Enphase Energy Starts Power Module Production for AI Data Centers

Key Facts

1Enphase Energy has commenced domestic production of power modules for solid-state transformer racks in AI data centers.

2The company secured broad utility approvals for its meter collar hardware.

3ENPH shares faced pressure due to a sector-wide wave of solar selling driven by broader market headwinds.

Enphase Energy has commenced domestic production of power modules for solid-state transformer racks in AI data centers. According to Kalkine Media, the company has also secured broad utility approvals for its meter collar hardware as part of its strategic diversification.

These developments occur as ENPH shares face pressure from a sector-wide sell-off in the solar industry. ENPH closed at $32.40 on September 25, 2026, with the stock trading between a low of $32.35 and a high of $33.22 during that session.