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In this interview from theCUBE + NYSE Wired: AI Factories, Lanford Liu, head of Delta Electronics Capital Company at Delta Electronics, joins Rodney Liu, head of investor relations at Delta Electronics, to talk with theCUBE's John Furrier about the critical role of power conversion technology in building and scaling AI factories. Lanford Liu describes Delta as a power conversion expert spanning everything from chip-level DC-to-DC converters to grid-scale AC-to-DC rectifiers, with most equipment operating at 98% efficiency or higher. He notes Delta's R&D spending approaches 10% of revenue, fueling a deep bench of power electronics engineers and ongoing migration toward silicon carbide and gallium nitride semiconductors. The discussion also touches on the industry's shift toward higher-voltage architectures, including 400-volt and 800-volt DC systems, as data centers push for greater density and efficiency. The conversation explores how Delta is adapting to the AI factory era, from supplying liquid-to-air cooling sidecars for hyperscalers to developing modularized, containerized data centers that bundle power, thermal and network infrastructure. Rodney Liu shares how investor conversations increasingly center on AI-driven demand, supply constraints and technology competition, while Lanford Liu outlines Delta's growth strategy, blending organic expansion with M&A and minority investments to explore adjacent fields. The two also describe close co-design relationships with companies like NVIDIA and major hyperscalers, where evolving chip and system requirements demand constant engineering iteration. From the risks of unstable current disrupting GPU processing to emerging bets on immersion cooling and microgrids, the interview underscores why reliable power engineering is foundational to the AI buildout. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Powering Tomorrow: The Role of AI and Delta Electronics' Innovations 02:26 - Navigating Progress: Power Technology and AI Manufacturing 05:35 - Investor Relations and Growth Strategies 08:43 - The Pace of Engineering and Market Dynamics 12:07 - Innovative Trends in Data Center Design and Power Systems 15:52 - Collaboration with Industry Leaders 17:54 - Navigating Future Innovations: Strategies, Challenges, and Conclusions #theCUBE #AIFactories #theCUBEresearch #NYSEWired #DeltaElectronics #NVIDIA #PowerElectronics

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