As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly, driving a sharp rise in power consumption. Infineon has put forward a “Vertical Power Delivery” (VPD) architecture aimed at improving efficiency, saying the approach can boost efficiency by about 10% while cutting power loss by a similar margin. Power semiconductor materials such as silicon carbide (SiC) and gallium nitride (GaN) are emerging as key enablers of the design.