In just one week, gallium nitride (GaN) went from powering phone chargers to powering the future of AI. NVIDIA has tapped China's Innoscience for its 800-volt data-center program, proving GaN can handle the entire energy chain that feeds GPUs. But while Innoscience celebrates, Infineon is dragging it into court battles, and TSMC’s exit from GaN opens the field to new foundries. The message is clear: the AI race isn’t only about chips—it’s about who controls the electricity behind them. GaN and SiC aren’t side stories; they’re the backbone of the AI boom, and the next strategic chokepoints.
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