Discover the latest innovations, partnerships, and industry insights shaping the future of power infrastructure technology.
Entrepreneur and investor who built digital infrastructure platforms across every major change in the data center industry, from colocation to hyperscale, modular design and liquid cooling, will help DG Matrix build the power fabric for the AI data center. MORRISVILLE, N.C.--(BUSINESS WIRE) -- DG Matrix, the global leader in solid-state transformer solutions, today announced the appointment of Anthony Wanger, a digital infrastructure entrepreneur, executive and investor, as its first Executive Chairman. Wanger will work alongside CEO Haroon Inam and the company’s board, engineering, solutions and commercial teams as DG Matrix builds the power fabric for the Intelligence Age, the software- and AI-driven control layer that manages every watt flowing from the utility service through on-site generation, storage and power conversion and protection into the GPU. Wanger’s career is distinguished by the early identification of structural shifts in technology infrastructure and the building of platforms to capitalize on them. For more than two decades, he has developed global digital infrastructure businesses, generating billions of dollars in value for institutional investors. He is the Founder and CEO of Regnaw Capital, LLC, a family office investing in digital infrastructure and growth-stage technology markets. He has established a consistent record of market leadership at each major inflection point in digital infrastructure. In 1999, well in advance of enterprise colocation emerging as a mainstream asset class, he developed a vacant Phoenix industrial property into a carrier-grade colocation and telecommunications platform that was acquired by Digital Realty Trust for $180 million in 2006. In 2007, he co-founded IO Data Centers, where, as founder and president, he directed the company’s expansion across North America, Europe and Asia, pioneering high-efficiency, high-density data center design that anticipated the power density and thermal management requirements now defining modern AI infrastructure. Wanger identified the shift toward modular infrastructure early, co-founding BASELAYER as one of the first companies to commercialize prefabricated, modular data center technology, which was acquired by IE Corp. in 2021. From 2021 to 2024, he served as an Industry Advisor and Co-Investor with Kohlberg Kravis Roberts & Co. L.P. (“KKR”), contributing to several significant digital infrastructure transactions, including the multi-billion-dollar take-private of CyrusOne. Having identified liquid cooling as an emerging constraint at the intersection of AI scaling and data center power density, he was instrumental in KKR’s 2023 acquisition of CoolIT Systems, where, as Executive Board Member and Special Advisor, he helped reposition and scale the business into the hyperscale market. That process culminated in CoolIT’s pending acquisition by Ecolab, Inc. “Anthony has been years ahead of the market at every turn, from carrier-grade colocation to hyperscale, modular data centers and liquid cooling, and he has the rare ability to see where digital infrastructure is going and build the platforms that get it there,” said Haroon Inam, CEO of DG Matrix. “He understands, better than almost anyone, why 800 VDC and intelligent power conversion now sit at the center of every AI buildout, and why speed to power is speed to inference. Having Anthony as our Executive Chairman will sharpen how we build, deliver and service our solid-state transformer solutions, and accelerate our path to becoming the power fabric of the Intelligence industry.” Wanger joins as the data center industry confronts a fundamental transition in how power is delivered to compute. NVIDIA’s product roadmap and rising chip energy density are driving the transition to 800 VDC architectures, which are required to support next-generation systems such as Vera Rubin. DG Matrix’s AI-enabled Interport™ platform is built for this transition: collapsing multi-stage power conversion into a single, software-defined stage, absorbing GPU pulse loads, and actively controlling every watt flowing between the grid, on-site generation, storage, UPS and compute loads. DG Matrix operates the largest solid-state transformer engineering team of any company in the world, giving the platform a multi-year lead on SST hardware, firmware and AI-driven control software. “Innovation always comes from outside the industry, and what DG Matrix has built is a change of kind, not degree. It changes how power is routed to microprocessors,” said Anthony Wanger. “I was searching for the next great opportunity defined by scale and shortage, and DG Matrix is where power direction and routing are going.” The Executive Chairman appointment was assisted by Salamone Partners, a sector-specialist executive consulting firm focused on the leadership shaping the energy transition and next-generation infrastructure. The firm partners with venture-backed innovators, infrastructure investors and public companies to recruit executives and board leaders for companies at critical stages of growth and commercialization. About DG Matrix DG Matrix has commercialized the world’s first multi-port solid-state transformer to solve the most urgent challenges in deploying power infrastructure for AI datacenters and electrification. Its AI-enabled Interport™ platform acts as the intelligent power fabric of the data center, enabling faster deployment, lower energy costs, and software-controlled integration of all energy sources and loads — at scale, anywhere in the world. Learn more at https://www.dgmatrix.com/.
Three-decade mission-critical infrastructure leader, co-founder of EYP Mission Critical Facilities, and 2024 Data Center World Lifetime Achievement Award recipient will help DG Matrix build the intelligent power fabric for the AI data center, enabling the 800-VDC transition. RALEIGH-DURHAM, N.C., June 16, 2026. DG Matrix, the global leader in solid-state transformer solutions, today announced the appointment of Peter Gross, one of the foremost authorities on mission-critical and data center infrastructure, to its Executive Advisory Board. Gross will advise DG Matrix’s engineering, solutions, and commercial teams as the company builds the AI datadcenter intelligent power fabric: the AI-driven control layer that manages every watt flowing from a combination of utility + on-site generation and storage sources to IT loads. Gross has spent more than three decades at the forefront of mission-critical information, communication, and infrastructure design. He is currently Managing Partner of PMG Associates, a consulting and advisory firm, and until 2019 led the Mission Critical Systems group at Bloom Energy, a leading manufacturer of solid oxide fuel cells. Earlier, he co-founded and served as CEO of EYP Mission Critical Facilities, a premier data center design and engineering firm acquired by Hewlett-Packard in 2008, where he went on to lead HP’s Consulting Services focused on carbon, power, and critical facilities. A recognized thought leader in high-reliability design, power quality, energy systems and sustainability, Gross is a co-inventor on patents covering modular, prefabricated FlexDC systems, direct current power distribution topologies for data centers, and fuel-cell-based data center architectures. A Senior Member of the IEEE and a Registered Professional Engineer, he contributed to IEEE Standard 3006.7-2013 for determining the reliability of 24/7 power systems. His honors include the 2024 Data Center World Lifetime Achievement Award, the 2010 Data Center Dynamics “Outstanding Contribution to the Industry” Award, and induction into the Infrastructure Masons Hall of Fame. “Peter has shaped how the world’s most demanding data centers are designed, powered, and operated for the better part of three decades,” said Haroon Inam, CEO of DG Matrix. “He understands, better than anyone, why AI has fundamentally changed the data center and why on-site generation, grid support, and intelligent power conversion now sit at the center of every buildout. Having him on our Executive Advisory Board will sharpen how we build, deliver, and service our solid-state transformer solutions and will accelerate our path to becoming the intelligent power fabric of the industry.” Gross’s recent work has centered on the shift from AI training to inference and what it demands of digital infrastructure. Inference workloads require far higher availability, sit closer to urban load centers, and run in smaller, often co-located facilities where power can swing from full load to near zero in milliseconds. DG Matrix’s AI-enabled Interport™ platform is built to manage exactly these conditions: collapsing multi-stage power conversion into a single, software-defined stage, absorbing GPU pulse loads, and integrating on-site generation, storage and batteries into the load. Its multi-port converter can also inject reactive power back into the grid when load swings threaten to collapse grid voltage, giving operators a tool for demand response and frequency support. DG Matrix operates the largest solid-state transformer engineering team of any company in the world, giving the platform a multi-year lead on SST hardware, firmware and AI-driven control software. “For most of my career, data center power improved incrementally and nothing fundamental changed. AI changed that,” said Peter Gross. “Density has gone from a few kilowatts to as much as 500 kilowatts per cabinet, power fluctuations are severe, and on-site generation has become vital to how these facilities get built. DG Matrix has the ability to streamline the entire electrical topology, reduce footprint and cost, and protect both the load and the grid. I am convinced this technology will have a very significant impact on the industry, and that is why I am joining.” Gross serves as Chairman of Cato and sits on the boards of Aligned Data Centers, Edgevana, Apolo Cloud, Overwatch, and IDCA. He chairs the advisory councils of Vertiv and Bloom Energy and advises EnerSys, Lancium, Crusoe, VIER and Rehlko. He is an External Advisor to Bain & Company, a Master of Infrastructure Masons, and serves on the advisory boards of the UCLA Institute of the Environment and Sustainability and the Data Center Systems Engineering Board of Advisors at Southern Methodist University’s Lyle School of Engineering. As a member of the DG Matrix Executive Advisory Board, Gross will advise on platform and solutions strategy, on-site generation and grid integration, and deployment architectures for AI data center developers. His appointment continues a series of Executive Advisory Board appointments and comes as DG Matrix accelerates pilot deployments of its AI-enabled Interport platform with hyperscale, neocloud and colocation customers worldwide. About DG Matrix DG Matrix has commercialized the world’s first multi-port solid-state transformer to solve the most urgent challenges in deploying power infrastructure for AI datacenters and electrification. Its AI-enabled Interport™ platform acts as the intelligent power fabric of the data center, enabling faster deployment, lower energy costs, and software-controlled integration of all energy sources and loads, at scale, anywhere in the world. Learn more at https://www.dgmatrix.com/.
Solid State Transformers Could Reshape AI Infrastructure VC Firms Pour $280 Million Into Startups Heron Power, DG Matrix and Amperesand Three companies building next-generation power conversion technology have raised a combined $280 million in the past year, while another has been acquired by a major power vendor. These deals anticipate that the solid-state transformer (SST) will play a key role in the next phase of the AI buildout. The transformer, a device whose core design dates to the 19th century, is giving way to software-defined power electronics that are purpose-built for the AI era. The SST is emerging as a critical piece of the transition to 800 VDC power distribution, the architecture that NVIDIA and its partners are driving for next- generation AI infrastructure. SSTs also have the potential to help address “speed to power” for AI data center campuses, which face delays in the transformer supply chain. The numbers tell part of the story: Heron Power closed a $140 million Series B in February 2026, co-led by Andreessen Horowitzʼs American Dynamism Fund and Breakthrough Energy Ventures. DG Matrix closed a $60 million Series A the same month, led by Engine Ventures with participation from Mitsubishi Heavy Industries, ABB, and others, bringing total capital raised to over $100 million. Amperesand raised an $80 million Series A in November 2025, co-led by Walden Catalyst Ventures and Temasek, targeting 30 megawatts of commercial deployments in 2026. Eaton completed its acquisition of Austin-based Resilient Power Systems in August 2025, bringing medium-voltage SST technology into one of the worldʼs largest power management companies. Meanwhile, two other public companies, Enphase Energy and SolarEdge, have recently launched SST offerings specifically targeting AI data centers. The common thread: the traditional transformer cannot keep pace with the speed, density, and power scale that AI infrastructure now demands. “The transformer hasnʼt fundamentally changed in 100-plus years,” said Haroon Inam, Founder & CEO, DG Matrix. “Copper or aluminum windings around a steel core, likely oil-filled, built for a single purpose. That works when a server rack pulls 5 kilowatts and a workload is predictable. “It doesnʼt work when a single NVIDIA MGX rack demands 600 kilowatts, swings from idle to full load in microseconds, and sits behind a grid interconnection queue thatʼs three to five years long.” For the data center sector, SSTs are an emerging technology currently moving from the lab and pilot work into prototypes and first commercial offerings. Broad deployment will require operator comfort at data-center scale. But the AI boom offers a compelling opportunity for SST specialists, and investors and equipment vendors are paying full attention. Hereʼs a deep dive into SSTs and the leading companies and supporting players in the STT ecosystem. Why Solid-State Transformers Matter A solid-state transformer (SST) replaces traditional windings and cores with power semiconductors, primarily silicon carbide (SiC) or gallium nitride (GaN) devices, and software-defined control logic. The SST converts voltage like a conventional transformer, but also routes power from multiple sources simultaneously, responds to load changes in milliseconds, integrates battery backup without separate UPS hardware, and provides real-time grid stabilization. The physical difference is significant. SST-based systems can reduce electrical equipment footprint by 70 to 80 percent, eliminating layers of switchgear, distribution transformers, and UPS systems that a conventional data center power chain requires. By supporting multiple ports, they are also ideal for microgrid integrations that combine generation sources. “Too much of todayʼs electrical infrastructure is passive, clunky equipment designed decades ago,” said Drew Baglino, Founder and CEO of Heron Power. “We need new, more capable solutions to keep pace with accelerating energy demand and the rapid growth of gigascale compute.” Addressing Data Center Bottlenecks The data center power problem has two distinct layers. The first is speed to power. Utility power constraints are creating lengthy grid interconnection timelines, while lead times for medium- and high-voltage transformers can now run 18 to 36 months. SSTs can address this directly by collapsing procurement and installation timelines, and in some architectures can connect directly to medium-voltage distribution grids without a traditional transformer layer. The second is density: getting power to the rack efficiently once it arrives. AI workloads have pushed rack power requirements past 100 kilowatts (kWs), with NVIDIAʼs Rubin Ultra platform targeting up to 600 kilowatts per rack. The conventional 54-volt DC in-rack distribution architecture hits hard physical limits at those densities. AI training loads add a third wrinkle: a GPU cluster can swing from idle to full power in seconds. SSTs with integrated energy storage absorb those load spikes at the rack level, protecting both the facilityʼs internal distribution and the wider grid.The data center power problem has two distinct layers. The first is speed to power. Utility power constraints are creating lengthy grid interconnection timelines, while lead times for medium- and high-voltage transformers can now run 18 to 36 months. SSTs can address this directly by collapsing procurement and installation timelines, and in some architectures can connect directly to medium-voltage distribution grids without a traditional transformer layer. The second is density: getting power to the rack efficiently once it arrives. AI workloads have pushed rack power requirements past 100 kilowatts (kWs), with NVIDIAʼs Rubin Ultra platform targeting up to 600 kilowatts per rack. The conventional 54-volt DC in-rack distribution architecture hits hard physical limits at those densities. AI training loads add a third wrinkle: a GPU cluster can swing from idle to full power in seconds. SSTs with integrated energy storage absorb those load spikes at the rack level, protecting both the facilityʼs internal distribution and the wider grid. The 800 VDC Transition NVIDIA is working with more than 20 AI infrastructure providers, including CoreWeave, Lambda, Nebius, and Oracle Cloud Infrastructure, to design data centers built around 800-volt direct current power distribution, or 800 VDC. The target platform is NVIDIAʼs Rubin Ultra GPU generation, expected in 2027, which will support rack densities up to 600 kilowatts. Todayʼs AI clusters run at roughly 120 kilowatts per rack. Moving to 800 VDC eliminates most of the intermediate conversion steps in the power chain, with NVIDIA projecting up to a 5 percent improvement in end-to-end power efficiency, a 70 percent reduction in maintenance costs from fewer power supply unit failures, and a meaningful reduction in cooling load by eliminating AC/DC conversion hardware inside the racks. “800 VDC fixes the architecture, not just the voltage,” said Inam of DG Matrix. “By taking the data center to DC at the row, or ideally at the building, operators eliminate the rectifier-inverter conversion step entirely. NVIDIAʼs MGX reference design recognizes this, which is why they are standardizing 800 VDC across the ecosystem. The end goal is achieving 34.5kV AC to 800V DC power conversion, creating a simplified pathway from grid to rack, with native per-rack 800V DC outputs aligned to industry reference designs. That single-step conversion from medium-voltage grid power to rack-ready 800 VDC is the architectural move outlined in NVIDIAʼs blueprint. “As data centers approach gigawatt-scale campuses built around megawatt AI compute racks, they are rightfully taking inspiration from mature gigascale DC technologies like energy storage and solar,” said Baglino of Heron Power. “Direct 34.5kV AC to 800V DC conversion is the efficient, streamlined, scalable power architecture that global leaders in AI need to achieve their goals.” That said, NVIDIA has noted that deploying 800 VDC at the facility level introduces new challenges in safety, standards, and workforce training, and that the transition will occur in phases. The first phase of the 800 VDC transition is expected to feature “sidecar” racks installed alongside compute racks, enabling denser GPU and CPU racks while separating out power components for 800 VDC conversion. Full-scale production is tied to the 2027 Kyber rack rollout, and the neoclouds optimizing for NVIDIAʼs AI factory designs are likely to move first. The SST Data Center Ecosystem Hereʼs a look at the leading companies developing SSTs and the supporting ecosystem. NOTE: We will discuss some public companies in this section. The information provided here is for informational and educational purposes only, and does not constitute investment advice or any other professional advice. Please consult with a professional for specific advice tailored to your situation. DG Matrix DG Matrix is the pacesetter in productizing solid-state transformers for data center use. It has developed the Interport SST platform, which routes power from multiple sources simultaneously to multiple loads at differing voltages. The company says the Interport platform is “purpose-built” to integrate with the NVIDIA MGX modular rack architecture to deliver 800 VDC to GPU racks. DG Matrix has also conducted a yearlong program of testing energy storage solutions for dynamic GPU load response in collaboration with NVIDIA. “This is a pivotal moment for the industry,” said Inam. “Our multi-port capability enables integrated behind-the-meter power aggregation from multiple AC and DC sources along with simultaneous AC and DC outputs, offering a future-proofed platform today.” Three partnerships reinforce the companyʼs commercial momentum. DG Matrix just announced a strategic partnership with modular developer InfraPartners, which will pair its prefabricated data centers with the DG Matrix Interport 360 to create a “grid-to-rack” power management solution. Exowatt, the renewable energy startup backed by a16z and Sam Altman, selected Interport as its preferred power conversion platform for gigawatt-scale solar data center builds. See our podcast episode with Exowatt for more on its technology. DG Matrix PowerSecure has formed a strategic collaboration with DG Matrix for AI data center and electrification deployments. DG Matrix has installed a working pilot at Exowatt, and says it is shipping production units for other customers for multiple use cases. “We are working with hyperscalers, energy companies, and industrial customers across North America and globally, with multiple gigawatt-class data centers in the pipeline,” said Inam. The company recently got a vote of confidence from data center pioneer Christian Belady, who joined as an advisor. “AI has rewritten the power requirements of a data center,” said Belady. “DG Matrix has built the first commercially available multi-port solid-state transformer by collapsing the data center electrical system of discrete devices into a single device … That is the kind of architectural shift the industry needs.” The company is a privately-held, VC-backed startup. Investors in DG Matrix include ABB, which is also a legacy transformer incumbent, another signal that established power players are engaging with SST innovation. Heron Power Heron Power was founded by Baglino, former SVP of Powertrain and Energy at Tesla, where he led development of the Powerwall and Megapack and the buildout of a 50 GWh battery factory. That manufacturing scale-up experience is directly relevant to what Heron is attempting: not just a new product, but a new product category at industrial volume. Heron Link converts medium-voltage AC, including 34.5 kV distribution, directly to 800 VDC in a single conversion step, natively compatible with NVIDIA's 800 VDC rack architecture. Each unit handles up to 4.2 megawatts and includes integrated battery storage that can eliminate the need for separate UPS systems. NVIDIA has recognized Heron as a data center power system provider within its Open Innovation Ecosystem. Heron recently shared its blueprint for 800 VDC data centers outlining its strategy for supporting Kyber racks. “At Heron we are manifesting an alternative future, where modern power electronics enable projects to come online faster, the grid to operate more reliably, and scale affordably,” said Baglino. The companyʼs $140 million Series B funding provides resources for building a 40 GW per year U.S. manufacturing facility. Internal field demonstrations are expected mid- 2026, with partner installations in early 2027 and manufacturing ramp through 2028. Amperesand Amperesand was spun out of Singaporeʼs Nanyang Technological University and Temasekʼs Xora Innovation following years of SiC power electronics research, and has built a leadership team with deep experience in large-scale power systems. The company initially focused on decarbonization for ports and industrial customers, but says it also is targeting the huge market for data center power infrastructure. Its medium voltage SST platform consolidates medium-voltage transformers, switchgear, and UPS systems into a single factory-built product. The companyʼs oversubscribed $80 million Series A closed with new investors including Industry Ventures, Acclimate Ventures, and SG Growth Capital alongside continuing backers. First commercial units are being delivered this year to the Port of Singapore in collaboration with PSA International, and the company says it has multiple pilots with undisclosed hyperscale AI data center operators. Eaton / Resilient Power Systems Eatonʼs acquisition of Resilient Power Systems, completed in August 2025, brings institutional manufacturing scale and a global field service organization to medium- voltage SST technology. Resilientʼs initial product connected EV charging depots directly to distribution grids. Data centers are the next application. “Resilientʼs innovative technology, offering high density electrical power in a smaller footprint than comparable solutions,” said Heath Monesmith, President and COO of Eatonʼs Electrical Sector. “We are excited for the opportunity to scale this next- generation medium voltage solid-state transformer technology for growing global markets like data center and energy storage.” Eatonʼs Q2 2025 investor materials described the Resilient acquisition as strengthening its power distribution offering for data centers and called SST technology “a critical building block in future high-power AI data center designs.” What Eaton (NYSE:ETN) brings is what the startups lack: customer relationships with utilities and large enterprises, and manufacturing scale. Enphase Energy The most recent major entrant is Enphase Energy. On April 28, the residential solar microinverter leader announced development of the IQ Solid-State Transformer, saying it was purpose-built for AI data centers. The IQ SST deploys a “supercluster” of 342 intelligent power modules, which use GaN switching rather than SiC. The system converts medium-voltage AC directly to 800 VDC or ±400 VDC in a single stage, with 98.5 percent targeted efficiency and 99.999 percent availability through distributed redundancy. “AI is changing how power must be delivered to compute infrastructure,” said Badri Kothandaraman, President and CEO of Enphase (Nasdaq: ENPH). “For two decades, Enphase has built distributed, semiconductor- and software-defined power conversion systems at scale. As AI racks move toward 800 VDC architectures and megawatt-scale densities, we see a large opportunity to apply this expertise to data center power infrastructure.” The companyʼs timeline calls for full system demonstrations in late 2026, customer pilots in 2027, and volume shipments in 2028. SolarEdge Technologies In November 2025 SolarEdge announced a collaboration with Infineon Technologies to develop a modular 2 to 5 MW SST for AI and hyperscale data centers. The joint development targets greater than 99 percent conversion efficiency and direct medium-voltage to 800 to 1500 VDC conversion, combining SolarEdgeʼs DC architecture expertise with Infineonʼs SiC switching technology. “The AI revolution is redefining power infrastructure,” said Shuki Nir, CEO of SolarEdge (Nasdaq:SEDG). “Collaborating with Infineon brings world-class semiconductor innovation to our efforts to build smarter, more efficient energy systems for the AI era.” SolarEdge followed in March 2026 with a published roadmap report arguing that legacy AC-based data center power systems may soon be unable to support accelerating compute density. The company has begun engaging with potential customers but has not specified commercial timelines. For more on SolarEdge, hereʼs our Data Center Richness podcast episode with Dafna Granot, the Senior Manager for Strategy & Innovation at SolarEdge. Delta Electronics Delta Electronics has the most tangible proof point in the field: a production SST deployment in an operating AI data center. In February 2026, Deltaʼs SST system went live at a Chindata Group hyperscale campus in North China, installed for internet platform company Meituan. Delta says its SST system employs a modular design, with a single power cabinet delivering up to 1 MW while occupying just one square meter, offering a 50% space savings compared with conventional solutions. Deltaʼs system uses proprietary solid insulation technology and SiC power conversion to deliver multi-level DC outputs of 240V, 400V, and 800V. Meituan, Chindata, and Delta jointly conducted technical research and development and ultimately decided to deploy Deltaʼs indoor-type SST system. “During the process of implementing innovation, we faced multiple challenges,” said Xin-Ping Ye, Product Marketing Director of the ICT Infrastructure Department, Delta GreenTech China, who said the teams “custom-engineered an intelligent power-delivery architecture featuring high power density and multi-voltage outputs.” At NVIDIA GTC in March 2026, Delta also showcased 800 VDC in-row power racks developed in collaboration with NVIDIA. Hitachi, Siemens, Schneider Electric,Vertiv Hitachi Energy, Siemens, Schneider Electric and Vertiv all maintain active SST research programs targeting data centers, though none has announced a commercially available product. All four companies are partners in NVIDIAʼs Omniverse DSX initiative and are expected to be players in the 800 VDC transition. It remains to be seen whether these companies will offer their own solution, partner, or follow Eatonʼs strategy and enter the SST market through acquisition. Vertiv and Schneider each have a long history of acquiring promising providers in data center infrastructure. The Semiconductor Layer Conventional power electronics run on silicon. Solid-state transformers depend instead on wide-bandgap (WBG) materials, principally silicon carbide (SiC), with gallium nitride (GaN) in a growing supporting role. “Bandgap” refers to the energy required to push electrons into conduction. As a wide-bandgap material, SiC handles higher voltages, higher temperatures, and faster switching than traditional silicon. That matters because faster switching at higher frequencies lets SST designs shrink their magnetic components and shed heat, with lower switching and conduction losses. In practice, SiC tends to carry the medium-voltage front end where utility power first enters, while GaN is strongest in the lower-voltage, high-frequency conversion stages closer to the load. For power-semiconductor makers, the business opportunity is supplying the medium- and high-voltage SiC (and GaN) that make SSTs and the wider HVDC chain viable. Their approaches diverge: some sell devices into third-party SST integrators, others push a flagship high-voltage part as the enabling technology, and all anchor their positioning to NVIDIA's roadmap. Semiconductor Providers for SSTs Infineon Technologies is a global leader in power semiconductors. Its CoolSiC line anchors a portfolio that spans silicon, silicon carbide, and gallium nitride. Infineonʼs strategy is to be the default component and subsystem supplier sitting underneath multiple competing SST designs. In March 2026 it partnered with DG Matrix, which will source the latest SiC for its Interport platform. It is also working with SolarEdge on a modular 2-to-5 MW SST building block, targeting greater than 99% efficiency for 800 VDC data centers. In September 2025 it signed an agreement with ROHM to collaborate on SiC products used in AI data centers. Navitas Semiconductor (Nasdaq:NVTS) is a wide-bandgap power specialist built on GaNFast gallium nitride and GeneSiC silicon carbide. Navitas holds the most visible customer endorsement in the SST value chain, having been named a collaborator on NVIDIA's 800V HVDC architecture for the Kyber racks powering Rubin Ultra GPUs. Navitas supplies high-voltage SiC for the grid-to-800V conversion stage, including SSTs, and GaN for downstream rack delivery, and positions itself as an enabler embedded in NVIDIA's roadmap rather than an SST integrator in its own right. Wolfspeed - This companyʼs role in the SST value chain rests on its high-voltage silicon carbide, headlined by the industry's first commercially available 10 kV SiC MOSFET aimed squarely at the medium-voltage grid interface that NVIDIA's 800 VDC vision depends on, now backed by new 3.3 kV modules. Having emerged from a 2025 Chapter 11 restructuring that cut debt by about 70%, it sells device leadership while rebuilding financial credibility with customers. This month Wolfspeed (NYSE:WOLF) launched a dedicated data center solutions team and regional office in the Bay Area. onsemi (ON Semiconductor, Nasdaq:ON) frames its role across the entire SST and HVDC chain, from substation conversion down to the processor, listing solid-state transformers explicitly among its targets and collaborating with NVIDIA on the 800 VDC transition on the strength of decades of silicon and EliteSiC. It aims to be a broad systems supplier across the chain rather than a single-stage SST specialist.
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End-to-end “grid-to-rack” solution accelerates time-to-compute and reduces deployment risk for next-generation AI workloads HOUSTON, Texas and MORRISVILLE, N.C., May 27, 2026 — InfraPartners , a leader in prefabricated, upgradeable AI data center solutions, and DG Matrix , a global pioneer in solid-state transformer solutions, today announced a strategic partnership to deliver an industry-first end-to-end AI infrastructure platform integrating AI Factory deployment with a globally-standardized, software-defined power architecture. The platform addresses one of the most critical constraints facing AI growth today: the ability to deploy power and infrastructure globally at the speed required to meet accelerating demand. By integrating InfraPartners RapidNode: a prefabricated, Upgradeable Data Center™, with DG Matrix’s Interport 360™, InfraPartners and DG Matrix enable a true “grid-to-rack” solution designed to accelerate time-to-compute and support evolving AI technologies and workload transitions. At a time when power availability and deployment timelines are limiting AI expansion, the platform enables operators to standardize deployments globally, reduce engineering and supply chain complexity, and reduce the risk of infrastructure obsolescence as GPU and power architectures rapidly evolve. “AI demand is not being constrained by access to compute, but by how quickly we can deliver the infrastructure to support it,” said Michalis Grigoratos, CEO of InfraPartners. “By integrating prefabricated AI Factory deployment with DG Matrix’s software-configurable power fabric, we are removing one of the biggest bottlenecks in the market. This partnership creates a faster, more flexible path to AI compute, enabling our customers to scale with confidence while protecting long-term infrastructure investments.” DG Matrix’s Interport 360™ introduces the world’s fastest, most flexible approach to data center power infrastructure. The standardized power platform can be deployed in any location, with any power sources, for any data center architecture. Software-defined functionality optimizes power and compute in real time to optimize token outputs and energy costs alongside grid interactivity to accelerate interconnection. Designed to support both AC and DC architectures, including emerging 800-VDC standards, the platform enables operators to transition between architecture standards without costly redesigns. Combined with InfraPartners’ Upgradeable Data Center™ architecture, the result is a future-ready system that evolves alongside AI technology cycles. “Power infrastructure must become as adaptable as the compute it supports,” said Haroon Inam, CEO of DG Matrix. “Our partnership with InfraPartners brings together two complementary innovations to deliver a fully integrated platform that is configurable, scalable, and globally deployable. Together, we are enabling AI operators to overcome power constraints, reduce deployment risk, and unlock new levels of performance and efficiency.” InfraPartners and DG Matrix have also released an executive white paper titled, ‘ The First End-to-End, AI-Ready Power + AI Factory Platform ’ detailing the architecture, deployment model, and economic impact of the platform. The integrated platform delivers a comprehensive set of capabilities, including prefabricated AI Factory infrastructure, native AC/DC-compatible power architecture, integrated energy management, and real-time optimization across power and compute workloads. By combining standardized design with software configurability, the solution reduces engineering complexity, shortens deployment timelines, and mitigates supply chain risk. About InfraPartners InfraPartners is a global leader in digital infrastructure, delivering scalable, future-proof data center solutions. The company’s standardized design process and offsite manufacturing offer greater schedule and cost certainty, plus rigorous quality control. InfraPartners collaborates with hyperscalers, colocation providers, GPU-as-a-Service (GPUaaS) providers, and government entities to design and deploy AI-ready data centers. For more information, visit https://infrapartners.llc . About DG Matrix DG Matrix has commercialized the world’s first multi-port solid-state transformer to solve the most urgent challenges in deploying power infrastructure for AI data centers and electrification. Its standardized Interport platform enables faster deployment, lower energy costs, and flexible integration of all energy sources and loads—at scale, anywhere in the world.
Power availability and AI Factory deployment speed have become the critical constraints on AI growth. Multi-year grid interconnection queues1, combined with traditional field-built data center construction timelines, have created a structural bottleneck at an inflection point where AI infrastructure demand accelerates. Even the most well-capitalized hyperscalers and AI operators are increasingly constrained not by access to compute, but by the ability to deliver power and infrastructure fast enough to fulfill demand. As Jensen Huang, CEO of NVIDIA has put it, “every single data center in the future is going to be power-limited, and your revenue is limited if your power is limited2.”
Read the full coverage: https://www.edn.com/power-electronics-evolve-to-maximize-efficiency/
Four-decade data center pioneer, inventor on more than 160 patents, and member of the U.S. National Academy of Engineering will help DG Matrix build the intelligent power fabric for the AI data center. RALEIGH-DURHAM, N.C. -- DG Matrix, the global leader in solid-state transformer solutions, today announced the appointment of Christian Belady, one of the most influential figures in the modern data center industry, to its newly formed Executive Advisory Board. Belady will also serve as a personal advisor to DG Matrix CEO Haroon Inam and work directly with the company’s engineering, solutions and commercial teams as DG Matrix builds the intelligent power fabric for the AI data center — the software- and AI-driven control layer that manages every watt flowing from the utility service through on-site generation, storage and power conversion & protection into the GPU. Belady has spent more than four decades in the data center industry and is an inventor on more than 160 patents. He spent 16 years at Microsoft, where he served as a Distinguished Engineer. In 2023, he retired from Microsoft after 16 years as Vice President and Distinguished Engineer of Data Center Research and Development in the company’s Cloud Infrastructure Organization where he pioneered innovations in data center cooling and on-site power generation. For a decade prior, he led worldwide data center development across site selection, energy, engineering, construction and operations. Belady originated the Power Usage Effectiveness (PUE) metric while at Hewlett Packard — a metric that has defined how the industry measures data center efficiency for two decades. He later co-authored Water Usage Effectiveness (WUE) and Carbon Usage Effectiveness (CUE) with The Green Grid, and has shaped standards work at ASHRAE and other industry bodies. His contributions have materially improved global data center energy efficiency over the past 20 years. “Christian wrote the rulebook for how modern data centers are designed, sited and measured,” said Haroon Inam, CEO of DG Matrix. “He has been warning the industry for years that power is the binding constraint on cloud and AI growth, and that data centers need a power intelligence layer to match AI compute. Having him on our Executive Advisory Board and at my side as a personal advisor will sharpen how we build, deliver and service our solid-state transformer (SST) solutions — and accelerate our path to becoming the intelligent power fabric of the industry.” Belady’s recent work has centered on the intersection of AI infrastructure, grid interconnection and the power fabric inside the data center — how power is converted, routed, controlled and delivered from the utility service to the GPU. DG Matrix’s AI-enabled Interport™ platform is built to become that fabric: collapsing multi-stage power conversion into a single, software-defined stage, absorbing GPU pulse loads, and actively controlling every watt flowing between the grid, on-site generation, storage, UPS and compute loads. DG Matrix also operates the largest solid-state transformer engineering team of any company in the world, giving the platform a multi-year lead on SST hardware, firmware and AI-driven control software. “AI has rewritten the power requirements of a data center,” said Christian Belady. “Speed to inference is now speed to power. DG Matrix has built the first commercially available multi-port solid-state transformer by collapsing the data center electrical system of discrete devices into a single device just as semiconductor integrated circuits did with transistors, capacitors and resistors in the 1960s enabling hardware into a software- and AI-driven control layer for the data center power. That is the kind of architectural shift the industry needs, and it is why I am joining. I want to help this team transform data center design and delivery to energize in months rather than years… if not sooner!” Since leaving Microsoft, Belady has served as an advisor and board member to several of the most prominent firms in digital infrastructure. He was recently elected to the U.S. National Academy of Engineering, one of the highest professional distinctions an engineer can receive. His industry recognitions include the 2017 DataCloud “Data Center Thought Leadership” Award, the iMasons “2020 Industry Luminary” Award, the 2023 Interglobix Titans List, the 2024 Northern Virginia Technology Council Data Center Icon Award, and the 2025 Data Center World Lifetime Achievement Award. As a member of the DG Matrix Executive Advisory Board, Belady will advise on platform and solutions strategy, customer engagement and modular deployment architectures for AI data center developers. His appointment is the first in a series of planned Executive Advisory Board appointments and comes as DG Matrix accelerates deployments of its AI-enabled Interport™ platform with hyperscale, neocloud and colocation customers worldwide. About DG Matrix DG Matrix has commercialized the world’s first multi-port solid-state transformer to solve the most urgent challenges in deploying power infrastructure for AI data centers and electrification. Its AI-enabled Interport platform acts as the intelligent power fabric of the data center, enabling faster deployment, lower energy costs, and softwarecontrolled integration of all energy sources and loads — at scale, anywhere in the world. Learn more at https://www.dgmatrix.com
Artificial intelligence (AI) has permanently altered the constraints of data-center infrastructure. For decades, compute density and networking throughput dictated capital allocation. Today, power delivery defines scale. AI workloads introduce extreme rack densities, synchronized load ramps, and sustained near-maximum utilization. At the same time, grid expansion remains constrained by transmission congestion, transformer backlogs, and multi-year permitting cycles. Compute can be installed in months. Grid capacity often requires years.
Artificial intelligence (AI) is reshaping data-center economics faster than any prior compute cycle. While compute performance continues to advance rapidly, power delivery has emerged as the dominant constraint on scale, efficiency, and time to deployment. NVIDIA’s move toward 800-volt direct current (800-VDC) at the rack reflects this reality and signals a structural shift in how AI data centers are designed. The financial implications are significant. Transitioning from legacy 48-V architectures to 800-VDC reduces GPU total cost of ownership by approximately 30%, driven by large reductions in copper losses, cooling overhead, maintenance costs, and electrical inefficiency. Historically, data-center economics follow Jevons’ Paradox, where cost reductions drive proportional increases in demand. As a result, a 30% reduction in cost per unit of intelligence is likely to produce 30% or greater incremental GPU spend, materially increasing NVIDIA’s revenue base.
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