SolarEdge Advances Its 800V Data Center Power System with Lab Validation and NVIDIA Collaboration
On September 10, SolarEdge Technologies (NASDAQ:SEDG) announced that the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its labs. The company also released a joint white paper with NVIDIA outlining safety and grounding standards for AI data centers using 800V direct current systems, signaling progress from concept development into practical engineering. SolarEdge's DC infrastructure aims to deliver power directly from the utility grid to server racks, reducing complexity and improving efficiency in high-power environments. The company is leveraging its decade-long experience with photovoltaic safety technologies—such as series arc detection and insulation monitoring—to build credibility for this new application domain. Financially, SolarEdge reported a 20% year-over-year revenue increase to $346.2 million in Q2 2026, along with the first profitable quarter on non-GAAP operating income since early 2023. Despite these advancements and financial improvements, key components of its data center solution remain under development and not yet available for general use. The white paper outlines one possible implementation among several options being considered in an open ecosystem encouraged by NVIDIA.
Topics: 800VDC power systems AI data centers power infrastructure innovation