Pranav Hotkar
Milpitas, California & Munich, November 5, 2025- Infineon Technologies and SolarEdge Technologies have announced a technical collaboration to develop modular solid-state transformer (SST) building blocks aimed at improving power efficiency and resilience for AI-scale and hyperscale data centres.
The partners say the work focuses on validating 2-5 MW SST modules that convert medium-voltage AC directly to high-voltage DC for rack and facility distribution, a design they argue can cut conversion losses, shrink plant footprints and simplify power architecture for 800 V-class AI racks.
The proposed SST modules would sit between grid medium-voltage and on-site DC buses, replacing multi-stage AC→DC chains and server-level PSU conversions. SolarEdge frames the approach as a route to higher system-level efficiency, while Infineon contributes wide-bandgap and SiC switching expertise to enable high-frequency, high-voltage power conversion. Together, the companies say they are targeting system efficiencies above 99% in lab conditions and modular block sizes that can be tiled to reach facility-scale power needs.
Industry context makes the move notable; hyperscale operators and cloud builders have been exploring higher-voltage DC distribution and SST concepts because AI clusters move far more energy through facility power chains than conventional IT loads.
Reducing conversion stages and improving per-stage efficiency can lower operating costs and cooling load, benefits that scale quickly in exascale-class deployments. Infineon’s semiconductor roadmap and SolarEdge’s system integration experience are presented as complementary strengths for proving the concept.
The companies say the collaboration will proceed through joint design, prototype validation and interoperability testing, but they stop short of announcing production timelines or committed commercial rollouts.
Press materials describe the effort as R&D and validation rather than a production program and note that large-scale adoption will require utility and regulatory work on protection, interconnection and safety standards for medium-voltage SSTs.
Experts who follow data-centre power innovation say the technical hurdles are solvable but non-trivial: protection schemes, fault handling at MV, long-term reliability of high-frequency SiC switching under data-centre duty cycles, and integration with plant controls will be decisive.
If the partners can demonstrate robust, certified SST modules at the 2-5 MW scale, the approach could materially change how power is delivered to next-generation AI racks, cutting losses, freeing up space and lowering the carbon intensity of compute.
