Core Viewpoint - The company emphasizes the significant advantages of solid-state transformers (SST) over traditional transformers, highlighting their compact size, lightweight, high integration, and capabilities in reactive power compensation and power quality management [1] Group 1: Product Advantages - Solid-state transformers are characterized by their small volume and light weight, making them more efficient compared to traditional transformers [1] - SSTs integrate multiple functionalities, including reactive power compensation and power quality management, which are essential for modern electrical systems [1] Group 2: Market Applications - Current primary application scenarios for SSTs include AC/DC hybrid distribution networks, direct connections to green electricity, and electric vehicle charging stations [1] - The company recognizes the emerging market demand for SSTs, indicating a potential growth area in the power electronics sector [1] Group 3: Company Position - The company is closely monitoring the development of the SST market but currently does not have any related products available [1]

Core Viewpoint - The company is closely monitoring the development trends of solid-state transformers and plans to advance its industrial chain extension and product line expansion in a timely manner based on its situation [2] Company Strategy - The company is actively engaging with investors and responding to inquiries regarding its strategic direction [2] - There is a focus on technological advancements in the field of solid-state transformers, indicating a commitment to innovation [2] Industry Trends - The company recognizes the importance of keeping pace with technological developments in the energy sector, particularly in transformer technology [2] - The potential for industry growth in solid-state transformer technology is acknowledged, suggesting a forward-looking approach [2]

Core Viewpoint - The company is developing solid-state transformers (SST) as part of its AIDC-related product line, emphasizing the advantages and challenges associated with this new technology [2] Group 1: Technology and Product Development - Solid-state transformers (SST) are highlighted as a new power electronics technology solution that offers integrated functionality, improved efficiency, and flexible adaptation [2] - The development of SST involves significant technical challenges, requiring rigorous testing and validation of product performance, stability, and compatibility [2] - The company is actively engaging with customers to understand product requirements and application scenarios during the development process [2]

Core Viewpoint - The article emphasizes the importance of power and energy efficiency in the second half of AI data centers, highlighting the ongoing electricity shortages in the U.S. and the impact of data centers on electricity costs [2][4]. Group 1: AI Data Center Transformation - The traditional computing centers are evolving into AI factories, making power infrastructure a critical factor for deployment and scalability [7]. - NVIDIA proposes an 800VDC power distribution system combined with multi-time scale energy storage to address the explosive power demands of AI workloads [7][10]. Group 2: Technical Innovations - The shift from traditional low-voltage systems to an 800VDC architecture eliminates unnecessary AC-DC conversions, enhancing overall efficiency to over 90% [10][12]. - The new architecture supports high-density GPU clusters, allowing for scalability exceeding 1 megawatt per rack while reducing copper cable usage by 157% [12][13]. Group 3: Industry Collaboration - Building the 800VDC ecosystem requires collaboration across the industry, with NVIDIA partnering with various silicon suppliers and power system component partners [11]. - The Open Compute Project (OCP) is facilitating the establishment of open standards for voltage ranges and connectors [11]. Group 4: Solid-State Transformer (SST) Technology - SST technology is identified as a key solution for the next generation of data centers, with increasing demand in North America and significant market potential [21][22]. - Major companies like NVIDIA, Google, and Microsoft are actively developing SST solutions, with NVIDIA's Rubin architecture expected to adopt SST as a standard [21][22]. Group 5: Market Potential and Projections - The global market for SST could reach 800-1000 billion yuan by 2030, assuming a 20% penetration rate in new AI data centers [23]. - The demand for efficient power solutions is driving the rapid adoption of SST and HVDC technologies, with significant advancements expected by 2026 [22][24].