Delta Unveils 800VDC Prefabricated Power System, with Texas PCS Production Planned for 2027

Highlights

Delta Electronics (台達電, 2308-TW) is extending its AI data center business into prefabricated power systems. On November 12, the company announced that it would present an 800VDC direct-current power solution centered on a solid-state transformer (SST) at the U.S. RE+ exhibition. Production of power conversion systems (PCS) is planned at its Plano, Texas manufacturing site by the end of 2027. The modular system combines Delta-developed components to reduce on-site installation and commissioning work. Delta is also developing U.S. customer support and microgrid testing capabilities, alongside liquid-cooling products. The announcements reflect a broader effort to supply integrated infrastructure for rapidly changing AI data center loads.

Sentiment Analysis

• The article has a broadly positive but measured tone. Delta’s planned 800VDC system, U.S. production expansion, and customer-facing engineering initiatives suggest continued investment in data center infrastructure.
• The reported product features are presented as practical responses to installation complexity and changing AI computing loads. Modular prefabrication, battery compatibility, and integrated controls are described as ways to simplify deployment, rather than as guaranteed performance outcomes.
• The cooling discussion adds evidence of a wider product strategy, but includes differing stages of readiness: one solution was displayed, while another is planned for mass production in the first quarter of 2027.
• Industry developments are not framed as certain commercial success. The account reports plans and testing milestones, including a supplier qualification and further testing, without forecasting revenue or market share. Overall sentiment is positive, with neutral reporting and execution-related uncertainty tempering the outlook.

Article Text

Delta Electronics (台達電, 2308-TW) is extending its AI data center business into prefabricated power infrastructure. In an announcement on November 12, the company said it would showcase an 800VDC direct-current power solution at the U.S. RE+ exhibition. The system is built around a solid-state transformer (SST), and is intended to bring several power-conversion functions together in a modular, prefabricated design.

The solution integrates a solid-state transformer developed by Delta, a direct-current converter, and a controller. Rather than requiring all system components and connections to be assembled and adjusted at the site, the prefabricated approach is designed to reduce on-site wiring, installation, and system commissioning work. This may simplify deployment for projects with demanding power requirements, although the article does not provide performance measurements or project-specific cost estimates.

The system can also be paired with high-rate batteries according to a site’s needs. That feature is relevant to AI data centers, where computing loads can change rapidly. The combination of power conversion, control, and optional battery support is intended to help operators address those changing requirements through an integrated system. The central strategy is to provide a prefabricated power platform that can be configured for individual sites, rather than treating each power component as a separate installation.

Delta is also planning to expand its U.S. manufacturing and customer support presence. Its Plano, Texas manufacturing base is expected to add power conversion system (PCS) production by the end of 2027. In North Carolina, Delta’s research and development team will work directly with U.S. customers to address their requirements. The company is also planning to establish a microgrid testing and customer laboratory site in Detroit. These initiatives cover production, engineering engagement, and testing, though the report does not specify the investment amounts or capacity associated with them.

The same integration approach is appearing in Delta’s liquid-cooling products. In October, the company presented its 3MW GoCool solution, which combines a coolant distribution unit (CDU) with prefabricated modular piping. Integrating the distribution equipment and piping into a coordinated solution is consistent with the company’s wider effort to simplify data center deployment through preconfigured systems.

Delta’s 2MW Project Deschutes is a row-based CDU designed for installation between equipment racks. The product is planned for mass production in the first quarter of 2027. Its reported design features include backup water pumps, dual power supplies, and hot-swappable pumps and filters. These provisions address cooling continuity and maintenance access, while the reported schedule remains a future production plan rather than confirmation that mass production has begun.

Cooling equipment suppliers in Taiwan are also moving toward products installed closer to data center equipment. Forcecon (力致, 3483-TW) said at a recent investor conference that its 2.5MW in-row CDU had been added to NVIDIA’s approved supplier list. The company also reported that its 800VDC version had completed internal testing and been submitted as a sample. Further testing with original design manufacturers and brand-name manufacturers is planned.

Taken together, the developments show activity across power conversion, prefabrication, liquid cooling, and local customer support. Delta’s Texas PCS production plan and its U.S. testing initiatives complement its product announcements, while Forcecon’s reported supplier-list inclusion and ongoing 800VDC testing illustrate wider industry movement toward data center infrastructure. The available information describes announcements, schedules, and testing progress; it does not establish final production outcomes or commercial results.

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