Delta Unveils High-Efficiency Power and Cooling Solutions for AI Data Centers at NVIDIA GTC 2025

Delta’s AI Data Center Revolution: The Future of Power and Cooling at NVIDIA GTC 2025

The Next Wave of AI Infrastructure

At NVIDIA’s GTC 2025, Delta Electronics unveiled a series of next-generation power and cooling solutions aimed at tackling the surging demand for high-performance AI data centers. The company’s showcase introduced high-efficiency power capacitance shelves, 1.5MW liquid cooling units, and AI-driven manufacturing integration, positioning itself as a key player in the evolving data center landscape.

As artificial intelligence workloads push computing power to unprecedented levels, energy efficiency and cooling solutions have become mission-critical. Delta’s latest innovations promise to optimize both power stability and thermal management, ensuring seamless AI operations while reducing overall energy costs.

Cutting-Edge Power Solutions: Efficiency Meets Stability

Power Capacitance Shelves: Solving AI’s Energy Instability

AI workloads are notoriously power-intensive, with GPUs demanding rapid load fluctuations that strain power grids. Delta’s new Power Capacitance Shelves, featuring built-in lithium-ion capacitors, stabilize energy delivery by smoothing out GPU power spikes.

5-second hold-up time at 15kW load prevents disruptions during high-demand cycles.
Fast charge/discharge capability ensures steady voltage supply for AI clusters.
97.5% efficiency in AC-DC conversion enhances overall power utilization.

These advancements are particularly valuable for hyperscale AI data centers, where minimizing downtime is crucial.

High-Density Server Power: More Power, Less Space

One of the biggest challenges in AI data centers is space efficiency. Traditional power supply setups take up a significant portion of rack space, limiting expansion capacity. Delta addresses this with:

72kW AC-DC Server Power Shelf: Converts 400-480V AC to 800V DC at 98% efficiency.
90kW DC-DC Server Power Shelf: Converts 800V DC to 50V DC with 98.5% efficiency.
HVDC Modules: 2,500W/inch³ density for maximum power delivery in minimal space.

By improving power efficiency and reducing rack space requirements, Delta is freeing up more room for AI servers, boosting data center scalability.

Liquid Cooling Breakthroughs: Managing AI’s Heat Surge

1.5MW Coolant Distribution Unit: Handling AI’s Thermal Avalanche

With modern AI servers exceeding 100kW per rack, traditional air cooling is no longer viable. Delta’s newly launched **1.5MW Liquid-to-Liquid Coolant Distribution Unit **—approved by NVIDIA’s AVL list—solves this with next-gen thermal management:

Efficient cooling for multi-rack configurations with up to 1.5MW capacity.
Rack-scale integration for seamless GPU cooling.
New 6RU in-rack CDU with 200kW cooling for next-gen chipsets.

These innovations are crucial for hyperscale AI facilities where overheating risks are increasing alongside GPU density.

Hybrid Cooling: Liquid Meets Air for Maximum Efficiency

For data centers that still rely partially on air cooling, Delta introduces:

Cold Plate Loops: Designed for NVIDIA GPUs, optimizing direct-to-chip cooling.
3D Vapor Chamber Technology: Up to 1000W cooling capacity in a compact 4RU form factor.
Next-gen server fans: 20% performance boost for high-density racks.

These technologies allow data centers to transition toward fully liquid-cooled environments, maximizing energy efficiency.

AI-Driven Smart Manufacturing: Beyond Data Centers

Omniverse and Isaac Sim: Cyber-Physical Integration

Delta’s showcase extended beyond AI data centers to AI-powered smart manufacturing. Using NVIDIA Omniverse and Isaac Sim, Delta demonstrated a fully digitized production line:

D-Bot Collaborative Robots automate high-precision tasks.
Integra Glue Dispensing Machines enable seamless component assembly.
IIoT-based Line Manager dynamically optimizes manufacturing processes.
Digital Twins create virtual replicas for real-time production monitoring.

By integrating AI into manufacturing, Delta is paving the way for self-optimizing industrial processes, where data-driven automation reduces downtime, increases efficiency, and enables real-time adaptive production.

Industry Competitors: How Delta Stacks Up

Delta isn’t alone in the race to revolutionize AI infrastructure. Major competitors are investing heavily in power and cooling solutions:

Schneider Electric: Strengthening liquid cooling capabilities with recent acquisitions.
Vertiv: Expanding immersion cooling technologies for AI servers.
Eaton & Rittal: Developing high-efficiency power distribution units for HPC data centers.

Where Delta stands out is its deep integration with NVIDIA and its ability to offer a complete package—power, cooling, and AI-driven manufacturing—under one ecosystem.

Investment Implications: What This Means for AI Infrastructure Growth

Market Potential: The AI Boom is Fueling Infrastructure Demand

With AI adoption skyrocketing, data centers are projected to see a 165% increase in power demand by 2030. Delta’s high-efficiency solutions reduce operational costs and optimize energy consumption, making it an attractive choice for:

Hyperscale cloud providers (Amazon, Microsoft, Google) looking for energy-efficient AI infrastructure.
Enterprises scaling AI applications with cost-effective data center upgrades.
Investors seeking exposure to the AI-driven data center industry.

Sustainability & ESG: Delta’s Competitive Edge

As global energy regulations tighten, data centers are under pressure to cut emissions and improve energy efficiency. Delta’s power and cooling solutions directly address **power usage effectiveness ** concerns, making them a strategic partner for ESG-focused organizations.

Stock Valuation & Growth Prospects

If Delta’s solutions gain widespread adoption, analysts predict a 20-30% market share growth in AI power and cooling infrastructure over the next five years. This could significantly increase Delta’s valuation, positioning it as a leader in sustainable AI infrastructure.

The Future of AI Data Centers Starts Here

Delta’s unveiling at NVIDIA GTC 2025 marks a turning point in AI data center infrastructure. With high-efficiency power solutions, advanced liquid cooling, and AI-driven manufacturing, Delta is setting the standard for next-gen data centers.

For investors, data center operators, and AI industry leaders, the message is clear:

The future of AI scalability depends on innovative power and cooling. And Delta is leading that charge.