What happened
During an institutional phone exchange on August 28, Sungrow said it has high hopes for its AIDC business, pointing to rapid growth in the global data center system power supply market and a shift toward high-voltage direct current.
The company said SST growth certainty is strong, and that AIDC paired with energy storage is on the eve of a surge. It noted that demand currently centers on meeting AIDC grid-connection queue needs, with load smoothing, arbitrage, and connection capacity optimization expected to emerge later.
Sungrow said its accumulated layout and experience across AIDC, renewable energy, storage with AIDC, and independent storage positions the company for explosive growth in related business.
Why it matters
The comments signal that Sungrow views AIDC-related power infrastructure and storage as a major growth engine, not just a side opportunity. The shift toward high-voltage DC and the expected evolution of storage use cases could reshape demand patterns for power supply and energy storage vendors.
If the predicted surge materializes, Sungrow's broad positioning across renewable energy, storage, and AIDC power systems could give it competitive advantages as data center grid integration becomes more complex.
Key facts
Sungrow made the remarks during an institutional phone exchange on August 28.
The global data center system power supply market is growing rapidly and developing toward high-voltage direct current.
Sungrow expects its related AIDC, renewable energy, and energy storage businesses to experience explosive growth.
Current AIDC storage demand is driven by grid-connection queue needs, with load smoothing, arbitrage, and optimized connection capacity expected later.
What to watch next
Whether AIDC-paired storage moves beyond grid-connection needs into load smoothing, arbitrage, and capacity optimization as the company anticipates.
How quickly the market adopts high-voltage DC and SST solutions, which Sungrow sees as having strong growth certainty.
Whether Sungrow's accumulated experience across AIDC, renewable energy, and independent storage translates into rapid revenue growth in coming periods.