News & Media

Key Insights from Peter Sopher, Chief Financial Officer (CFO)

Why Solid-State Transformers are Finally Ready for Scale

For years, solid-state transformers (SSTs) have been seen as a game-changing technology—always “five years away,” but never quite ready for deployment. The promise has been clear: compact, reduced weight, intelligent power systems that deliver higher efficiency, programmable control, and seamless integration of distributed energy. SSTs offer a smart, standardized hardware platform that enables software-like configurability for global deployments in any market. Until now, technical limitations, high component costs, and uncertain market signals kept SSTs in the realm of research and pilot projects. That’s changed. And DG Matrix is the team bringing SSTs to commercialization. Here’s why the timing, technology, and customer value have finally aligned—and why solid-state transformers are ready to reshape the energy landscape. Market Timing: Infrastructure Under Pressure The world’s energy demands are surging, and traditional infrastructure can’t keep up. From AI datacenters demanding gigawatts of power to the electrification of fleets, buildings, and industrial sites, the grid doesn't have the flexibility to deliver in the required timeframe. These trends aren’t speculative—they’re happening now, and they’re accelerating. Legacy infrastructure solutions are too slow, too bulky, and too inflexible to meet the demands of today’s energy transition. Utilities and enterprises alike are looking for solutions that can deploy faster, operate more efficiently, and scale globally. SSTs, once seen as a next-decade technology, are now a this-decade necessity enabling a plug-and-play micro-utility that can be co-located with load centers. And the market is finally ready.

The Power Operating System — From One-Off Projects to a Programmable Platform

Power projects are often built as rigid, one-off stacks of transformers, rectifiers, switchgear, uninterruptible power supply (UPS) systems, and controls—unable to keep pace with AI-era demand. A better model is a power operating system: standardized hardware with software-defined adaptability that deploys quickly, evolves over time, and transforms distributed energy resources (DERs) into a controllable, revenue-generating fleet. DG Matrix drives this shift—“not just a product, a platform”—anchored in a multi-port solid-state transformer (SST). Definition of a Power Operating System A “Power Operating System” combines three layers: A Scalable System Architecture: One platform spans multiple use cases—electric vehicle (EV) hubs, buildings, microgrids, and especially AI-data centers—so teams can standardize designs, processes, and spares globally. A Software Layer: Features like dynamic-power sharing, demand-charge mitigation, time-of-use (TOU) optimization, and grid services are activated and evolved in software—the “App Store” model for energy. Value grows after installation as new functions roll out. A Universal Power Engine: The DG Matrix InterportTM platform is an SST that natively aggregates multiple alternating current (AC) and direct current (DC) sources and loads in a single device, with bi-directional, grid-forming and grid-following capabilities, with galvanic isolation and programmable ports. This consolidation collapses many discrete boxes into one controllable platform. From Projects to Standardized Solutions The bottleneck is no longer graphics processing units (GPUs) but rather grid upgrades that take years. DG Matrix solves this by delivering modular, behind-the-meter capacity—integrating on-site sources, storage, and load—to avoid upstream upgrades and cut timelines from years to months. DG Matrix packages this as a data center-ready stack: Interport Flex Series: the site’s “power computer,” orchestrating grid, solar, fuel cells, gensets, and mission-critical loads. Interport Cell-MV Series: brings medium-voltage to the rack to cut conversion steps and free white space. Conclusion The future of electrification—and AI-data-center power in particular—won’t be won by stacking more boxes. It will be won by standardized, software-defined power platforms that deploy quickly, evolve continuously, and turn edge assets into a coordinated, monetizable fleet. That’s what DG Matrix means by a power operating system—and why moving from one-off projects to a programmable platform is the decisive advantage in the AI decade.

The App Store Model for Energy: How DG Matrix is Building a Platform, Not Just a Product

For decades, energy infrastructure has been built the same way: piecemeal, project by project, one bespoke system at a time. Every new datacenter, building electrification project, or EV charging station requires re-engineering, re-permitting, and rebuilding from the ground up. That approach isn’t just slow—it’s unsustainable in a world electrifying at unprecedented speed and incapable of meeting the energy demands of today and the future. At DG Matrix, we believe it’s time for a radically new model. Not just a better product. Not just faster deployment. But a fundamentally different way to build power infrastructure. That model? Think of it like the App Store. From One-Off Projects to a Programmable Platform hardware platform powered by software. It replaced dozens of standalone products (GPS, camera, music player, etc.) with a single, programmable unit. The App Store turned it into a launchpad for endless applications, unlocking value that Apple—or anyone—couldn’t have imagined at the start. We’re doing the same for power infrastructure. InterportTM is a multi-port solid-state transformer (SST) platform—a compact, intelligent hardware platform that replaces an entire stack of traditional infrastructure: transformers, switchboards, rectifiers, inverters, control boxes, and more. But its true power lies in the software layer. With programmable control, on-device intelligence, and modular interfaces, the Interport SST platform can be configured like an operating system: Microgrid today From One-Off Projects to a Programmable Platform EV fleet depot tomorrow All on the same hardware. This isn’t just future-proofing—it’s future-building.

Speed and Scale: Powering the AI Datacenter Market

AI is growing faster than power can keep up. With hyperscalers and infrastructure developers racing to build the next-generation datacenters designed for AI workloads, the single biggest bottleneck isn’t chips—it’s electricity. New facilities are requesting hundreds of megawatts—even gigawatts. But utilities can’t deliver that kind of power on short timelines. Neither can traditional infrastructure providers. And relying on natural-gas turbines or diesel gen-sets isn’t sustainable—or scalable. DG Matrix is solving this problem. By deploying InterportTM SST platforms that deliver rapid power access, high-density performance, and global-standardization, we’re enabling AI datacenters to go live faster, scale more intelligently, and adapt to a volatile energy future. Speed to Power: Solving the Grid Bottleneck Permitting delays. Grid upgrades. Utility coordination nightmares. These are the biggest blockers for developers trying to bring AI capacity online. Most grid-tied power solutions require years of infrastructure development—far too slow for the pace of AI growth. DG Matrix solves this by enabling modular, behind-the-meter power delivery. Our systems reduce—or eliminate—the need for grid upgrades by integrating energy sources, storage, and loads at the site level—behind the utility meter. That means fewer permitting delays, faster installs, and greater deployment flexibility. With a programmable, all-in-one power platform, customers can turn multi-year timelines into months.

Energy Strategy is Business Strategy

AI datacenters, fleet electrification, and reshoring are driving electricity demand to levels the grid wasn’t built to handle. At the same time, extreme weather and aging infrastructure are increasing outage risk and volatility in energy costs. Energy has shifted from a back-of-house facilities decision to a C-suite priority tied directly to revenue protection, profitability, and the ability to seize new growth. In this environment, energy strategy is business strategy. Protecting Revenue with Energy Resiliency When power fails, revenue stops. In retail, outages translate immediately into lost transactions, spoiled inventory, and customer churn. In manufacturing, even sub-hour disruptions can scrap work-in-progress, damage equipment, and ripple through supply chains for days. Hospitals, logistics hubs, food storage, and data-driven operations face similar exposure—where downtime is not just costly but mission-critical. A modern resiliency strategy goes beyond a standby generator. Leading operators combine: On-site generation (solar, fuel cells, generators) for diversified supply that isn’t weather- or grid-dependent. Battery energy storage for instantaneous ride-through, peak-shaving, black-start capability, and load shaping. Programmable controls & EMS to prioritize critical loads, island when needed, and orchestrate sources/loads in real time. Segmented and tiered load design (critical, essential, deferrable) with pre-planned curtailment to extend uptime. Operational readiness (testing, drills, spares, fuel and parts logistics) and cyber/physical security measures that keep assets available when the grid is stressed. The objective is straightforward: convert grid risk into business continuity. Companies that can maintain operations during broader system stress protect revenue, brand trust, and contractual performance.

Energy OEMs Need a New Interface

The future of electrification is being shaped by complexity — and opportunity. The New Reality: A Connected, Complex Power Ecosystem Across the energy landscape, systems that once operated in isolation are now becoming deeply interconnected. AI datacenters, electrified fleets, industrial campuses, and renewable projects are transforming into multi-dimensional energy ecosystems, each with its own mix of sources, loads, and rapidly evolving requirements. This new reality is reshaping how power is designed, delivered, and managed. Electrification continues to expand across every sector. AI datacenters are driving gigawatt-scale load growth and pushing the limits of existing infrastructure. At the same time, power system architectures remain in flux. Competing standards for AC versus DC designs — and operating voltages ranging from 400 V to 800 V and even 1,500 V — create a market that’s dynamic, fragmented, and constantly shifting. For energy and energy storage OEMs — from fuel cells and generators to batteries and renewables — this moment represents both immense opportunity and strategic risk. To grow their business, protect revenue, and expand into new markets, OEMs need a way to manage complexity at scale. The companies that can integrate seamlessly into this hybrid environment will define the next era of energy innovation. The ones that can’t risk being left behind.

Building the Next Terawatt: Why Distributed Energy Is the Future of Grid Capacity

For over a century, the utility grid has stood as one of the greatest engineering achievements in human history—a vast, interconnected network delivering power to nearly every corner of society. But as electrification and digitalization surge ahead, we’re entering a new phase—one where the opportunity isn’t just to expand the grid, but to transform how we think about building capacity. The next terawatt of grid capacity will not come solely from centralized infrastructure. It will come from distributed, intelligent, and modular systems located at the edge — where demand is highest, and where the opportunity is greatest. A Terawatt of Demand—Faster Than Ever Before From AI datacenters requesting gigawatts of capacity to the electrification of fleets, factories, and buildings, the pace and scale of new demand are unprecedented. Utilities are stepping up—but timelines for major infrastructure projects are often measured in years, sometimes even decades. Meanwhile, developers, operators, and communities are looking to energize sites quickly. The opportunity lies in complementing existing utility infrastructure with modular, distributed capacity that can be deployed rapidly and scaled dynamically. This isn’t about replacing the grid—it’s about unlocking new ways to deliver value alongside it. Distributed Energy at the Edge: Capacity Where It Counts The power grid of the future will not be defined solely by central plants and transmission lines—it will be increasingly defined by what happens at the edge.

Bridge Power Solutions — Connecting Demand and Deployment Speed

“The AI and electrification revolutions won’t wait for traditional timelines. Bridge power is how we get there faster.” The global energy system is experiencing a structural mismatch between how fast demand is growing and how slowly power infrastructure is built. Across sectors, demand is rising faster than the grid can respond: The Growing Divide Between Demand and Deployment AI datacenters are requesting hundreds of megawatts per site. Industrial electrification and manufacturing reshoring are bringing new load centers to regions already at capacity. Fleet electrification is transforming transportation depots into high-demand energy hubs. At the same time, the processes for adding new utility infrastructure — from transmission lines to substations — remain measured in years, not months. Interconnection queues are backed up, permitting takes too long, and the cost of delay is growing. This gap has created an existential challenge for both businesses and the grid itself: How do we energize the next wave of digital and industrial growth without waiting for the traditional system to catch up? The answer is bridge power. What Bridge Power Means The global energy system is experiencing a structural mismatch between how fast demand is growing and how slowly power infrastructure is built. Across sectors, demand is rising faster than the grid can respond: Bridge power isn’t backup generation. It’s not temporary. It’s a strategic layer of fast-deployable, modular infrastructure that provides reliable capacity at the speed of modern demand. Think of it as the fast lane for electrification and AI-era power. Bridge power solutions create immediate, flexible capacity to enable projects to move forward — and then evolve into long-term assets once permanent infrastructure arrives. They connect what’s needed now with what’s being built for later.