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Infineon Joins Nvidia MGX Ecosystem for 800 VDC AI Power Architectures

What happened

Infineon joins Nvidia's MGX ecosystem to support 800 VDC power architectures for AI data centers, utilizing GaN and SiC technologies. This collaboration aims to enhance power density and efficiency. Bullish: Expected to drive demand for GaN and SiC power devices in AI infrastructure.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

GaNSiCPower Management ICsPower Devices
GaNSiCAIPowerPartnership

Source and time

Source: Power Electronics News · 6/1/2026 · View original source

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