AI Infra Market Bulletin - May 28, 2026

Last Modified

2026-05-28

Update Frequency

Biweekly

Format

PDF

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 platform demands with diverse, high-power architectures, aggressively expanding localized capacity. AVC and Sunon accelerate into system-level liquid cooling integration, driving growth amid computing upgrades.

Key Highlights

Diverse Power Architectures: As chip platforms advance, AI server power systems transition from single standards to multi-track architectures, meeting heterogeneous client demands for power density and redundancy.
Taiwanese Power Leaders: Delta leads with diverse options and custom high-voltage direct current solutions for major tech clients. Lite-On pivots to higher power architectures based on client spec updates, aggressively boosting capital expenditure for global localized production.
Full Liquid Cooling Trend: Massive computing demand accelerates rack-level liquid cooling. AVC secures its leading position through system-level integration and project advantages, while Sunon transitions from traditional air cooling to liquid cooling, rolling out new projects.