DC for AI Racks

Compare 48V, +/-400V, and 800V DC for AI data-center racks by current, losses, power density, OCP direction, and procurement risk.

Data Center Power800VDCpower architecture

Practical Guide

Data Center Transformers: 120-Week Lead Times Explained

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

800V DC Data-Center Power: Pros and Cons

Quick evaluation guide to 800V DC power for AI data centers: efficiency gains, fewer PSUs, density benefits, DC protection, and sourcing risks.

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

800V DC Power Shift for AI Data Centers

800V DC power for AI data centers: NVIDIA's 1MW-rack roadmap, up to 5% efficiency gains, DC protection hurdles, and supplier timing.

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