On September 8, Enphase Energy rose 5.03% in regular trading, trading at $38.215 per share, with turnover of approximately $43.12 million. The rally was driven by the company's announcement of a significant milestone in its IQ Solid-State Transformer (SST) development targeting AI data centers.

Enphase Energy disclosed that its 4 kW power modules are now being manufactured in Texas for constructing full-scale IQ SST racks. Solid-state transformers, an upgrade over traditional transformers, offer higher efficiency and a more compact form factor, making them well-suited for the high-density power infrastructure demands of AI computing. The company also revealed that a full IQ SST system demonstration is scheduled for November, with customer pilot programs planned for the following year to validate real-world performance.

This production launch follows a series of strategic moves by Enphase in the AI data center power space. The company previously joined the Open Compute Project as a Platinum member and published a white paper on its fifth-generation Kestrel ASIC, a purpose-built chip integrating control, sensing, communications, and security for GaN power conversion and solid-state transformer applications.

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