Yole Group offers "Power Electronics for Data Centers 2025" report to its research report offering. As generative AI workloads surge, power delivery has emerged as the linchpin of data center infrastructure—superseding even land availability in shaping site selection and design strategy. This report provides an in-depth analysis of how this new reality is reshaping power supply units (PSUs), accelerating the adoption of wide-bandgap (WBG) technologies like GaN and SiC, and forcing a redefinition of PSU architectures to support power densities exceeding 3 kW per unit.
The PSU is one of the essential parts of the hardware in data center powertrain. There are three mainstream PSU standards having different specifications: ATX (Advanced Technology eXtended), CRPS (Common Redundant Power Supply) and Open Compute project (OCP). CRPS dominates across most segments due to flexibility and modularity. OCP is hyperscaler-centric, driven by scale and cost efficiency. Custom PSUs thrive in HPC, where standardization doesn’t meet extreme demands. ATX remains in legacy/low-power setup, but growth is declining. As of 2025, the total PSU market for data centers is estimated to worth more than $7B. Seeing the increasing demand for higher power required by PSU, the market value of PSU higher than 3 kW is expected to dominate the market (~80%) by 2030. Therefore, to meet efficiency and density requirements, wide Bandgap (WBG) semiconductors (i.e., GaN and SiC), are increasingly adopted. The CAGR24-30 market value of SiC and GaN devices will feature a double-digit growth.
On one hand, major PSU suppliers include Delta, Liteon, Huawei and Advanced Energy collectively holding over 60% market share. Therefore, Delta is not only the N°1 in PSU market share, but they have also secured a privileged position, working closely with Nvidia across almost the entire powertrain. On the other hand, Nvidia, as the leader in computing GPUs, is setting stringent requirements, leading to rapid adoption of technologies like liquid cooling and high-power PSUs. PSU makers are aligning with Nvidia’s power, thermal, and mechanical requirements (e.g., 5.5kW–33kW PSU, liquid-cooled racks).
The architecture of future data centers is being completely rethought by industry giants to maximize efficiency. What was once considered a long-term design goal—such as DC power distribution—is now being actively pursued, with Meta and Microsoft planning deployments in the second half of 2026. In parallel, the 80 PLUS Ruby standard has emerged as the highest official PSU efficiency certification to date, requiring up to 96.5% efficiency at 50% load and 92% at full load. Introduced in January 2025, it was specifically designed to meet the demands of AI workloads. At the same time, the target of 100 W/in³, once considered a roadmap milestone, has already been achieved by several players. As a result, wide-bandgap adoption has become essential to meet both the rising power levels and new efficiency requirements. Rather than choosing between Si, GaN, or SiC, the new trend is to combine their strengths in a single architecture—commonly referred to as a hybrid design.
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