GaN is winning the AI power argument, not yet the cost battle

Gallium nitride (GaN) is becoming a key power semiconductor for AI data centers: rising rack power and the shift to higher voltages require improved efficiency and power density. The technology still lags competitors on cost.

• GaN used in AI data center power circuits due to rising rack power
• Shift to high-voltage architectures requires high power density
• GaN still loses on price to other power semiconductors