Vertiv Signs Three-Year Deal with Infineon to Secure Power Semiconductor Supply for AI Data Centers

Vertiv has entered into a three-year strategic partnership with German semiconductor manufacturer Infineon Technologies to develop and scale the supply of silicon and silicon carbide power semiconductors, a move aimed at shoring up supply continuity as the infrastructure provider ramps up production to meet surging demand for AI-ready data center equipment.

The agreement expands an existing relationship between the two companies and is designed to support the integration of Infineon's semiconductors across Vertiv products worldwide. Vertiv said the components will play a critical role in the development of its 800VDC power systems, which are increasingly viewed as a key architecture for handling the dense power requirements of next-generation AI workloads. The company selected Infineon based on its technical capabilities in insulated-gate bipolar transistor, silicon, and silicon carbide technologies, as well as its global manufacturing footprint and track record of quality, according to the announcement.

The deal underscores the growing pressure on data center supply chains as operators race to deploy infrastructure capable of supporting power-hungry AI accelerators. Securing access to critical power semiconductors has become a strategic priority for equipment makers, given long lead times and volatile demand across the sector. "The rapid evolution of AI is reshaping the power requirements of the data center, and our customers need infrastructure partners who can anticipate what comes next," said Frieda He, chief procurement officer at Vertiv. "This agreement strengthens our ability to deliver for customers today while supporting the next generation of power architectures required for AI and other critical applications. By aligning our technology roadmaps with Infineon – and securing access to critical power semiconductors – we are taking another proactive step that enables our customers to scale with confidence."

Infineon, one of Europe's largest semiconductor manufacturers, has been deepening its focus on data center power infrastructure. Spun out of Siemens in 1999, the company specializes in power electronics, automotive microcontrollers, sensors, and security chips. Earlier this year it partnered with Korean electrical equipment manufacturer LS Electric to develop direct current power infrastructure for the AI data center market, and it recently signed a deal with Estonian power and storage systems supplier Skeleton Technologies to develop high-efficiency, resilient power solutions for modern data centers. "The agreement with Vertiv reflects our shared commitment to supporting the evolving requirements of critical power infrastructure," said Andreas Weisl, executive vice president and chief sales officer for industrial and infrastructure at Infineon. "Through our comprehensive portfolio and manufacturing capabilities, we can provide Vertiv with the advanced power semiconductor technologies needed to support its continued innovation and growth."

The partnership comes as Vertiv pursues an aggressive expansion strategy. The company has made several major acquisitions in 2026, including data center cooling firm ThermoKey, prefab enclosure maker Bmarko, and coldplate specialist Strategic Thermal Labs. It has also rolled out new designs tailored to AI data centers, including the Vertiv Rack Extreme platform launched in June, which the company described as a future-ready rack system supporting the deep and heavy IT equipment required for next-generation deployments. The Infineon agreement is expected to reinforce Vertiv's ability to deliver on those commitments by locking in access to the advanced power semiconductors that underpin its next-generation power architectures.