EN 
25 Apr
Coordinate electricity to drive AIDC energy storage explosion
Since the beginning of this year, the concept of AIDC energy storage has been continuously gaining traction. At the Energy Storage International Summit and Exhibition (ESIE 2026) in early April, AIDC unsurprisingly became the hottest topic — from industry giants to startups, everyone showcased relevant products, solutions, or plans at the highlight of their booths. This clearly sends a strong signal: AIDC energy storage is rapidly evolving from an industry hotspot towards large-scale implementation, bringing a structural transformation driven by computing power demands to the upstream electronic components industry.[eos]
The underlying driving force of this transformation is the elevation of 'computing and electricity coordination' to a national strategy. In 2026, 'computing and electricity coordination' was included in the government work report for the first time, explicitly requiring that new intelligent computing centers have an energy storage allocation ratio of no less than 15%-20% and a green power consumption ratio of no less than 80%. At the same time, the explosive growth of AI computing power is forcing a rapid iteration of power supply architectures. NVIDIA's single-chip power has exceeded 1000W, and single cabinets are moving towards the MW level. Its released 800V power supply white paper outlined a clear evolution path from traditional AC UPS to HVDC sidecar and then to solid-state transformers. In high-power-density scenarios, traditional components such as power-frequency transformers, lead-acid batteries, and mechanical circuit breakers are increasingly inadequate, while new-generation components like SiC/GaN power devices, solid-state circuit breakers, and high-frequency isolation transformers are becoming new essentials.[eos]
When the energy storage system shifts from supporting traditional new energy sources to powering AIDC, there is a fundamental upgrade in technical parameters and component selection. The AIDC scenario imposes extremely high demands on energy storage systems: high power, millisecond-level response, and high reliability. The first layer of this technological upgrade directly affects the power semiconductor segment. In the era of computing power collaboration, the core trend in energy storage power devices has become very clear — a comprehensive switch from traditional silicon-based IGBT to wide bandgap semiconductors like SiC and GaN, while achieving higher frequency, higher voltage, and higher density, to meet the high-power, highly fluctuating, and reliable power demands of intelligent computing centers. In practical applications, energy storage PCS using SiC solutions can improve efficiency by about 1 percentage point and increase power density by 20%-25%. Due to the significant fluctuations in computing power loads, the energy storage system requires millisecond-level power response capability, and the high-frequency characteristics of SiC devices make them an ideal choice for key components such as isolated DC/DC converters.
In addition, the high-voltage DC architecture of AIDC power supply has also spawned entirely new categories such as solid-state circuit breakers and electronic fuses. Solid-state circuit breakers use SiC switches, reducing response times from milliseconds to microseconds, which is crucial for protecting expensive AI servers. At the same time, CBUs/BBUs have upgraded from supporting roles in traditional UPS systems to core necessities, placing new requirements for miniaturization and high power density on BMS chips, power switching devices, connectors, and other components. The trend of switching backup power from lead-acid batteries to lithium batteries is also becoming increasingly prominent. The replacement of lead-acid batteries with lithium directly drives a comprehensive upgrade of BMS—significantly increasing the usage of high-precision AFE chips, MCUs, and current sensors, while the demand for thermal management components (temperature sensors, fan driver modules) grows, and the pace of electronic fuses replacing traditional fuses is accelerating. These changes collectively point to an overall trend: protective devices are evolving from "mechanical" to
https://www.kjrchip.com/TI/248756.html
The underlying driving force of this transformation is the elevation of 'computing and electricity coordination' to a national strategy. In 2026, 'computing and electricity coordination' was included in the government work report for the first time, explicitly requiring that new intelligent computing centers have an energy storage allocation ratio of no less than 15%-20% and a green power consumption ratio of no less than 80%. At the same time, the explosive growth of AI computing power is forcing a rapid iteration of power supply architectures. NVIDIA's single-chip power has exceeded 1000W, and single cabinets are moving towards the MW level. Its released 800V power supply white paper outlined a clear evolution path from traditional AC UPS to HVDC sidecar and then to solid-state transformers. In high-power-density scenarios, traditional components such as power-frequency transformers, lead-acid batteries, and mechanical circuit breakers are increasingly inadequate, while new-generation components like SiC/GaN power devices, solid-state circuit breakers, and high-frequency isolation transformers are becoming new essentials.[eos]
When the energy storage system shifts from supporting traditional new energy sources to powering AIDC, there is a fundamental upgrade in technical parameters and component selection. The AIDC scenario imposes extremely high demands on energy storage systems: high power, millisecond-level response, and high reliability. The first layer of this technological upgrade directly affects the power semiconductor segment. In the era of computing power collaboration, the core trend in energy storage power devices has become very clear — a comprehensive switch from traditional silicon-based IGBT to wide bandgap semiconductors like SiC and GaN, while achieving higher frequency, higher voltage, and higher density, to meet the high-power, highly fluctuating, and reliable power demands of intelligent computing centers. In practical applications, energy storage PCS using SiC solutions can improve efficiency by about 1 percentage point and increase power density by 20%-25%. Due to the significant fluctuations in computing power loads, the energy storage system requires millisecond-level power response capability, and the high-frequency characteristics of SiC devices make them an ideal choice for key components such as isolated DC/DC converters.
In addition, the high-voltage DC architecture of AIDC power supply has also spawned entirely new categories such as solid-state circuit breakers and electronic fuses. Solid-state circuit breakers use SiC switches, reducing response times from milliseconds to microseconds, which is crucial for protecting expensive AI servers. At the same time, CBUs/BBUs have upgraded from supporting roles in traditional UPS systems to core necessities, placing new requirements for miniaturization and high power density on BMS chips, power switching devices, connectors, and other components. The trend of switching backup power from lead-acid batteries to lithium batteries is also becoming increasingly prominent. The replacement of lead-acid batteries with lithium directly drives a comprehensive upgrade of BMS—significantly increasing the usage of high-precision AFE chips, MCUs, and current sensors, while the demand for thermal management components (temperature sensors, fan driver modules) grows, and the pace of electronic fuses replacing traditional fuses is accelerating. These changes collectively point to an overall trend: protective devices are evolving from "mechanical" to
https://www.kjrchip.com/TI/248756.html
