⚡ AI is changing the power demands of the data center. Is energy storage ready to keep up? Join the Open Compute Project Foundation (OCP) on September 30for a free live Educational Webinar exploring how AI workloads, increasing rack densities, evolving safety standards and sustainability requirements are reshaping energy storage across the modern data center. Energy Storage Across the Modern Data Center: Evolving Standards, Sustainability, and AI-Related Power Quality 📅Wednesday, September 30, 2026 ⏰ 11:00 AM ET 💻 Live Virtual Event 🎟️ Free to attend As AI infrastructure scales, highly dynamic workloads and synchronized GPU activity are creating new challenges for power delivery and power quality. At the same time, energy storage is moving beyond its traditional role as backup power, with new approaches bringing storage closer to the compute itself. Our panel of experts will explore: 🔹How AI workloads and higher rack densities are changing energy storage requirements 🔹 The impact of evolving standards including UL 9540A and NFPA 855-2026 🔹 The role of energy storage in managing GPU power transients and on-site generation 🔹 Sustainability, lifecycle impacts, recyclability and responsible battery sourcing 🔹 What operators should consider when evaluating energy storage for future AI infrastructure Hear perspectives from: 🎤 Jay Dietrich, Research Director, Sustainability and Energy, Uptime Institute 🎤 Jake Whitacre, Senior Product Manager, ZincFive 🎤 Dr. Matthew Raiford, Senior Technical Director, CBI 🎤 James Kelly, VP Market Intelligence and Innovation, Open Compute Project Foundation Whether you work in data center power, infrastructure design, electrical engineering, hardware, sustainability, energy storage or safety, this is an opportunity to hear from experts about a rapidly evolving part of the AI infrastructure stack. 👉 Learn more and register FREE: #OpenComputeProject# #OCP# #AIInfrastructure# #DataCenters# #EnergyStorage# #DataCenterPower# #ArtificialIntelligence# #Sustainability# #PowerInfrastructure# #OpenCompute#

Supermicro is here to support xAI's massive 10-fold expansion of the Colossus supercomputer in Memphis with over 1 million GPUs by establishing local operations/production, validation, service and support. With our optimized datacenter building blocks (DCBBS) and ambient temperature direct liquid cooling (DLC), Supermicro green computing provides the best AI performance propelling the future of AI alongside @NVIDIA while reducing datacenter power, space, water and cost. Stay tuned for more datacenter-scale innovations! #AI# #Supercomputing# #SMCI#

Supreme intelligence so smart... The reason operators keep A100s racked at all, given that per-MW economics favor Blackwell roughly 2:1 even after the capital charge, is that they're not competing for the same megawatt. A 1kW liquid-cooled NVL72 rack physically can't go into the air-cooled legacy halls where Ampere lives. The A100 tail exists in the shadow of the power constraint — it monetizes stranded, low-density DC capacity that has no alternative use. Which means the 2029 A100 contract isn't evidence about GPU useful life at all; it's evidence about datacenter power scarcity.

DS Investment & Securities: SiC & GaN Market Growth & Opportunities: > The adoption of 800V architectures creates new growth opportunities for 8inch foundries, challenging traditional Si power semiconductors. > SiC Power Market: Expected to grow at a CAGR of +20%, scaling from $3.4 billion (2024–2025) to $10.3 billion by 2030F. > GaN Power Market: Expected to experience even faster growth at a CAGR of +44%, rising from $0.6 billion to $3.0 billion by 2030F. Role Breakdown & Material Specialization: > SiC: Excels in high-voltage, high-power, and high-temperature environments, serving as a partial substitute for Si IGBT. Main applications include EV inverters/OBC, 800V EVs, AI datacenters (AI DC), and energy storage systems (ESS). > GaN: Excels in high-frequency, high-power-density, and high-efficiency power conversion, serving as a partial substitute for Si MOSFETs. Key application areas include chargers, adapters, power supply units (PSU), AI datacenters, robots, and solar power. Infrastructure & Trends: > Datacenter Penetration: The penetration rate of SiC/GaN within datacenter power systems is projected to increase from 17% in 2026F to over 30% by 2030F, driven heavily by new high-frequency, high-density conversion needs (such as 800V to 54V/12V transitions in AI datacenters). > Manufacturing Shifts: SiC is currently transitioning from 6-inch to 8-inch fabrication lines, while GaN relies heavily on 8-inch GaN-on-Si processes. Long-term transitions up to 12-inch wafers are also being evaluated.