NuAxiSemiconductor trade intelligence

RT NEWS: #Infineon and #NVIDIA are expanding their collaboration on #GaN-based power solutions for 800V DC AI data centers, paving the way for 1 MW+ r...

What happened

Infineon and NVIDIA are expanding their collaboration on GaN-based power solutions for 800V DC AI data centers, paving the way for 1 MW+ racks; per the source, NVIDIA targets adoption from 2027. The report concerns an expanded collaboration and does not include price changes or capacity figures.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

GaN-based power solutions

Infineon NVIDIA

GaN800V DCAI data centerscollaboration1MW+ racks2027

Source and time

Source: TrendForce Official (Market Data) · 10/22/2026 · View original source

Open the NuAxi live feed →

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

[News] Infineon and NVIDIA Expand GaN Power Collaboration for AI Data CentersTrendForce · 10/22/2026
Infineon collaborates with NVIDIA on GaN-based power conversion systems for 800VDC AI data centersSemiconductor Today · 10/21/2026
Infineon to Supply GaN Power Chips for Nvidia’s 800V Data CentersThe Elec · 10/25/2026
Infineon Advances GaN Power for 800 VDC AI Data CentersPower Electronics News · 10/29/2026
Navitas, NVIDIA Develop 24 kW 800V-to-12V Power BoardPower Electronics News · 10/15/2026
[News] Innoscience’s Current Products are not Affected by Both Rulings of the Munich Regional CourtTrendForce · 6/21/2026

RT NEWS: #Infineon and #NVIDIA are expanding their collaboration on #GaN-based power solutions for 800V DC AI data centers, paving the way for 1 MW+ r...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings