SolarEdge is developing an MVAC-to-800 VDC power technology for AI data centers, showcased at the NVIDIA AI Factory MGX Ecosystem Showcase, to improve power delivery, distribution and protection for next-generation AI systems. The move could help diversify beyond its solar and energy-management markets, and its work with NVIDIA and the Open Compute Project ecosystem may open doors with industry stakeholders. However, commercial success depends on system validation, customer adoption, the pace of 800 VDC deployment, and proof of reliability, safety and cost-effectiveness. The article also highlights Enphase (ENPH), which is developing its IQ Solid-State Transformer to convert medium-voltage AC directly to 800 VDC, and First Solar (FSLR), which could benefit from rising solar demand driven by AI data centers' electricity needs.
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