Who makes power shelves & PSUs for AI data centers
Power shelves & PSUs (33 kW-class ORV3 shelves, rack-level)
The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
Power shelves sit between the facility's electrical distribution (layer 7) and the busbar or whips (4.15) that carry power the rest of the way to each tray; they're the rack's own bulk power-conversion stage. The Open Rack V3 form factor standardizes a 33 kW-class shelf design shared across ODMs, which lets a rack-scale system swap in shelves from multiple suppliers without re-engineering the rack's power architecture. AI racks need far more power-shelf capacity than a conventional server rack because GPU trays draw far more continuous power than general-purpose compute, and a growing share of that conversion work happens with wide-bandgap power semiconductors (4.12a) rather than silicon, since GaN and SiC devices handle these currents at higher efficiency and in less space. For investors, this tier tracks rack power density directly: as GPU generations draw more power per tray, shelf count and shelf capacity per rack both rise, and the suppliers who qualify early on a new shelf generation tend to hold that position through the generation's full production run.
AI delta: GPU trays draw far more continuous power than general-purpose compute, which is why rack-scale AI systems need substantially more power-shelf capacity per rack than a conventional server rack, and why wide-bandgap semiconductors are displacing silicon inside the shelf.
Companies on this part (12)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| AcBel | manufacturer | public | 6282.TW | 41.70 TWD | -3.0% | inferred | |
| Advanced Energy/Artesyn | manufacturer | public | AEIS | 217 USD | +1.1% | disclosed | · source |
| Bel Fuse | manufacturer | public | BELFA | 161 USD | -0.6% | disclosed | · source |
| Chicony Power | manufacturer | public | 6412.TW | 72.30 TWD | -2.0% | inferred | |
| Cosel | manufacturer | public | 6905.T | 1287 JPY | -1.3% | inferred | |
| Delta Electronics | manufacturer | public | 2308.TW | 1560 TWD | -3.4% | inferred | |
| Eaton | manufacturer | public | ETN | 366 USD | -1.7% | inferred | |
| Flex | manufacturer | public | FLEX | 76.55 USD | -0.2% | inferred | Power Modules |
| FSP | manufacturer | public | 3015.TW | 50.00 TWD | -1.6% | inferred | |
| Lite-On | manufacturer | public | 2301.TW | 256 TWD | -2.7% | inferred | |
| Murata | manufacturer | public | 6981.T | 6275 JPY | -2.8% | inferred | |
| Vertiv | manufacturer | public | VRT | 194 USD | -0.2% | inferred |
GaN and SiC inside 4.12a
Who competes here
The same table read the other way: every company above competes for power shelves & PSUs sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Seen in real machines
power shelves & PSUs is named in 3 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine. The companies shown are the ones named on that line, not necessarily the maker of this part.
- Nvidia GB300 NVL72 · rack teardown
- Frontier · supercomputer
- Cabinet power (four power shelves per cabinet, up to eight AC/DC rectifiers each) — HPE
- Aurora · supercomputer
- Blade and cabinet power (rectifiers to 380 V DC, 8 on-blade IVOC converters from 380 V to 12 V) — HPE
Nearby parts
- Children: GaN and SiC inside
- Previous in layer: Timing, security & misc board silicon
- Next in layer: Fans
- Layer: Layer 4 — Servers, racks & integration
From the blog
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- IBM infrastructure revenue bounces back after Q2 drop — Data Center Dynamics, 2026-10-22IBM's CEO highlighted the positive momentum expected from sovereign AI initiatives boosting infrastructure revenue after a dip in the second quarter.
- Amazon spends US$220B on AI as power delays squeeze cash flow — DigiTimes, 2026-10-22Amazon's planned $220B AI CAPEX for 2026 is hampered by power and construction delays, causing hardware like server racks to stockpile in warehouses.
- Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts — DigiTimes, 2026-10-21Supermicro updated its sales forecasts upwards due to stronger demand for its AI platforms and a favorable product mix.
- Data Center Power a Prominent Highlight of OCP 2026 — EE Times, 2026-10-16The OCP Summit highlighted key components related to data center power, including power delivery boards, PSU designs, hot-swap controllers, and telemetry.
- Google data center strategic sourcing exec heads to OpenAI — Data Center Dynamics, 2026-10-13Google's strategic sourcing executive is joining OpenAI to focus on high-speed interconnects and rack power infrastructure.
- AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles — DigiTimes, 2026-10-12The integration of Silicon Carbide (SiC) and Gallium Nitride (GaN) technologies is enabling power delivery systems to handle the megawatt-scale power requirements of modern AI racks.
- Sponsored: Why do liquid-cooled AI data centers require different backup power strategy? — Data Center Dynamics, 2026-10-10The article discusses how the high power density and rapid load fluctuations of liquid-cooled AI data centers necessitate specialized backup power strategies and hardware.
- AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization — DigiTimes, 2026-10-08Episil reports a V-shaped recovery in Silicon Carbide (SiC) demand driven by AI, while Gallium Nitride (GaN) and TVS capacity are currently at full utilization.
- Modder 'fixes' melting RTX 5090 power connectors with custom distributor — Tom's Hardware, 2026-10-04A community modder developed a custom power distribution solution to address melting issues with the power connectors on the NVIDIA RTX 5090 GPU.
- Huawei and Alibaba Tout Progress in AI Chip, Clusters, and Models — HPCwire, 2026-09-25Huawei showcased new products and offerings, including AI chips and clusters, while Alibaba announced new chips, servers, and AI models to advance AI scale.
Questions about power shelves & PSUs
- What are power shelves & PSUs?
- The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- Which companies make power shelves & PSUs for AI data centers?
- This catalog lists 12 companies on Power shelves & PSUs, 12 of them with listed equity: AcBel, Advanced Energy/Artesyn, Bel Fuse, Chicony Power, Cosel, Delta Electronics, Eaton, Flex, FSP, Lite-On, and 2 more.
- How does AI change demand for power shelves & PSUs?
- GPU trays draw far more continuous power than general-purpose compute, which is why rack-scale AI systems need substantially more power-shelf capacity per rack than a conventional server rack, and why wide-bandgap semiconductors are displacing silicon inside the shelf.
- How reliable are these power shelves & PSUs supplier placements?
- The 12 placements on this part break down as 2 disclosed, 10 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON