At a glance
- Data Center Dynamics reported the agreement on Nov. 10.
- For allocators underwriting data center capacity, the agreement is a supply commitment for the components inside Vertiv's 800VDC systems, the delivery risk that sits behind its order book.
- Vertiv's third-quarter sales rose 61% and orders doubled, and it lifted 2026 sales guidance to $14.45 billion to $14.85 billion, as Private Infrastructure Daily previously reported.
Vertiv signed a three-year partnership with Infineon Technologies to develop and scale supply of silicon and silicon carbide power semiconductors, extending an existing relationship between the data center power and cooling supplier and the German chipmaker. Data Center Dynamics reported the agreement on Nov. 10.
For allocators underwriting data center capacity, the agreement is a supply commitment for the components inside Vertiv's 800VDC systems, the delivery risk that sits behind its order book.
Vertiv's third-quarter sales rose 61% and orders doubled, and it lifted 2026 sales guidance to $14.45 billion to $14.85 billion, as Private Infrastructure Daily previously reported. Vertiv said the semiconductors will support its 800VDC power systems and chose Infineon for insulated-gate bipolar transistors, silicon and silicon carbide, global manufacturing capacity and a record of quality. "This agreement strengthens our ability to deliver for customers today while supporting the next generation of power architectures required for AI and other critical applications," said Frieda He, Vertiv's chief procurement officer.
Infineon has been assembling a data center power business through similar agreements with LS Electric and Skeleton Technologies. In September it agreed to supply silicon carbide devices for Eaton's 800VDC transformer platform.
The partnership runs three years. Vertiv's 800VDC systems are still in development.
This agreement strengthens our ability to deliver for customers today while supporting the next generation of power architectures required for AI and other critical applications.Frieda He, chief procurement officer at Vertiv
Reported by the Data centers & fiber desk from Data Center Dynamics, Private Infrastructure Daily archive and Private Infrastructure Daily archive. Published . Corrections