Enphase Energy (NASDAQ:ENPH) is pushing its IQ SST GaN bidirectional solid‑state transformer toward AI data centers, with demos slated for late 2026, customer pilots in 2027 and volume shipments in 2028, and has joined the Open Compute Project to accelerate high‑voltage DC rack adoption.
Previous Week Recap
- Enphase GaN Bidirectional Switch Advances: ENPH advancing IQ SST: GaN bidirectional switch to boost efficiency. Demos late 2026, customer pilots in 2027, volume shipments in 2028. Targets AI data-center market for long-term growth.
- Enphase Joins Open Compute Project: Enphase Energy (ENPH) joined the Open Compute Project as a Platinum member on June 30, 2026, offering its IQ SST solid‑state transformer tech for higher‑voltage DC rack power in AI data centers.
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