NuAxi
NuAxiSemiconductor trade intelligence

Infineon, NVIDIA push gallium nitride power for 800-volt AI data centers

What happened

Infineon Technologies said on October 21 that it is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate bus converter (IBC). The collaboration remains a planned/ongoing cooperation; the source does not state a timeline, shipment arrangements, or the cause.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

gallium nitride (GaN) chipsintermediate bus converter (IBC)
GaN800V DCAI data centerspartnershipIBC

Source and time

Source: DigiTimes Asia · 10/22/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders