Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

DIGITIMESAugust 14, 2026en

The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation bringing sharp increases in power density and thermal requirements. Suppliers that cannot match that pace in R&D or capacity deployment risk missing the next design cycle.

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