Delta Electronics Launches AI Modular Data Center with 800 VDC In-Row Power for NVIDIA Vera Rubin at DCW Asia 2026
Yahoo Finance ·
Delta Electronics, a global leader in power management and smart green solutions, unveiled its latest AI Modular Data Center (AI MDC) and Microgrid Solutions at Data Center World Asia 2026, held in Singapore from September 29 to 30, 2026. The newly introduced prefabricated AI MDC integrates next-generation 800 VDC In-Row Power and liquid cooling systems to support NVIDIA Vera Rubin architecture, accelerating AI infrastructure deployment and enhancing energy efficiency. The 800 VDC In-Row Power architecture delivers 660kW of output power, up to 98 percent AC-DC efficiency, and 480kW of battery backup capacity. Additionally, Delta showcased advanced microgrid technologies featuring solid oxide fuel cells and solid state transformers designed to convert medium voltage power directly to 800 VDC for future AI factories.
AI 시장 분석
Delta Electronics unveiled 800 VDC-based AI modular data center and microgrid solutions supporting the NVIDIA Vera Rubin architecture at Data Center World Asia 2026. The new product maximizes the power efficiency and scalability of next-generation AI infrastructure through up to 98% high-efficiency power conversion and liquid cooling systems. From an investor's perspective, AI data center power and infrastructure-related companies are expected to benefit.
상승 영향
- AI — The unveiling of 800 VDC power and liquid cooling solutions supporting the NVIDIA Vera Rubin architecture significantly enhances next-generation AI data center deployment efficiency, expected to drive ecosystem growth.
- Semiconductors — Advancements in power management and cooling technologies optimizing high-performance AI GPU workloads improve the operating environment for AI chips, positively impacting demand expansion.
DYAX 전담 분석
This news demonstrates that Delta Electronics is leading the technological evolution of the AI infrastructure market by unveiling an 800 VDC in-row power architecture and liquid cooling solutions optimized for the NVIDIA Vera Rubin architecture. The maximum 98% efficiency, 660kW output, and advanced liquid cooling systems will reduce operating costs and accelerate deployment speeds for power-intensive AI data centers, directly contributing to the earnings growth of related companies.
The bullish scenario is the rapid revenue growth of related hardware suppliers driven by surging demand for AI infrastructure in Southeast Asia and global markets, while the bearish scenario is the delay in data center investments due to a global economic slowdown. Key indicators to watch are the improvement trends in the power usage effectiveness (PUE) of AI data centers and the adoption speed of NVIDIA-based infrastructure.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 55% · Bearish (Short) 45%
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