AI Server Rack Power Supply Research:CAGR of 5.8% during the forecast period

QY Research Inc. (Global Market Report Research Publisher) announces the release of 2025 latest report "AI Server Rack Power Supply- Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031". Based on current situation and impact historical analysis (2020-2024) and forecast calculations (2025-2031), this report provides a comprehensive analysis of the global AI Server Rack Power Supply market, including market size, share, demand, industry development status, and forecasts for the next few years.

The global market for AI Server Rack Power Supply was estimated to be worth US$ 245 million in 2024 and is forecast to a readjusted size of US$ 380 million by 2031 with a CAGR of 5.8% during the forecast period 2025-2031.

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AI Server Rack Power Supply Market Summary

AI Server Rack Power Supply is a basic device designed specifically for AI server racks to provide stable and efficient power supply for server clusters. As AI servers are equipped with a large number of high-performance GPUs or ASIC acceleration hardware, the overall power consumption, heat dissipation and power supply requirements are higher than those of traditional general-purpose servers. AI server rack power supplies must meet stringent requirements such as high power, high efficiency, redundant design, and intelligent monitoring and management to support the normal operation of high-power components such as the motherboard, CPU, and GPU in the server.

According to the new market research report "Global AI Server Rack Power Supply Market Report 2025-2031", published by QYResearch, the global AI Server Rack Power Supply market size is projected to reach USD 380 million by 2031, at a CAGR of 5.8% during the forecast period.

Figure00001. Global AI Server Rack Power SupplyMarket Size (US$ Million), 2020-2031

AI Server Rack Power Supply

Above data is based on report from QYResearch: Global AI Server Rack Power Supply Market Report 2024-2030 (published in 2024). If you need the latest data, plaese contact QYResearch.

Figure00002. Global AI Server Rack Power Supply Top 7 Players Ranking and Market Share (Ranking is based on the revenue of 2024, continually updated)

AI Server Rack Power Supply

Global AI Server Rack Power Supply Top 7 Players Ranking and Market Share

Ranking

Maufacturers

Market Share(2024)

1

Delta

28%

2

Vertiv

22%

3

LITEON

18%

4

FSP Group

12%

5

Infineon

8%

6

Navitas Semiconductor

5%

7

NVIDlA Developer

2%

Others

5%

According to QYResearch Top Players Research Center, the global key manufacturers of AI Server Rack Power Supply include Delta, Vertiv, etc. In 2024, the global top three players had a share approximately 68.0% in terms of revenue.

Market Landscape Analysis Summary
System integrators dominate the market: Delta Electronics, Vertiv, and Liteon, the three largest system integrators, collectively hold nearly 70% of the market share, demonstrating the extremely high requirements of the AI ​​server power supply market for system-level design, manufacturing, reliability, and global service capabilities.

Chip suppliers are the core of value: While companies like Infineon and Navidas may not have large market shares, they are the source of technological innovation. Their advanced power devices are key to achieving high performance in AI power supplies, enjoying extremely high profits and value.

NVIDIA is the invisible "rule-maker": Through its GPUs and server standards, NVIDIA has profoundly defined the power, size, and power supply requirements of AI servers. All power supply manufacturers must closely follow its technology roadmap; its influence is ubiquitous.

Top 3 Manufacturers Introduction

Delta

Delta is a leading global supplier of power management and thermal solutions, with businesses spanning industrial automation, infrastructure, and energy management. In the field of AI server rack power supplies, Delta holds a core market position thanks to its high-density power technology, providing GPU server clusters with high-efficiency rectifier modules up to 30kW per unit. These modules utilize silicon carbide and gallium nitride power devices to achieve a conversion efficiency of over 96%, and dynamically optimize energy consumption through intelligent power management algorithms. Its rack-level power solutions are widely used in AI data centers of major cloud service providers worldwide, becoming a critical infrastructure supporting high computing power demands.

Vertiv

Vertiv is a global leader in critical digital infrastructure equipment and continuity solutions, with businesses spanning data center power, thermal management, and integrated systems. In the field of AI server rack power, Vertiv provides end-to-end solutions deeply integrated with liquid cooling systems. Its high-density power modules support power outputs exceeding 50kW per rack, employing intelligent power management technology and real-time monitoring systems to ensure power stability and energy efficiency optimization for GPU clusters under extreme loads, making it a core power supplier for hyperscale AI data centers.

LITEON

LITEON is a leading global supplier of electronic components and power solutions, with core businesses encompassing optoelectronic products, power management, and cloud hardware. In the field of AI server rack power supplies, LITEON leverages its high power density technology to provide global mainstream server manufacturers with high-efficiency power solutions supporting over 30kW per rack. Employing gallium nitride technology and intelligent current sharing design, these solutions achieve a conversion efficiency of over 96% and precisely match GPU load fluctuations through dynamic power management, making LITEON a key supplier for AI data center infrastructure.

Industry Chain (Upstream & Downstream) Analysis

The AI ​​server rack power supply industry chain is characterized by high-tech integration. Upstream, core semiconductor manufacturers dominate: Infineon and Navidas provide GaN/SiC power devices; Texas Instruments supplies digital power management chips; Vishay and Murata provide high-performance capacitors and magnets. Downstream demand is concentrated in global computing infrastructure: Microsoft Azure and Amazon AWS deploy 30kW+ rack solutions in AI data centers; Nvidia integrates custom power supplies in its DGX SuperPOD; ByteDance and Tencent procure high-efficiency power systems for their large model training clusters. The industry chain is evolving towards high power density and intelligent power supply, driven by breakthroughs in upstream wide-bandgap semiconductors and the explosive growth in downstream computing power demand.

Market Dynamics

AI Server Rack Power Supply Industry Trends
1. High Power Density and Liquid Cooling Integration Become Core Technologies

As the power of a single GPU rack exceeds 50kW, traditional air-cooled power supplies have reached their heat dissipation limits. The industry is evolving towards an "electrically driven liquid-cooled" architecture, integrating liquid cooling plates directly into the power module for efficient heat conduction. High-density power solutions using gallium nitride/silicon carbide power devices at 3kW/in3 are becoming mainstream, coupled with rack-level cooling systems to support next-generation AI clusters reaching power levels of 100kW/rack.

2. Intelligent Management and System-Level Energy Efficiency Optimization

Digital twin technology is being applied to the entire lifecycle management of power systems. By embedding multi-dimensional sensors and AI algorithms, the system can track the power consumption characteristics of each GPU in real time and dynamically adjust the phase power supply strategy to achieve optimal energy efficiency. Predictive maintenance functions can provide 14-day advance warning of component failures, and combined with intelligent load scheduling, this reduces PUE to below 1.1, significantly lowering operating costs.

3. Deep Integration of Standardized Architecture and Sustainable Development

To address diverse deployment scenarios, modular and scalable architectures have become standard infrastructure features. OCP open standard rack power solutions are rapidly gaining popularity, supporting plug-and-play functionality for devices from different manufacturers. Environmentally friendly design is integrated throughout the entire product lifecycle, utilizing over 95% renewable materials, and a carbon footprint traceability system provides full visibility, perfectly aligning with the ESG strategic requirements of global technology companies.

AI Server Rack Power Supply Industry Development Opportunities
1. Explosive Growth in Global AI Computing Power Demand: The commercial application of large language models such as ChatGPT has triggered a global AI computing power arms race, leading to the continuous expansion of hyperscale data centers. The power consumption of a single GPU server has evolved from 6kW to over 30kW, with AI training clusters often requiring megawatt-level power support. This exponentially increasing power demand has directly created a rigid demand for high-density, high-power rack power supplies, becoming the core growth engine of the market.

2. Rising Chip Power Consumption and Technological Iteration Pressure: The TDP of advanced GPUs such as the NVIDIA H100/B200 has exceeded 1000W, and single-rack deployment density continues to increase. Traditional power architectures cannot meet the power supply requirements of the new generation of AI accelerator cards, forcing data centers to comprehensively upgrade their power infrastructure. 48V DC power supply architecture and efficient heat dissipation technology have become necessities, driving comprehensive technological innovation in power supply products from materials and topology to cooling methods.

3. Dual Pressures of Energy Cost Control and Regulations: Electricity costs account for more than 40% of total operating expenses for AI data centers, and carbon emission reduction regulations in various countries are becoming increasingly stringent. Every 0.5% improvement in conversion efficiency can save millions of dollars in electricity costs, prompting operators to prioritize the purchase of ultra-efficient power supplies with a conversion efficiency of over 96%. Policies such as the EU ErP Directive and China's PUE restrictions are accelerating the phasing out of inefficient power equipment, creating alternative growth opportunities for high-performance rack power supplies.

AI Server Rack Power Supply Industry Restraints
1. Technological Bottlenecks and Thermal Management Challenges

As rack power density advances to 50-100kW, power systems face severe challenges in balancing thermal management and efficiency. Traditional air-cooling solutions are nearing their physical limits, while the introduction of liquid cooling technology faces challenges of high cost (increasing initial investment by over 40%) and system complexity. Simultaneously, maintaining a conversion efficiency of over 96% while keeping ultra-high power density requires overcoming limitations in existing semiconductor materials and technological architectures, constituting a significant technological barrier.

2. Supply Chain Bottlenecks and Cost Pressures

The supply of key components for AI server power supplies, such as gallium nitride power devices, high-performance magnetic materials, and dedicated control chips, is tight, with delivery cycles as long as 30-50 weeks. This supply chain instability directly impacts capacity expansion and product delivery capabilities. Furthermore, power systems using advanced technologies and materials cost 2-3 times more than traditional solutions, placing a heavy financial burden on large-scale deployments, especially against the backdrop of the current global economic downturn.

3. Lack of Standards and System Compatibility Issues

The industry lacks a unified standard for high-power power supply architectures. Different manufacturers use different voltage levels, connector specifications, and communication protocols, leading to high system integration complexity. This fragmentation exposes data center operators to vendor lock-in risks and hinders the implementation of multi-source procurement strategies. Furthermore, frequent compatibility issues between new power systems and existing infrastructure increase deployment complexity and upgrade costs, slowing down technology adoption.

The report provides a detailed analysis of the market size, growth potential, and key trends for each segment. Through detailed analysis, industry players can identify profit opportunities, develop strategies for specific customer segments, and allocate resources effectively.

The AI Server Rack Power Supply market is segmented as below:
By Company
Infineon
FSP Group
Navitas Semiconductor
Delta
NVIDIA Developer
Vertiv
LITEON

Segment by Type
Power: 3-8 kW
Power: 8-12 kW

Segment by Application
Data Center
High Performance Computing
Cloud Computing Services
Others

Each chapter of the report provides detailed information for readers to further understand the AI Server Rack Power Supply market:

Chapter 1: Introduces the report scope of the AI Server Rack Power Supply report, global total market size (valve, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry. (2020-2031)
Chapter 2: Detailed analysis of AI Server Rack Power Supply manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc. (2020-2025)
Chapter 3: Provides the analysis of various AI Server Rack Power Supply market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments. (2020-2031)
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.(2020-2031)
Chapter 5: Sales, revenue of AI Server Rack Power Supply in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world..(2020-2031)
Chapter 6: Sales, revenue of AI Server Rack Power Supply in country level. It provides sigmate data by Type, and by Application for each country/region.(2020-2031)
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc. (2020-2025)
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.

Benefits of purchasing QYResearch report:

Competitive Analysis: QYResearch provides in-depth AI Server Rack Power Supply competitive analysis, including information on key company profiles, new entrants, acquisitions, mergers, large market shear, opportunities, and challenges. These analyses provide clients with a comprehensive understanding of market conditions and competitive dynamics, enabling them to develop effective market strategies and maintain their competitive edge.

Industry Analysis: QYResearch provides AI Server Rack Power Supply comprehensive industry data and trend analysis, including raw material analysis, market application analysis, product type analysis, market demand analysis, market supply analysis, downstream market analysis, and supply chain analysis.

and trend analysis. These analyses help clients understand the direction of industry development and make informed business decisions.

Market Size: QYResearch provides AI Server Rack Power Supply market size analysis, including capacity, production, sales, production value, price, cost, and profit analysis. This data helps clients understand market size and development potential, and is an important reference for business development.

Other relevant reports of QYResearch:
Global AI Server Rack Power Supply Market Research Report 2025
Global AI Server Rack Power Supply Sales Market Report, Competitive Analysis and Regional Opportunities 2025-2031
Global AI Server Rack Power Supply Market Insights, Forecast to 2031

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