On the latest episode of the DCF Show Podcast, Data Center Frontier Editor in Chief Matt Vincent sits down with Kelly Gray, Senior Director at Delta Electronics, for an in-depth conversation about how AI is fundamentally reshaping data center power, cooling, and systems architecture.

Gray explains how Delta’s “chip-to-grid” strategy positions the company at the intersection of server design, thermal management, high-voltage DC power distribution, and next-generation AI infrastructure deployment.

As GPU densities climb and liquid cooling becomes mandatory for advanced AI systems, Gray argues that power and thermal design are no longer secondary considerations. They are now driving the entire facility architecture.

The discussion explores Delta’s leadership role in emerging 800 VDC architectures, including rack-level and facility-wide DC distribution systems, along with the company’s recently introduced 2.4 MW CDU designed for 800 VDC environments.

Gray describes the transition to high-voltage DC as “very real” and already underway with hyperscale and AI infrastructure customers.

The conversation also dives into microgrids, solid-state transformers (SSTs), solid oxide fuel cells, and the growing importance of on-site power generation as utilities struggle to keep pace with AI demand growth.

Gray outlines Delta’s vision for AI data centers that operate as “good neighbors” through cleaner generation, energy storage integration, and grid support capabilities.

Additional topics include Nvidia Omniverse-driven digital twins, modular infrastructure deployment, prefabrication strategies, and how AI itself may help solve the operational and architectural challenges AI creates.

The episode provides a detailed look at how one of the industry’s major power and thermal players sees the future of AI infrastructure evolving, from the rack all the way to the grid.

Delta Electronics and the Rise of the AI Infrastructure Stack

The Data Center Frontier Show

Delta Electronics and the Rise of the AI Infrastructure Stack