Infineon Technologies is a German semiconductor company specializing in power semiconductors, microcontrollers, and sensors for automotive, industrial, and computing applications. Its power semiconductor products manage the conversion and distribution of electrical power in electronic systems. In the data center context, Infineon's components are used in the voltage regulators, power modules, and power supply units that deliver stable power to processors, GPUs, and memory at the precise voltages and currents those chips require.

AI GPU servers have significantly raised data center power requirements, expanding the demand for power management components. A conventional server might consume 300–500 watts; an AI GPU server can consume 3,000–10,000 watts, and a full rack of NVL72 Blackwell systems may approach 1 megawatt. At these levels, the power conversion and delivery hardware must be more sophisticated, more efficient, and capable of handling higher currents. This has expanded the value and complexity of power semiconductor content in each server.

Infineon launched new silicon carbide (SiC) and gallium nitride (GaN) power products for high-density server rack applications in 2025, targeting the power conversion stages required by AI GPU systems. The company has established AI data center power as a dedicated market vertical within its business, recognizing that AI infrastructure requirements differ enough from conventional servers to warrant targeted product development. Revenue from data center power products grew double-digit YoY as AI server deployments expanded.