Jinpan Technology Responds to AI Compute Topic on Sept 28: Has Deployed HVDC 800V Power Architecture Solid-State Transformers
Bubble signal: 0 · NeutralRelevance 32OtherChina
Source: Google News: AI泡沫 · Published 2026-09-28
Summary
Jinpan Technology responded on September 28 to questions about AI compute, saying it has already laid out solid-state transformers for HVDC 800V power supply architecture. The statement is a business clarification about power technology for AI data centers, with no specific orders, investment amounts or capacity figures disclosed.
Bubble analysis
This item is only a company clarifying its positioning in power technology for AI data centers; it discloses no order values, capex or revenue figures, so it says almost nothing directly about whether AI is an investment bubble. At most it shows that AI compute buildout is drawing attention to supporting supply chains such as power equipment.
#china#power#datacenter
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