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COMPANY RESEARCH / POWI

Power Integrations

PowiGaN for 800 VDC AI power, with NVIDIA

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Where it fits in an AI server rack

Detailed 1,250 V and 1,700 V PowiGaN technology for next-generation AI data centers, including its collaboration with NVIDIA on 800 VDC power architecture (Q3 2025 results, Nov 5, 2025); NVIDIA lists Power Integrations among its 800 VDC silicon partners (Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: Power Integrations’ Q3 2025 results describe its PowiGaN work with NVIDIA on 800 VDC; NVIDIA names it as a silicon partner.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component rolePowiGaN for 800 VDC AI power, with NVIDIA
EvidenceDisclosed: Power Integrations’ Q3 2025 results describe its PowiGaN work with NVIDIA on 800 VDC; NVIDIA names it as a silicon partner.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourcePower Integrations — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

The computer end market was 13% of Q3 2025 revenue and AI data-center sales are not broken out; the products target the coming 800 VDC generation, not current NVL72 racks.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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