Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions? - simplywall.st

In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, leveraging 1700 V PowiGaN-based InnoMux-2 ICs to achieve compactness an... Read original →

Power Integrations’ bet on 800V GaN auxiliary supplies is a precise play on AI data centers’ high-voltage architecture shift. Its 1700V PowiGaN ICs, via the InnoMux-2 platform, collapse traditional multi-stage conversion stacks—forcing upstream GaN wafer suppliers to tighten defect control and compelling OEMs to rethink thermal-electrical co-design in liquid-cooled racks. Yet under tightening U.S. CHIPS Act subsidy criteria and EU carbon tariffs, BOM savings may be eroded by compliance overhead. With TI and Infineon rapidly advancing hybrid 48V–800V architectures, PI’s lead will evaporate unless it secures design wins with two major server makers by 2027. The next 18 months hinge not on specs, but on converting Kyber compatibility into de facto supply-chain entry standards—determining whether POWI transitions from an appliance cyclical to an AI infrastructure anchor.