Mei Ri Jing Ji Xin Wen·2025-09-26 06:05Core Insights - Major investments in AI infrastructure are being made by companies like Oracle and Nvidia, with Nvidia planning to invest up to $100 billion in OpenAI to support its AI data center expansion [1] Group 1: AI Data Center Developments - Nvidia is initiating an 800V revolution in AI data center power supply, aiming for full-scale production of its new Rubin processor by 2027 [2] - The AI data center power market is attracting domestic players, with companies like Sungrow Power announcing the establishment of an AIDC division, targeting product launches by 2026 [2][3] - The AI data center power market is projected to reach a potential market size of $24 billion by 2028, according to UBS [4] Group 2: Sungrow Power's Strategic Focus - Sungrow Power's revenue from energy storage has significantly increased from 6.06% in 2020 to an expected 40.21% in 2024, indicating a strategic pivot towards energy storage [2][3] - The company is positioning itself for the AIDC market with a comprehensive approach, focusing on overseas markets and innovative solutions for both high and low voltage sides [4][5] Group 3: Competitive Landscape - Competitors like DeYee Co. are also entering the AIDC power market, with plans to develop solid-state transformers for data centers [4][5] - The AIDC power supply market is characterized by high competition, with established players like Huawei and Schneider leading the market [4][5] Group 4: Technology Trends - The transition from traditional AC UPS systems to HVDC systems is gaining traction, with HVDC offering higher efficiency and lower land usage [6][7] - The integration of advanced power electronics technology is crucial for both HVDC and photovoltaic inverter applications, providing a foundation for companies like Sungrow Power to transition into the HVDC sector [11][12] Group 5: Future Prospects - Sungrow Power expresses confidence in its ability to enter the HVDC market, leveraging its existing technology and expertise in power electronics [10][11] - The collaboration with domestic semiconductor companies is seen as a potential advantage for Sungrow Power in developing HVDC solutions [12][13]