www.forbes.com
2026-06-25
Forbes
INNOVATION
AI
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
ByRobert J. Szczerba,
Contributor.
Robert J. Szczerba is a tech CEO covering AI, robotics and automation
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Jun 25, 2026, 06:15am EDT
Summary
The US AI buildout faces a critical bottleneck: not chips, but power infrastructure. Half of planned 2026 data centers are stalled due to shortages of transformers, switc
ir.microchip.com
2026-05-26
Microchip Technology
Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers
May 26, 2026 8:00 am EDT
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New silicon carbide modules deliver the required thermal performance and efficiency for SSTs to increase power available for token generation
CHANDLER, Ariz., May 26, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) today announces the ava