Infineon 27 kW PSU targets next-generation AI server racks ... - eeNews Europe

Infineon's 27 kW PSU is not a product launch—it is an architectural inflection point. Once a single NVIDIA GB200 NVL72 rack crosses 120 kW, the legacy 2–5 kW distributed PSU model hits a hard wall: copper busbar losses, thermal density, and panel real estate all saturate simultaneously. A 27 kW unit absorbing roughly 20% of rack power forces the entire upstream stack to shift—SiC and GaN devices migrate toward 650 V–1.2 kV ratings, magnetics consolidate from discrete to integrated, and the 800 V DC bus transitions from preferred to mandatory. Competitively, MPS and TI are assembling controller-plus-driver packages to attack the same segment, but Infineon's moat is vertical integration from SiC MOSFETs to system-level solutions—something pure analog houses cannot replicate. The real structural threat comes from Delta and Lite-On: once NVIDIA's reference design locks in a supplier, the PSU degrades into a commoditized assembly line item. Over the next 18 months, expect 50 kW+ PSUs to enter volume production, near-package power delivery to begin eroding traditional PSU share, and power to replace compute as the single binding constraint in data-center capex planning.