Power shortages slow AI data-center builds as Delta expands HVDC, SOFC

Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict, Delta Electronics chairman Ping Cheng said at an investor conference on October 29. Delta will continue developing HVDC and solid oxide fuel cell (SOFC) systems to pursue opportunities in data center power supply and energy efficiency.