$15+ Billion Market Opportunity

AI Data Centers Face Critical Power Challenge

Exponential Power Demand

AI workloads require unprecedented computational power, creating bottlenecks in data center infrastructure and driving massive energy consumption increases.

Thermal Management Crisis

High-density AI processors generate extreme heat, requiring sophisticated cooling solutions that consume 40% of total data center power capacity.

Power Efficiency Imperative

Traditional silicon-based power systems cannot handle AI's power density requirements efficiently, creating urgent need for SiC solutions.

AI Data Centers Save Billons With Silicon Carbide Technology

15% Power Cost Reduction

  • Cooling consumes 40% of AI data center power

  • SiC reduces cooling requirements by 35%

  • Overall power efficiency improves by 15%

Result: $18B annual savings across 124 gigawatts of new AI compute capacity by 2030

20% System CAPEX Savings

  • Smaller footprint requirements

  • Higher operating temperature tolerance

  • Reduced cooling infrastructure needs

Result: $248B savings in power system CAPEX across projected AI data center buildout

Reduced Power Plant Construction

  • 15% reduction in total power demand

  • 18 fewer gigawatt-scale power plants needed

  • $2.5B average construction cost per plant

Result: $46B savings in power generation infrastructure CAPEX

Silicon Carbide for Cooling in Advanced GPU's

AI chips require high packing density of GPU processors and memory. Advanced architecture optimizes performance through an interposer - today silicon, tomorrow high thermal conductivity silicon carbide.

Advantages of Silicon Carbide in Fast Charging EVs

1000v silicon carbide architecture used by BYD to achieve 5 minute charging times (for a 250 mile range)

Higher power conversion efficiency

Reduced heat generation enabling compact designs

Extended battery life through optimized charging

Support for 800V + 1000v architectures

Lower system weight and size

Enhanced thermal performance

Rapid Adoption of Silicon Carbide Semiconducts in EV's

Market Adoption

Major Global EV models now utilize SiC technology for superior charging speeds and extended range capabilities.

Tesla Models:

Model 3, Model Y, Model S, Model X, Cybertruck

BYD

Han L, Tan L

Hyundai/Genesis/Kia Models:

Hyundai Ioniq 5, Ioniq 6, Ioniq 9

Genesis GV60, GV70 Electrified, G90 Electrified

Kia EV6, EV9, Niro EV

German Luxury Brands:

Audi e-tron GT, RS e-tron GT, Q4 e-tron, Q6 e-tron, Q8 e-tron

BMW i4, iX, i7, iX3

Mercedes EQS, EQE, EQS SUV, EQE SUV

Porsche Taycan, Macan EV

American Brands:

Ford Mustang Mach-E, F-150 Lightning

Chevrolet Blazer EV, Equinox EV

Cadillac Lyriq, Celestiq

Other Notable Models:

Lucid Air

Polestar 3, Polestar 4

Volvo EX90, EX30