Infineon and Nvidia to develop gallium nitride power conversion tech for 800VDC data center racks. Latest agreement in support of the move to 800VDC October 22, 2026 Infineon has partnered with Nvidia to develop gallium nitride (GaN) power conversion technology for 800 VDC data center architectures. The German chipmaker announced the tie-up at Nvidia's GTC Berlin developer conference, building on a May 2025 agreement detailed in October 2025 that focused on serviceable, hot-swappable 800 VDC server racks. The latest agreement will focus on developing high-voltage intermediate bus converters (IBCs). IBCs step down the main bus voltage feeding accelerator cards to a lower-voltage rail, allowing downstream stages to generate the core and point-of-load rails AI processors need. Infineon said the multi-stage approach reduces distribution losses while meeting limits on board area, thermals, and uptime. It added that 800 VDC is being introduced alongside existing AC and lower-voltage DC architectures as an additional option for higher-density compute. Infineon claims GaN switches faster than silicon and with lower losses, enabling switching frequencies up to 1MHz at the IBC stage. The company asserts this lets magnetics and passives shrink, increasing power density and reducing board height. The company said this matters as rack power levels approach the megawatt range. Infineon's GaN portfolio covers 800V-to-50V, 800V-to-12V, and 800V-to-6V conversion. Infineon pairs the devices with its PSoC Control C3 and EiceDRIVER product families to offer full IBC system solutions. It also offers IBC solutions in silicon and silicon carbide. "AI is fundamentally reshaping the demands we place on power infrastructure, and semiconductors are at the heart of solving that challenge," said Jochen Hanebeck, CEO, Infineon Technologies AG. "Our collaboration with Nvidia on 800V power architectures shows what is possible when deep semiconductor expertise meets the pace of innovation required by AI. Gallium nitride-based system solutions are a key enabler of this next generation of data centers, and Infineon is proud to help power the AI era from grid to core." The agreement follows a deal with Estonian power and storage systems supplier Skeleton Technologies last month, which will see the companies jointly explore and develop advanced architectures for the entire AI data center power chain, from the grid to the facility itself. This will include Solid State Transformers for medium-voltage AC-to-high-voltage DC conversion. Infineon is one of Europe's largest semiconductor manufacturers. Spun out of Siemens in 1999, the company specializes in power electronics, automotive microcontrollers, sensors, and security chips. Recently, it increased its research and development in power infrastructure for the data center sector, partnering with Korean electrical equipment manufacturer LS Electric to develop direct current power infrastructure for the AI data center market earlier this year. More in rack level.

Skeleton Technologies surpasses $1B valuation with Siemens backing for US expansion. The company plans to expand its US manufacturing footprint and invest more than $200 million in operations and R&D as demand for AI data-centre infrastructure grows. Skeleton Technologies today announced a strategic investment from Siemens, bringing Skeleton's valuation to more than $1 billion. The investment will primarily accelerate the expansion of Skeleton's US manufacturing footprint and R&D activities in Silicon Valley to meet growing demand from hyperscalers for AI data-centre power systems. Global data-centre electricity consumption is expected to nearly double from around 485 TWh in 2025 to 950 TWh by 2030, according to the International Energy Agency, while electricity use by AI-focused data centres is expected to triple. AI workloads also change how power is consumed. GPU clusters can shift between power states in milliseconds, creating rapid load swings, peaks and harmonics. Skeleton's high-power systems address these challenges by eliminating harmonics and managing rapid power fluctuations close to the workload, delivering up to 40 per cent energy savings and double-digit improvements in GPU performance. At the core of Skeleton's technology is its proprietary Curved Graphene material, engineered for extremely fast power delivery, high efficiency and long cell life . Skeleton combines its cells with power electronics and system-level controls to manage the rapidly changing power demands of AI clusters. "AI is scaling faster than the power infrastructure behind it. The constraint is not how many GPUs you can buy, but how much compute you can extract from every GPU and every megawatt available," said Taavi Madiberk, CEO of Skeleton Technologies. "In AI infrastructure, supercapacitors are becoming the new semiconductors. They will determine how much performance hyperscalers can deliver from their GPUs. Our systems remove power fluctuations as a constraint, enabling more compute faster while delivering up to 40 per cent energy savings and double-digit improvements in GPU performance. This 9-digit investment round led by Siemens gives us the industrial scale to expand manufacturing in the United States and become the only player in our segment with a full US value chain, from cells to complete systems." The investment deepens a long-standing relationship between Siemens and Skeleton, with the new partnership focused primarily on AI data-centre infrastructure and growing demand from hyperscalers in the United States. Siemens supported Skeleton's expansion in 2023, while Siemens Digital Industries designed and automated the company's Leipzig SuperFactory in Germany. The companies will combine Siemens' leadership in industrial electrical infrastructure with Skeleton's fast-response power systems to develop and commercialise products for next-generation AI data centres. The partnership will address hyperscaler demand from the grid to the rack, while bringing Skeleton's technology and manufacturing closer to its largest AI infrastructure customers in the United States. Skeleton plans to invest more than $200 million in operational scale-up and R&D in Silicon Valley, working directly with hyperscalers. The US expansion includes plans to establish domestic cell manufacturing, creating a fully integrated US value chain from cells to complete systems. "Skeleton's portfolio perfectly complements Siemens' comprehensive data centre offering. Our combined innovation roadmap will deliver benchmark solutions for the white space of next-generation data centres, delivered by a strong manufacturing network across Europe and the USA," said Markus Grabmeier, President of Electrical Products at Siemens AG. Follow the developments in the technology world. What would you like us to deliver to you?