How Enphase’s New U.S.-Built IQ SST AI Data Center Modules Will Impact Enphase Energy (ENPH) Investors

Enphase Energy recently announced that its IQ Solid-State Transformer power modules are now being built in the United States for full-scale rack assembly and validation targeting AI data centers using 800 VDC architectures. This move extends Enphase’s power electronics expertise beyond residential solar into AI-focused data center infrastructure, supported by a domestic supply chain designed for megawatt‑scale deployment. We’ll now examine how Enphase’s push into IQ SST-enabled AI data...