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Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions

What happened

Delta Electronics is targeting next-gen AI data centers with 800V DC power and liquid cooling solutions, aligning with Nvidia CEO Jensen Huang's emphasis on integrated power and thermal co-design at GTC 2026. This reflects a long-term infrastructure trend for high-density AI compute but presents no immediate supply or pricing catalyst for electronic components. Neutral: This is a technology roadmap announcement with no direct, near-term impact on component trading.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Power Delivery UnitsLiquid Cooling Systems

Delta Electronics

infrastructureAI-data-center

Source and time

Source: DigiTimes Asia · 3/21/2026 · View original source

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Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions

What happened

Impact and signal

Affected components and suppliers

Source and time

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