en.Wedoany.com Reported - Enphase Energy announced at the end of its fiscal year 2026 first-quarter earnings call that the company is developing an IQ solid-state transformer (SST) for AI data centers. The device is a modular 1.25-megawatt "super cluster," composed of 342 hot-swappable power modules, capable of directly supplying 800V DC power to NVIDIA computing architectures. Although quarterly revenue declined 20.6% year-over-year and the company posted a net loss, Enphase CEO Badri Kothandaraman emphasized that the distributed architecture is ideally suited for the power transformation driven by AI.

The IQ SST utilizes single-stage conversion to transform medium-voltage AC directly into 800V DC, with sub-millisecond response times capable of adapting to the rapid fluctuations of AI workloads. The power modules are based on the company's microinverter technology, integrating a 22-nanometer control ASIC and gallium nitride switches. The system's peak efficiency is expected to reach 98.5%, with 99.999% availability, supporting operation with 90% of modules active. The modules support hot-swapping and feature 10% built-in redundancy. Enphase has already produced power module samples and plans to conduct a system demonstration later in 2026, followed by customer pilots in 2027 and volume deliveries in 2028.

Roth Capital analyst Philip Shen stated that the SST market opportunity is exciting, but investors need to be patient. Kothandaraman projects the product's addressable market will reach 11 gigawatts by 2031.

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