US hyperscalers keep expanding, but midterm-driven backlash may raise costs and delay permits for later-stage projects.
AI servers power surging demand, yet U.S. grid capacity trails shipments as midterm politics raise deferral risk.
Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
AI data centers are driving power and thermal architecture upgrades. Delta and LiteOn report cloud revenues exceeding half their totals, expanding capital expenditure to counter material shortages and...
Grid bottlenecks drive AI data centers to BTM power. Next-gen AI liquid cooling boosts thermal content per rack.
Green communications leverages nuclear power, liquid cooling, and virtual power plants to overcome energy barriers for 5G and AI, integrating green hydrogen and small reactors for low-carbon power whi...
AI drives data centers from air to liquid cooling. Vendors deploy high-density power and tech, boosting growth.
NVIDIA advances its 800V Power Rack roadmap, with mass adoption expected from Rubin Ultra onward, while North American data center buildouts face delays from grid and equipment constraints.
As AI server platforms advance, power architectures evolve into multi-track systems, and cooling accelerates toward full liquid solutions. Delta and LiteOn capture cloud service provider and new platf...
The global energy storage industry will reach a pivotal turning point in 2026. The explosive growth of artificial intelligence data centers (AIDC) is creating a lucrative, high-growth blue ocean for a...
This report provides an in-depth analysis of the mutual empowerment relationship between AI computing power and power systems in 2026. As global data center electricity consumption is expected to exce...
As NVIDIA and ASIC platforms expand, AI data center power and liquid cooling capacities face tightening supplies. Chinese firms Megmeet and Honor have successfully entered global supply chains, achiev...
In 2026, power semiconductors have evolved from conventional components into strategic enablers reshaping the global energy landscape. SiC and GaN technologies are entering a phase of large-scale depl...
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power suppl...
As data centers adopt HVDC architectures to reduce grid-to-chip power losses, demand for advanced power conversion and next-gen semiconductors surges. Meanwhile, Asian manufacturers continue to domina...
