SolarEdge and Infineon Join Forces to Revolutionize AI Data Center Power Infrastructure
In a significant move poised to reshape the landscape of power management in artificial intelligence (AI) data centers, SolarEdge Technologies, Inc. (NASDAQ: SEDG) announced on November 5, 2025, a strategic collaboration with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY). The partnership aims to enhance SolarEdge’s Solid-State Transformer (SST) platform, introducing innovative power solutions for hyperscale data centers that are increasingly vital in the AI era.
1. Advancing High-Efficiency Power Solutions
The collaboration centers on the design, optimization, and validation of a modular SST building block capable of delivering between 2 to 5 megawatts (MW). This initiative combines the advanced silicon carbide (SiC) switching technology developed by Infineon with SolarEdge’s established power-conversion and control systems. The result is an expected efficiency exceeding 99%, aligning with the global trend toward high-efficiency, direct current (DC)-based infrastructure for data centers.
The SST technology is particularly well-suited for the emerging 800 Volt direct current (VDC) power architectures that are becoming standard in modern AI data centers. This technology promises numerous advantages, including a substantial reduction in weight and size, a decreased carbon footprint, and a streamlined deployment process for connecting public grids with data center power distributions.
2. Insights from Leadership
Shuki Nir, CEO of SolarEdge, emphasized the transformative impact of AI on power infrastructure, stating, “The AI revolution is redefining power infrastructure. It is essential that the data center industry is equipped with solutions that deliver higher levels of efficiency and reliability.” Nir highlighted SolarEdge’s expertise in DC architecture as a crucial factor in leading this transformation, underscoring the partnership with Infineon as a means to integrate world-class semiconductor innovations into their energy solutions.
Andreas Urschitz, Chief Marketing Officer at Infineon Technologies, echoed these sentiments, noting that collaborations such as this are vital for developing the next generation of 800 Volt DC data center systems. He pointed out that the high-performance SiC technology from Infineon, combined with SolarEdge's capabilities in power management, establishes a solid foundation for creating efficient, scalable, and reliable infrastructures that meet the demands of AI-driven data centers.
3. Addressing the Surge in Power Demand
As AI technology drives an unprecedented increase in global power consumption, data centers face the challenge of delivering efficient, reliable, and sustainable power solutions. SolarEdge, with over 15 years of experience in DC-coupled architecture and high-efficiency power electronics, is strategically positioned to penetrate the data center market. The collaboration is expected to optimize power distribution from the grid to the computing core, addressing the critical need for efficient power conversion solutions.
Infineon’s focus on employing a range of semiconductor materials, including silicon (Si), silicon carbide (SiC), and gallium nitride (GaN), is aimed at reducing environmental footprints and lowering operational costs for the growing AI data center ecosystem.
4. Conclusion
The partnership between SolarEdge Technologies and Infineon Technologies marks a pivotal moment in the evolution of power infrastructure for AI data centers. By harnessing advanced semiconductor technology and innovative power management solutions, both companies are set to play a crucial role in shaping a more efficient and sustainable future for data-driven technologies. As the demand for AI capabilities continues to escalate, the collaboration stands to significantly impact the operational efficiency and environmental sustainability of data centers worldwide.