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DigiTimes
HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
In response to increasing power demands from AI expansion, Delta Electronics plans to ramp up its high-voltage direct current (HVDC) power systems in the second half of 2026. This shift is driven by the heightened capital expenditures from US cloud service providers, indicating a significant upward trend in data center server rack specifications and power architectures.
ExperimentConfidence: HighMedium term horizon
Published 8 Jul 2026, 10:23 UTC1 min read
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Summary
TL;DR
- Delta Electronics to enhance HVDC power systems in 2H26.
- Driven by AI-related capex from US cloud service providers.
- Rising power consumption per data center rack noted.
- Market demand for advanced power architectures increasing.
- Focus on improving energy efficiency in data centers.
Interesting facts
- HVDC systems facilitate greater energy efficiency in long-distance power transmission.
- Increased rack power consumption is a trend linked to AI and data center evolution.
What changed