Enphase Energy to Showcase IQ Solid-State Transformer at AI Infra Summit 2026

Enphase Energy (ENPH) will participate in AI Infra Summit 2026 from September 15-17, 2026 at the Santa Clara Convention Center, where it will showcase its IQ Solid-State Transformer (IQ SST) for AI data center power infrastructure at Booth 1454.

Rhea-AI Summary

Enphase Energy (ENPH) will participate in AI Infra Summit 2026 from September 15-17, 2026 at the Santa Clara Convention Center, where it will showcase its IQ Solid-State Transformer (IQ SST) for AI data center power infrastructure at Booth 1454.

On September 15 at 12:00 p.m. PDT, co-founder and chief product officer Raghu Belur will present a session titled “Solid-State Transformers: Speed to Power” on the AI Data Center Track. The IQ SST is being developed to convert medium-voltage AC directly to 800 VDC with expected sub-millisecond response to dynamic AI loads, and its distributed architecture is designed to scale to racks up to 5 MW. Enphase has begun building IQ SST power modules at its Arlington, Texas facility to assemble and validate full-scale racks. Full-system demonstrations of IQ SST racks are expected in November 2026, with customer pilots planned for 2027, and an IQ SST information video and further details are available on the Enphase website.

Market Context

The Sep 08 IQ SST manufacturing update was followed by a 6.79% 24-hour gain, providing a directly co...

Analysis

The Sep 08 IQ SST manufacturing update was followed by a 6.79% 24-hour gain, providing a directly comparable prior reaction as Enphase showcased the same platform at AI Infra Summit.

Key Figures

Direct conversion output: 800 VDC Dynamic-load response: sub-millisecond Rack capacity: up to 5 MW +2 more

Direct conversion output

800 VDC

IQ SST development for high-density AI data centers

Dynamic-load response

sub-millisecond

Expected IQ SST response

Rack capacity

up to 5 MW

Distributed IQ SST architecture

Full-system demonstrations

November 2026

Expected IQ SST rack demonstrations

Customer pilots

2027

Planned IQ SST customer pilots

Previous AI Reports

4 past events · Latest: Sep 08

Same Type 4 events

1. Sep 08

   IQ SST module production

   24h Move

   +6.8%

   Power modules began construction in Texas for planned IQ SST racks

2. Aug 04

   AI infrastructure manufacturing

   24h Move

   +6.2%

   Enphase outlined U.S. manufacturing plans for its IQ SST platform

3. Jun 30

   AI power standards membership

   24h Move

   +1.9%

   Enphase joined OCP to advance higher-voltage AI data-center power standards

4. May 04

   IQ SST technical white paper

   24h Move

   -3.9%

   White paper detailed the distributed IQ SST architecture for AI data centers

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

solid-state transformer, medium-voltage ac, gan power switching

3 terms

solid-state transformer technical

"showcasing its approach to next-generation AI data center power infrastructure"

A solid-state transformer is an electrical device that performs the same job as a traditional transformer—changing voltage and isolating circuits—but does so with fast-switching electronics instead of large coils of wire and oil-filled tanks. It can be smaller, more efficient, provide finer control over how power is delivered or routed, and enable features like two-way power flow and built-in monitoring. For investors, that means companies making or deploying them could benefit from spending on grid upgrades, electric vehicle charging, renewable integration, and smarter infrastructure, similar to how upgrading from a mechanical gearbox to a digital controller unlocks new capabilities.

medium-voltage ac technical

"convert medium-voltage AC directly to 800 VDC"

Medium-voltage AC is alternating current delivered at voltages between roughly 1,000 and 35,000 volts, sitting between the low-voltage power used in homes and the very high-voltage lines that carry bulk power long distances. For investors, it matters because equipment, installation costs, safety rules and maintenance needs change at this scale—think of it like the difference between local streets and regional highways, where scale and regulations drive capital and operating expenses.

gan power switching technical

"high-frequency magnetics, GaN power switching, custom silicon"

Gallium nitride (GaN) power switching refers to semiconductor switches—typically transistors—made from the compound GaN that turn electrical power on and off in converters and power supplies. Compared with traditional silicon switches, GaN devices switch faster, waste less energy as heat, and can be made smaller, like replacing a bulky gate valve with a compact, quicker one. Investors care because wider use of GaN can change product cost, performance, and growth prospects across electronics, electric vehicles, data centers, and other power-hungry markets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FREMONT, Calif., Sept. 14, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced its participation in AI Infra Summit 2026, from Sept. 15-17, 2026 at the Santa Clara Convention Center in California. Enphase will be at Booth 1454, showcasing its approach to next-generation AI data center power infrastructure, including the IQ^® Solid-State Transformer (IQ SST).

On Sept. 15 at 12:00 p.m. PDT, Raghu Belur, co-founder and chief product officer at Enphase Energy, will present “Solid-State Transformers: Speed to Power” on the AI Data Center Track.

The IQ SST is being developed to convert medium-voltage AC directly to 800 VDC for high-density AI data centers, with expected sub-millisecond response to dynamic AI loads. Its distributed architecture is designed to scale to racks up to 5 MW.

“AI data centers are forcing the industry to rethink how power moves from the grid to the rack,” said Raghu Belur. “At AI Infra Summit, we will show how Enphase is applying high-frequency magnetics, GaN power switching, custom silicon, and scalable domestic manufacturing to this challenge.”

Enphase recently began building IQ SST power modules at its manufacturing facility in Arlington, Texas, to assemble and validate full-scale IQ SST racks. A video of the power modules coming off the Enphase manufacturing line is available here.

Full-system demonstrations of IQ SST racks are expected in November 2026, with customer pilots planned for 2027. To learn more about IQ SST, visit the Enphase website.

About Enphase Energy, Inc.

Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.

©2026 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release contains forward-looking statements, including statements related to the expected development, validation, performance, product and technology capabilities, architecture, response times, manufacturing and scalability, supply chain, regulatory compliance, commercialization, and timing of full-system demonstrations and customer pilots for Enphase Energy's IQ Solid-State Transformer (IQ SST). These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, Enphase Energy's ability to develop, qualify, manufacture, validate, and commercialize the IQ SST and achieve the targeted technical and system-level performance, including direct conversion of medium-voltage AC to 800 VDC, anticipated sub-millisecond response to dynamic AI loads, and scalability to racks up to 5 MW; the ability to assemble and validate full-scale IQ SST racks and to scale U.S. production and achieve targeted output, yield, and cost; the ability to secure components and cost of supply, including gallium nitride (GaN); the ability of high-frequency magnetics, GaN power switching, custom silicon, and the distributed architecture to perform as intended; the pace and direction of the AI data center industry's move toward 800 VDC and other changes in data center power architectures; customer adoption; the ability to satisfy applicable regulatory and policy requirements, including domestic content requirements; the timing of full-system demonstrations, customer pilots, and commercialization on the expected timeline; as well as competitive dynamics, execution risks related to entering new markets, and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law or otherwise.

Contact:

Enphase Energy
press@enphaseenergy.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Where and when will Enphase present at AI Infra Summit 2026?

Enphase will be at Booth 1454 during AI Infra Summit 2026, held September 15-17, 2026 at the Santa Clara Convention Center in California. On September 15 at 12:00 p.m. PDT, Raghu Belur will present “Solid-State Transformers: Speed to Power” on the AI Data Center Track.

What are the development timelines for the IQ Solid-State Transformer (IQ SST)?

Enphase has begun building IQ SST power modules at its Arlington, Texas facility to assemble and validate full-scale racks. The company expects full-system demonstrations of IQ SST racks in November 2026, with customer pilots planned for 2027.

What capabilities is the IQ SST being developed to provide for AI data centers?

The IQ SST is being developed to convert medium-voltage AC directly to 800 VDC for high-density AI data centers, with expected sub-millisecond response to dynamic AI loads. Its distributed architecture is designed to scale to racks up to 5 MW, and Enphase highlights the use of high-frequency magnetics, GaN power switching, custom silicon, and scalable domestic manufacturing in its approach.