For years, Delta Electronics was viewed as a power-supply company.
Today, investors are starting to see something very different.
As Nvidia pushes the industry toward 800VDC data centers, Delta is quietly building two new weapons: fuel cells and solid-state transformers. Together, they could help the company move beyond server racks and into the far larger world of data-center power infrastructure—a market long dominated by Vertiv, ABB, and Eaton.
Is Delta preparing to become one of AI’s most important infrastructure players?
In this week's newsletter, we examine the company's surprising transformation, the technology bets behind it, and why a decade of investment may finally be paying off.
https://cwnewsroom.substack.com/p/b...w-weapons-in-the-battle-for-ai-infrastructure
Today, investors are starting to see something very different.
As Nvidia pushes the industry toward 800VDC data centers, Delta is quietly building two new weapons: fuel cells and solid-state transformers. Together, they could help the company move beyond server racks and into the far larger world of data-center power infrastructure—a market long dominated by Vertiv, ABB, and Eaton.
Is Delta preparing to become one of AI’s most important infrastructure players?
In this week's newsletter, we examine the company's surprising transformation, the technology bets behind it, and why a decade of investment may finally be paying off.
https://cwnewsroom.substack.com/p/b...w-weapons-in-the-battle-for-ai-infrastructure