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Enphase Advances IQ Solid-State Transformer Development for AI Data Centers with Power Modules Now Being Built in Texas

$ENPHPress releaseSep 8, 2026, 8:00 AM ETRead the release

Enphase has started building power modules for its IQ Solid-State Transformer on its line in Arlington, Texas, the building blocks for full-scale IQ SST racks being developed for AI data centers. Each rack combines hundreds of 4 kW modules for capacities up to 5 MW, converting medium-voltage AC directly to 800 VDC with sub-millisecond response, using Enphase's proprietary high-frequency transformer, GaN switching, and its fifth-generation Kestrel ASIC. Full-system demonstrations are expected in November 2026 with customer pilots in 2027, and Enphase argues its microinverter manufacturing model — about 89.4 million units shipped and roughly 12 million of annual U.S.

Key figures

Countries
over 165
Dc architecture
800 VDC
Systems deployed
approximately 5.3 million
Rack capacity max
5 MW
Power module rating
4 kW
Target module scale
tens of gigawatts annually
Customer pilot timing
2027
Microinverters shipped
approximately 89.4 million
Mv ac validation range
13.8 kV to 34.5 kV
Full system demo timing
November 2026
Us microinverter annual capacity
approximately 12 million

AI analysis

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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.