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SolarEdge Extends Collaboration with Infineon to Enable Solid-State Protection for 800 VDC AI Data Centers

Business

SolarEdge Extends Collaboration with Infineon to Enable Solid-State Protection for 800 VDC AI Data Centers
Business

Business

SolarEdge Extends Collaboration with Infineon to Enable Solid-State Protection for 800 VDC AI Data Centers

2026-09-09 19:32 Last Updated At:19:50

MILPITAS, Calif. & MUNICH--(BUSINESS WIRE)--Sep 9, 2026--

SolarEdge Technologies, Inc. (NASDAQ: SEDG), a global leader in smart energy, and Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY), a global semiconductor leader in power systems and IoT, today announced an extension of their collaboration to advance solid-state circuit breaker (SSCB) technology for high-voltage DC distribution in AI and hyperscale data centers. The collaboration addresses a key challenge in the adoption of 800 VDC architecture: Safe operation of increasingly power-dense infrastructure requires a very fast fault-isolation to achieve selectivity while maintaining high efficiency.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260908612188/en/

Extending the collaboration to solid-state protection addresses a critical gap in the distribution layer between the solid-state transformer (SST) and the compute rack, advancing a comprehensive grid-to-rack solution. SolarEdge is leading the design of its SSCB solution, with Infineon providing its silicon carbide (SiC) JFET technology at the core of the protection devices.

As rapidly increasing AI compute density drives the industry toward higher-voltage DC distribution, SSCBs address one of the most fundamental challenges in enabling safe and reliable operation. Unlike conventional alternating current (AC) systems, DC protection presents a different engineering challenge. Without a natural current zero, mechanical interruption faces challenges with arcing. It is comparatively slow, and as such requires a different approach to circuit protection than conventional AC systems. SSCBs are designed to interrupt faults within a few microseconds, with no mechanical contacts to separate, while Infineon's CoolSiC™ JFET devices deliver efficient operation and superior robustness. Together, these capabilities help protect high-value compute equipment and enable more compact, higher-density DC distribution designs.

The collaboration builds directly on SolarEdge's SST platform with Infineon SiC components, first announced in November 2025. The SST is designed to enable direct medium-voltage (13.8-34.5 kV) to 800-1500 VDC conversion at over 99% efficiency, collapsing multiple conversion stages into a single solution while reducing physical footprint.

"High-density AI infrastructure at 800 VDC demands uncompromising efficiency and protection," said Shuki Nir, Chief Executive Officer of SolarEdge. "Solid-state protection will enable operators to achieve both, delivering ultra-fast and dependable fault isolation without sacrificing conversion performance. Infineon's silicon carbide technology is what makes it practical at scale."

"Today’s data infrastructures have become more vulnerable to electrical faults, thereby driving the demand for smarter, faster and more robust power distribution systems," said Andreas Weisl, Executive Vice President and Chief Sales Officer of Industrial & Infrastructure at Infineon. "By combining our advanced silicon carbide JFET technology with SolarEdge’s expertise in final power distribution, we are addressing these demands to ensure fast, safe and reliable operations in AI data centers."

Building on more than 20 years of leadership in DC-coupled power electronics, SolarEdge is developing an 800 VDC powertrain for AI factories, a DC-native chain that carries power from the medium-voltage grid connection through conversion, distribution and protection to the compute rack. Infineon's broad portfolio of silicon, silicon carbide and gallium nitride solutions provides that foundation, supporting the decarbonization of AI infrastructure through lower losses, reduced environmental impact, and improved total cost of ownership.

ABOUT SOLAREDGE

SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, storage, EV charging, batteries, and grid services solutions. SolarEdge is online at www.solaredge.com.

ABOUT INFINEON

Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The company had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September). Infineon is listed on the Frankfurt Stock Exchange (ticker symbol: IFX) and in the USA on the OTCQX International over-the-counter market (ticker symbol: IFNNY).

FORWARD-LOOKING STATEMENTS

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995

This release contains forward looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include information, among other things, concerning: development, validation, performance, cost, reliability, timing of commercial availability and potential adoption of our DC powertrain and other AI data center products; future demands for energy solutions, including the SSCBs; business strategies; technology developments and applicability; financing and investment plans; competitive position; industry and regulatory environment; general economic conditions; potential growth opportunities; potential partnership opportunities; and the effects of competition. These forward-looking statements are often characterized by the use of words such as “anticipate,” “believe,” “could,” “seek,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “advance”, “predict,” “project,” “should,” “will,” “would” or similar expressions and the negative or plural of those terms and other like terminology.

Forward-looking statements are only predictions based on our current expectations and our projections about future events. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by the forward-looking statements. Given these factors, you should not place undue reliance on these forward-looking statements.

These factors include, but are not limited to, the matters discussed in the section entitled “Risk Factors” of our Annual Report on Form 10-K/A for the year ended December 31, 2025, filed on March 23, 2026, and our quarterly reports filed on Form 10-Q, Current Reports on Form 8-K and other reports filed with the SEC. All information set forth in this release is as of the date of this release. This release does not update or reaffirm any previously issued forward-looking statement, and no statement in this release should be read as a preview of, or as limiting, any information to be presented at the company’s previously announced analyst day. The Company undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations.

SolarEdge’s Solid-State Transformer (SST) platform for next-generation AI and hyperscale data centers

SolarEdge’s Solid-State Transformer (SST) platform for next-generation AI and hyperscale data centers

SAN FRANCISCO (AP) — Kiah Stokes had 13 points, eight rebounds and three blocked shots as the Golden State Valkyries moved within one win of a championship in their second season, beating the Atlanta Dream 64-55 in Game 5 of the WNBA Finals on Monday night.

Angel Reese finished with seven points, 15 rebounds and five assists — a big difference from her two standout performances in the first two games of the series at Chase Center. Reese shook her head when whistled for the second of her three offensive fouls with 7:43 to play.

Fans screamed and clapped thunder sticks following the final buzzer as Stokes spoke from the floor to chants of “MVP!”

“We appreciate you,” a smiling Stokes said. “We got one more.”

On a night leading scorer Gabby Williams struggled to find her shooting touch, Golden State found that “strength in numbers” mantra coach Natalie Nakase has praised all season long and everybody made an impact. Veronica Burton had 13 points and eight rebounds.

On Saturday, Nakase had changed up her lineup for a 67-62 Game 4 win by inserting Tiffany Hayes and Kaila Charles into the starting five. She stayed with those two Monday night, and it worked again. Hayes, who played 10 seasons for Atlanta and came out of retirement two years ago, had 12 points — and Nakase has said she wants to win it all for the veteran guard.

Williams began 2 for 11 and missed all four of her three 3-point tries, but she converted a three-point play with 9:08 remaining put the Valkyries ahead 49-42 and finished with nine points on 3-for-14 shooting and six rebounds.

Atlanta will now try to stave off elimination at home Thursday in Game 6 and force a deciding Game 7 back here at Chase Center on Saturday. The Dream hurt themselves with 17 turnovers that led to 21 points for Golden State.

Stokes hit a key 3-pointer with 2:46 to go in the third quarter and another with 7:21 left in the game, which ignited chants of “Ki-ah! Ki-ah!” from the crazed, rally-towel waving “Ballhalla” home crowd at Chase Center.

Stokes has recorded three or more blocks in six straight games, tying her with Lisa Leslie in 2003 for the longest such streak in a single WNBA postseason.

The Valkyries used a dominant second half after they led 25-22 at the break, the lowest scoring first half combined score in WNBA Finals history.

Rhyne Howard’s three-point play with 4:59 left in the third pulled Atlanta within 34-31, but after that it was Stokes, Burton and the Valkyries coming up with all the crucial plays on both ends.

Golden State owner Joe Lacob promised a championship within five years in a bold declaration when the expansion franchise was granted to the Bay Area three years ago, yet this season has exceeded even what he could have envisioned.

Neither team could find a flow from 3-point range in the first half as the teams combined to shoot 5 for 29 from deep — 3 of 16 by Golden State and 2 for 13 by Atlanta.

Earlier Monday, the league announced Game 6 would be played at 17,000-seat State Farm Arena in Atlanta starting at 12:30 p.m. EDT on Thursday — a time when many fans on both coasts will be working.

“I’d like to see it be a national holiday for all WNBA championship games so whatever somebody can do,” Dream coach Karl Smesko said. “I hope everybody gets to see it somehow and I know that for some people it’s not realistic, they have jobs and won’t be able to make it. So I’m disappointed for that but I’m really hopeful that as many people can see the game as possible.”

See AP’s full WNBA coverage here

Golden State Valkyries guard Tiffany Hayes, middle, holds onto the ball against Atlanta Dream guard Rhyne Howard (10) and forward Naz Hillmon during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries guard Tiffany Hayes, middle, holds onto the ball against Atlanta Dream guard Rhyne Howard (10) and forward Naz Hillmon during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Atlanta Dream forward Angel Reese (5) reaches for the ball next to Golden State Valkyries forward Gabby Williams during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Atlanta Dream forward Angel Reese (5) reaches for the ball next to Golden State Valkyries forward Gabby Williams during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries guard Tiffany Hayes (15) drives to the basket against Atlanta Dream guard DeWanna Bonner (24) during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries guard Tiffany Hayes (15) drives to the basket against Atlanta Dream guard DeWanna Bonner (24) during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Atlanta Dream forward Angel Reese (5) celebrates with guard Te-Hina Paopao (2) and guard Allisha Gray, right, during the first half of Game 5 of the WNBA basketball finals against the Golden State Valkyries, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Atlanta Dream forward Angel Reese (5) celebrates with guard Te-Hina Paopao (2) and guard Allisha Gray, right, during the first half of Game 5 of the WNBA basketball finals against the Golden State Valkyries, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries forward Gabby Williams (1) shoots against Atlanta Dream guard Isobel Borlase (20) during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries forward Gabby Williams (1) shoots against Atlanta Dream guard Isobel Borlase (20) during the first half of Game 5 of the WNBA basketball finals, Monday, Oct. 26, 2026, in San Francisco. (AP Photo/Jeff Chiu)

Golden State Valkyries forward Gabby Williams (1) hugs Golden State Valkyries guard Kaila Charles (6) after Game 4 of the WNBA basketball finals on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Golden State Valkyries forward Gabby Williams (1) hugs Golden State Valkyries guard Kaila Charles (6) after Game 4 of the WNBA basketball finals on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Atlanta Dream guard Rhyne Howard (10) attempts to shoot against Golden State Valkyries center Kiah Stokes (41) in the second half during Game 4 of the WNBA basketball finals on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Atlanta Dream guard Rhyne Howard (10) attempts to shoot against Golden State Valkyries center Kiah Stokes (41) in the second half during Game 4 of the WNBA basketball finals on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Golden State Valkyries forward Gabby Williams (1) high fives fans after Game 4 of the WNBA basketball finals against the Atlanta Dream on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Golden State Valkyries forward Gabby Williams (1) high fives fans after Game 4 of the WNBA basketball finals against the Atlanta Dream on Saturday, Oct. 24, 2026, in Atlanta. (AP Photo/Brynn Anderson)

Streamers fall from the rafters following the Golden State Valkyries victory over the Atlanta Dream in Game 4 of the WNBA basketball finals against the Atlanta Dream, Saturday, Oct. 24, 2026, in Atlanta. (Dan Hernandez/San Francisco Chronicle via AP)

Streamers fall from the rafters following the Golden State Valkyries victory over the Atlanta Dream in Game 4 of the WNBA basketball finals against the Atlanta Dream, Saturday, Oct. 24, 2026, in Atlanta. (Dan Hernandez/San Francisco Chronicle via AP)

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