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AI Infra Market Bulletin – Oct. 29, 2026
Last Modified
2026-10-29
Update Frequency
Biweekly
Format
AI racks drive high-voltage DC and liquid cooling; dual-voltage designs and upgraded thermal modules fuel strong growth.
Key Highlights
- Power Architecture: Transitioning to dual-voltage systems; supercapacitors expand to the grid side to smooth load swings.
- Power Suppliers: Delta targets CSPs via dual-path racks; Megmeet leverages non-China sites; Vicor drives licensing via patent suits.
- Thermal Upgrades: Auras expands liquid cooling across ASIC and GPU platforms; Jentech benefits from sole-source status and higher-value heat spreaders.
Table of Contents
- TrendForce’s View
- Power Industry Updates
- Thermal Industry Updates
- R&D Progress and Corresponding Platforms of HVDC Power Racks among Major Hyperscalers
<Total Pages: 5>
Sector: AI Server / Data Center
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