solid-state transformers

also referred to as: solid-state transformer

4 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Drew Baglino · across every show →

Everything said about solid-state transformers, oldest first

Feb 19, 2026 bullish

Prediction Open · timeframe Feb 2031

Baglino: Data center rack voltages will reach 800V+ with SST architecture

“Now the backplane voltage of the racks will be 800 volts or even higher. And then you can use a SST based solution to go from medium voltage, 34 KV all the way to 800 volts with no gray space rooms with UPSs and power distribution panels and anything like that…”

Drew Baglino Feb 19, 2026 ▶ 42:23 The rise of grid power electronics with Drew Baglino

Feb 19, 2026 bullish

Assertion Supported

Baglino: Solid-state transformers are 50 to 100x more power dense

“So when we do this with a solid state transformer, we basically move the 60 hertz transformer to a hundred kilohertz transformer, And that makes it much smaller, like, 50 to a hundred times more power dense”

Drew Baglino Feb 19, 2026 ▶ 34:21 The rise of grid power electronics with Drew Baglino

Feb 19, 2026 bullish

Assertion Not checkable as stated

Baglino: SSTs eliminate 70% of data center electrical components and footprint

“And you can remove 70% of the stuff in the in the electrical diagram and a similar amount of footprint”

Drew Baglino Feb 19, 2026 ▶ 43:08 The rise of grid power electronics with Drew Baglino

Feb 19, 2026 bullish

Prediction Not checkable as stated

Baglino: Solid-State Transformers Will Replace Passive Ones

“I believe that solid-stage transformers are going to replace passive ones.”

Drew Baglino Feb 19, 2026 ▶ 25:56 The rise of grid power electronics with Drew Baglino

solid-state transformers

Everything said about solid-state transformers, oldest first

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