SolarEdge Technologies: AI Data Centers as a New Multi-Billion Dollar Opportunity!
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SolarEdge is focusing during a transition phase on its core business with solar and battery storage, selling off its electric mobility, battery production, and solar tracker divisions. The Nexis platform will become a key product for 2026 with the introduction of combined inverter and battery systems in the USA and Europe. Together with development partner Infineon, the power supply for AI data centers with 800 ‑ volt DC architectures is set to become a new multi-billion opportunity from 2027. The Iran conflict could significantly...
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