By Simply Wall St
Publication Date: 2026-05-29 07:05:00
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Infineon Technologies has joined NVIDIA’s MGX AI Factory ecosystem to help deliver next generation 800 VDC power architectures for AI data centers.
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The collaboration focuses on ultra compact, high efficiency power conversion using silicon carbide and gallium nitride technologies.
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The alliance is intended to support higher density AI infrastructure and lower power loss for NVIDIA’s MGX modular reference platform.
NVIDIA (NasdaqGS:NVDA), recently trading around $214.25, is positioned at the center of AI data center build outs. This new partnership reflects that role in the ecosystem. The stock has seen very large gains over five years, alongside a 58.6% return over the past year and 13.4% year to date, which indicates how closely investors have tracked its AI data center exposure.
For readers watching how AI infrastructure might evolve, this Infineon agreement adds a power management angle to NVIDIA’s existing compute focus. As AI workloads scale and power efficiency becomes more important to customers, partnerships around high voltage architectures could be a key consideration for data center operators evaluating platforms like MGX.
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