Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems.
The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101 percent to NT$20.55 billion, EPS NT$7.91. July 2026 monthly revenue alone was NT$67.07 billion. Products are co-developed with NVIDIA: 800 VDC In-Row 660 kW power racks carrying 480 kW embedded battery backup at up to 98 percent AC-DC efficiency, and a 2.4 MW In-Row Coolant Distribution Unit, both shown at GTC 2026, plus a microgrid on newly developed solid state transformers and solid oxide fuel cells with all-in-one energy storage for step loads. At COMPUTEX 2026 it unveiled a prefabricated modular AI data center integrating 800 VDC in-row power and a 3 MW liquid cooling system, cutting construction time 60 percent. The roadmap is dated: HVDC plus or minus 400 V small-volume shipment from H2 2026 with 800 V in 2027, SOFC sampling in 2026 and mass production targeted 2027. Capex grows more than 10 percent from 2025's NT$46.1 billion. The demand base is the four major CSPs, whose combined capex is projected to rise from about USD 410 billion in 2025 to about USD 670 billion in 2026. Taxonomy note: no sub_category covers rack and row-level power delivery (same gap as the LITEON row),
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Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems. The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101
Delta Electronics ranks 8 of 100 on the AI Infra 100 (November 2026 edition) with a score of 100 out of 100, in Rack & server power delivery (Power, cooling & thermal). Assessment by Frontier Tech Intelligence.
Flex (rank 25), Legrand (rank 63), Eaton (rank 72), Analog Devices (rank 82).
Delta Electronics is based in Taipei, Taipei, Taiwan. Stage: Public.
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