Vertiv Signs Three-Year Power Chip Deal With Infineon
The strategic agreement secures long-term supply of silicon and silicon carbide power semiconductors for Vertiv's data center infrastructure products.
Updated on Nov. 9, 2026 in Data Centers
Vertiv Holdings Co. announced a three-year strategic agreement with Infineon Technologies AG covering long-term supply of silicon and silicon carbide power semiconductors. The deal deepens a collaboration between the two companies that spans decades.
Why it matters
The agreement supports supply continuity and on-time delivery as Vertiv scales production to meet growing demand for critical digital infrastructure. It also supports the next generation of power architectures required for AI applications.
The three-year term sets a defined window for supply and roadmap alignment, while Vertiv's next-generation power systems operate at 800 VDC. Financial terms and volume commitments were not disclosed in the announcement.
The players
Vertiv Holdings Co.
Vertiv Holdings Co. is a Columbus, Ohio-based provider of critical digital infrastructure and data center power and cooling systems.
Infineon Technologies AG
Infineon Technologies AG is a German semiconductor manufacturer that supplies power chips, including IGBT, silicon, and silicon carbide components.
The details
Vertiv selected Infineon for its IGBT, silicon, and silicon carbide technologies and manufacturing capabilities, and Infineon components are manufactured globally and integrated into Vertiv products worldwide. The companies will align technology and product roadmaps over the agreement term, giving Vertiv greater visibility and predictability for power semiconductor supply. The agreement is part of Vertiv's broader multi-supplier strategy.
Timeline
November 9, 2026: Vertiv announced the three-year strategic agreement with Infineon.
Three-year term: Agreement governs semiconductor supply and roadmap alignment.
The Tech Race
The deal reflects a broader industry move toward higher-voltage 800 VDC power architectures in AI data centers, where silicon carbide devices are increasingly favored over legacy silicon. Securing multi-year semiconductor supply positions Vertiv to compete as data center operators demand more efficient power delivery.
The agreement is aimed at keeping power equipment for data centers in stock and delivered on schedule as demand rises. Its effects on pricing or availability for end users were not addressed in the announcement.
The takeaway
Stable long-term supply of power semiconductors is becoming a strategic priority as AI infrastructure demands grow. Companies building data center equipment are increasingly locking in multi-year partnerships to protect delivery schedules.
Further reading
Explore more on Data Centers for context on how power infrastructure is evolving to support AI workloads.
