Texas Instruments Pushes 800V Power and GaN for AI Data Centers, Cites Robust Industrial Demand
Texas Instruments executive is promoting 800-volt power conversion systems and GaN semiconductors to improve energy efficiency in AI data centers, aiming to capture a growing segment of high-performance computing infrastructure. Last week the company issued stronger-than-expected revenue guidance, powered by robust data-center and industrial chip demand.
1. Executive Push for 800V and GaN Technologies
A vice president at Texas Instruments presented a case for adopting 800-volt power-conversion architectures alongside gallium nitride semiconductors in artificial intelligence data centers. He highlighted that higher voltage levels reduce current, enabling smaller, more efficient power subsystems, while GaN devices offer faster switching and improved thermal performance compared to silicon.
2. Market Implications for AI Data Center Infrastructure
By targeting AI data centers with 800 V and GaN solutions, Texas Instruments aims to expand its share of the high-performance computing power-supply market. Industry projections suggest multibillion-dollar opportunities as hyperscale operators seek greater energy efficiency and power density in next-generation server infrastructure.
3. Strong Forecast Backed by Data Center and Industrial Demand
Last week Texas Instruments issued revenue guidance that exceeded internal targets, driven by robust demand from data-center and industrial end markets. Management cited accelerating order flows in both segments, supporting expectations for sequential growth in the current quarter.