WantedToRetireEarly
Nov 10, 8:48 PM
$ENPH $SEDG New Bloomberg article on reimaging the transformer
For solar energy entrepreneur Meir Adest, the Nvidia plan was a light-bulb moment. He saw a viable market for a novel electrical device his company, SolarEdge Technologies Inc., had once begun developing, but abandoned during a market downturn.
“We already spent years perfecting” technology that would eliminate the need for traditional transformers, Adest, SolarEdge’s co-founder, said in an interview.
Victorious Democrats across a swath of states have promised to rein in the data center build-out, including notably in Texas, where over a quarter of the US’s data centers are being built. That means energy efficiency and maximizing already permitted infrastructure will be key for builders. The new devices, known as solid-state transformers, offer one answer to alleviating strain on the grid – and potentially provide a lucrative windfall to companies that are fastest to market.
https://www.bloomberg.com/news/features/2026-11-09/nvidia-s-data-center-vision-spurs-race-to-reinvent-electric-transformers
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