Amperesand Targets 30 Megawatts of Commercial Medium-Voltage Solid-State Transformer Shipments to Hyperscale AI Data Centers in 2026

Amperesand Technologies disclosed in early 2026 that it will deliver 30 megawatts of commercial medium-voltage solid-state transformer (MV-SST) systems in calendar year 2026 to hyperscale AI data center customers, following its $80 million Series A round closed in November 2025. The 30 megawatt figure is the first commercial-volume number any pure-play SST startup has published with a near-term delivery commitment attached.

The 30 megawatt figure is meaningful in context. Amperesand’s technical reference is a 2.5 megawatt MV-SST demonstration the company executed in partnership with Eaton at the National University of Singapore in 2024. Scaling from a 2.5 megawatt single-unit demonstration to 30 megawatts of cumulative production-grade shipments within 24 months would represent a 12-times unit multiplier with no announced US or European serial-production facility, and against the global SiC wafer constraint that Wolfspeed has spent the past two years working to clear.

The hyperscale AI data center customer for the 2026 shipments has not been publicly named. The customer profile required to absorb 30 megawatts of MV-SST in a single calendar year aligns with the top three US hyperscale operators (Microsoft, Meta, Google), with NVIDIA’s own data center buildout, and with a small number of dedicated AI infrastructure companies including Oracle Cloud Infrastructure and CoreWeave. Any of those five customers is plausible.

The competitive context for Amperesand’s 30 megawatt target is also informative. DG Matrix is shipping its first commercially available multi-port SST in 2026. Heron Power is targeting 40 gigawatts (with a g) of annual production by H2 2027, an order of magnitude larger volume than Amperesand’s 30 megawatts. Eaton is shipping MV-SST through the Resilient Power acquisition. Delta Electronics has its 800 VDC SST product at OCP Summit 2025. Five companies are now competing for the same hyperscale AI data center MV-SST procurement budget in 2026.

The signal in Amperesand’s public 30 megawatt commitment is less about the specific volume and more about commercial confidence. SST startups have historically been reluctant to commit to specific delivery volumes in public because the risk of slippage is high and the embarrassment cost is also high. A public number tied to a 2026 calendar year is a credibility down payment.

Why It Matters

For hyperscale buyers, Amperesand’s commitment to ship 30 MW of medium-voltage SSTs in 2026 is the first near-term commercial-volume number any pure-play startup has attached to a delivery date, which turns the segment from roadmap talk into a testable claim. If Amperesand hits it, 30 MW becomes the reference other startups get measured against; if it slips, it validates the skeptics who argue SST volume commitments run years ahead of fab reality.

Critical Perspective

Editorial correction: This post is part of MGRID’s Solid-State Transformer industry coverage. As of May 2026, that body of work systematically framed manufacturer announcements, funding rounds, and laboratory demonstrations as commercial deployments. The reality is that field-deployed commercial-class SST in revenue service globally is measured in single digits, and almost every product cited in this series is at “announced” or “funded” stage, not “operational.” Readers should treat the specific claims in this post against the standards documented in our [SST Industry Reality Check](/?p=9044) (the per-claim audit table maps marketing language to verifiable deployment status). The corrective article is the canonical reference for SST industry reality; this post remains published with its original framing so the editorial drift is traceable.

Related Coverage

• Amperesand Raises $80 Million Series A Led by Walden Catalyst and Temasek for AI Data Center Solid-State Transformers: Amperesand’s funding round for AI data center solid-state transformers
• Eaton & NVIDIA: Beam Rubin DSX for Gigawatt AI Data Centers: Eaton and NVIDIA collaborate on AI data center power solutions
• Microsoft, Eaton Deploy 50M Solid-State Substation for 1.2 GW: Microsoft and Eaton deploy solid-state substations for AI data centers
• FREEDM Systems Center at NCSU: The 2008 NSF Center That Turned Solid-State Transformers Into Real Devices: History of solid-state transformers developed at NCSU