Search results for Delta Electronics
AI & Enterprise
Nvidia\'s real bet: Talk in U.S., $150 billion a year investment in Taiwan
Nvidia will invest $150 billion a year in Taiwan and build a new local headquarters, CEO Jensen Huang said, helping lift Taiwan\'s Taiex index to a record close. The company plans to start construction later this year on a new office complex in northern Taipei, set to open in 2030 and accommodate 4,000 staff. The move underlines Taiwan\'s central role in Nvidia\'s AI supply chain even as it expands U.S. production.
AI & Enterprise
AI data centre power surge solution found, fierce race for next-generation DC power grids
AI data centre power infrastructure is increasingly likely to shift from alternating current to direct current, as soaring computing demand exposes limits in existing power systems. Multi-stage AC-to-DC conversions cause energy loss, heat and complexity. The industry is turning to high-voltage DC, such as converting 13.8 kV AC to 800V DC, to improve efficiency and cut copper use. Power equipment companies are rolling out DC designs, while supply constraints and demand uncertainty remain.
Industry
K-battery big three look to ESS to offset EV losses
South Korea’s three main battery makers are accelerating a shift toward energy storage systems (ESS) to help offset weak electric-vehicle demand this year. Analysts expect LG Energy Solution’s ESS revenue to surge, while Samsung SDI is seen securing large orders and converting North American lines to ESS output. SK On is restructuring to enable ESS supply and adding safety technology. AI data centre power demand is seen boosting U.S. ESS needs, though fixed-cost burdens and tariff uncertainty remain risks.