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DigiTimes
Delta, Lite-on raise capex to 9% of revenue in AI data center power race
Delta Electronics and Lite-On Technology have both decided to raise their capital expenditures to 9% of their revenue as they vie to meet the rising demands of AI data center power and cooling solutions. This increase comes in response to the rapid advancements and generational shifts in chip technologies from major manufacturers like Nvidia and AMD, which are pushing for higher power densities and stricter thermal management requirements in data centers. As AI applications become increasingly prevalent, the need for robust infrastructure support continues to escalate.
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Published 14 Aug 2026, 12:20 UTC1 min read
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Summary
TL;DR
- Delta and Lite-On increase capex to 9% of revenue.
- Driving factor: rising AI data center power demands.
- Chipmakers Nvidia and AMD influencing equipment requirements.
- Higher power density and thermal needs discussed.
- Competitive landscape intensifying for power and cooling suppliers.
Interesting facts
- AI-centric demands are reshaping capital allocations.
- Annual platform refreshes from Nvidia and AMD lead to increased specifications.
Coverage gaps