Delta says AI power gap will drive standalone microgrids

What happened

Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026 that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply (the source cites this as the explicit cause of the AI power gap). Delta plans to expand its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products. This is a business-direction expansion plan; the source does not state any investment amount or timetable.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/15/2026 · View original source