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Sector Signals

Research Notes

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

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13 results — theme: Data Center Power Clear filter

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

Transformer Lead Times in Data Centers

Why transformer lead times delay AI data-center energization: custom production, dedicated materials, global demand, and grid queues.

Data Center Powertransformergrid

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 Cooling

A quick guide to direct liquid cooling(DLC), single-phase immersion cooling, and two-phase immersion cooling for high-density data centers.

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

onsemi: full-range GaN push

onsemi's GaNEXUS pairs 650V GaN with GlobalFoundries and 40-200V GaN with Innoscience, with H1 2026 samples for AI data-center power.

Data Center PowerGaNonsemi

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

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