What if the future of AI, humanoid robots, wider robotics, drones, MegaWatt EV charging and renewable energy is not limited by software, batteries or semiconductors alone – but by how intelligently power moves through the system?
That was the broader signal from PCIM Europe 2026 in Nuremberg this June. AI data centres are already exposing the limits of traditional power infrastructure. NVIDIA’s DGX GB200 rack-scale system consumes around 120kW per rack, while Infineon expects AI server rack power to rise toward 500kW and potentially 1MW by the end of the decade. At those densities, power supply design is no longer a background engineering function. It becomes the architecture that determines what can be built.
This is why the industry is moving beyond conventional 12V and 48V assumptions toward higher-voltage DC systems, including 800V HVDC architectures for future AI factories. Higher voltage lowers current for the same power, reducing cable losses, copper demand, heat and distribution complexity. The same logic is now appearing across EV charging, robotics, motor drives, DC microgrids and renewable energy systems.
PCIM 2026 reflected this wider shift. The event brought together more than 650 companies from 27 countries across roughly 40,000 square meters of exhibition space, supported by more than 500 presentations. More importantly, it showed that power electronics is moving from component optimization to infrastructure-level design. Solid-state transformers, motor drives, megawatt EV charging, robotics, traction solutions, SiC and GaN are not separate stories. They are different expressions of the same market direction: electrified systems need smarter, denser and more controllable power architectures.
Four power electronics signals from PCIM 2026
- Solid State Transformers (SSTs) are becoming intelligent power nodes.
SSTs are not just lighter or more advanced transformer replacements. They combine voltage conversion, galvanic isolation, bidirectional power flow, digital control and power quality management. Next-gen SSTs are expected to even take up lesser space and be more efficient, ideal for large datacentres and side cars we are now expecting. PCIM’s SST coverage highlights their role in medium-voltage, MW-range applications where controllability and isolation matter. This makes them relevant for AI data centres, Megawatt EV charging hubs, DC grids, renewable integration, rail, marine and industrial facilities. The early adoption logic is clear: SSTs will gain traction first where conventional grid infrastructure struggles with dynamic loads, bidirectional energy flow and fast fault response.- On similar application market (data centre), most semiconductor companies were demonstrating their 800V or +/- 400V upto 48V to 12V to 6V and even <1V solution, open to various architectures.
- Motor drives are entering a new density and integration cycle.
Motor drives (traction solutions) sit at the centre of robotics, humanoids, drones, factory automation, pumps, fans, compressors and EV auxiliaries. At PCIM, intelligent motion was less about “better motors” and more about compact power electronics closer to the actuator. For humanoid robots especially, power density is not just a specification – it affects weight, heat, joint design, cable routing, runtime and safety. GaN and SiC are enabling faster switching, smaller passives, lower losses and tighter integration between drivers, sensing, control and thermal design. The next generation of robotics will depend heavily on how efficiently power can be converted and controlled inside very constrained mechanical spaces.
- Megawatt EV charging is becoming a grid-edge power electronics challenge.
PCIM’s e-mobility coverage points to Megawatt Charging Systems pushing beyond 1,000V and toward 1 MW+ output for trucks. At that scale, charging is no longer just a charger; it becomes a site-level energy system. Medium-voltage connection, SiC-based conversion, liquid-cooled cables, local battery buffers, grid constraints, power sharing and uptime all become part of the business case. This is especially important for logistics depots, commercial fleets and highway charging corridors, where utilisation and reliability matter as much as headline charging speed.
- SiC vs GaN is becoming the wrong debate
PCIM 2026 showed a more mature view: SiC and GaN are increasingly complementary. SiC is gaining strength in high-voltage, high-power and rugged applications such as EV traction, solar, energy storage, medium-voltage systems, fast charging and AI power infrastructure. GaN is advancing in high-frequency, high-density conversion, compact power supplies, robotics drives and emerging bidirectional architectures. The real advantage is not choosing one material over the other, but knowing where each creates the best system value. In many future architectures, SiC will handle the high-voltage front end while GaN supports dense intermediate or point-of-load conversion closer to the application.
- Wireless charging technology has minimal presence
This year at PCIM 2026, WAWT witnessed little presence of wireless power solutions, except some innovative wireless power coils and transformers from Wurth Electronics. And 1kW/22kW wireless On-Board Combo Charging solution exhibited first-time by UK-based Semtronics.
WAWT takeaway
PCIM 2026 made one thing clear: power electronics is now the connective architecture behind the next infrastructure cycle.
AI data centres need higher-voltage distribution and resilient power management. Humanoid robots (as well as drones) need compact, efficient and thermally disciplined power conversion. EV charging needs MW-scale grid-edge systems. Renewables and DC grids need bi-directional, controllable infrastructure. SiC and GaN need to be judged less by device physics alone and more by the system architectures they enable.
The next winners in power electronics will not simply be those that switch faster or convert more efficiently. They will be the companies that understand the full power journey – from grid to rack, from converter to motor, from battery to charger, from semiconductor to system reliability. Wireless charging had relatively less visibility at PCIM this year.
At PCIM 2026, the message was clear: power electronics are no longer hidden inside the application. It is becoming the application’s competitive edge.
About WAWT – Power Supply & Wireless Power Market Intelligence
WAWT is a specialized market intelligence provider focused exclusively on the global power supply and wireless power ecosystem. Through structured research frameworks and continuous industry monitoring, WAWT delivers actionable insights across AC-DC, DC-DC, SMPS, wireless charging, wireless power transfer , and application-specific power technologies.
Our Power Supply & Wireless Power Market Intelligence platform offers end-to-end visibility into technology evolution, competitive dynamics, and demand shifts across major verticals including data centers, electric vehicles, telecommunications, industrial automation, medical systems, consumer electronics, wearables, and transportation infrastructure.
WAWT’s research methodology combines primary industry engagement, vendor benchmarking, supply chain analysis, patent and technology tracking, and market trend monitoring to provide a comprehensive view of industry developments. Our reports help stakeholders understand where value is shifting, which technologies are gaining traction, and how regional dynamics are influencing growth opportunities.
Key coverage areas include:
- AC-DC and DC-DC merchant power supply market analysis
- Wireless power and wireless charging ecosystem intelligence
- External power adapters, chargers, and charging infrastructure analysis
- Vendor market share rankings and competitive positioning
- Technology roadmap tracking, including wide-bandgap semiconductor adoption (GaN and SiC)
- Wireless charging standards and technology developments across Qi, NFC Wireless Charging, and proprietary solutions
- Application-level demand forecasting and use-case analysis
- Regional supply chain, manufacturing, and sourcing trends
- Patent, innovation, and technology landscape assessment
WAWT’s flagship research publications include the Global AC-DC & DC-DC Merchant Power Supply Market Report, External Power Adapters & Chargers Report – 2025 Edition, and its industry-recognized Wireless Power Market Tracker. These reports provide data-driven forecasts, market sizing, competitive intelligence, and strategic insights designed to support product planning, investment decisions, technology roadmapping, and long-term growth strategies.