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Shuki Nir

CEO, SolarEdge Technologies

Search every verified Shuki Nir interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Shuki Nir, CEO of SolarEdge Technologies, spoke at the company's Investor Day on September 10, 2026, where he outlined the company's strategic focus on expanding its core business and entering the AI data center market. He stated that SolarEdge has secured $1.7 billion in firm customer commitments for deliveries between 2027 and mid-2030, noting that most residential contracts are for inverters that require accompanying optimizers. Nir also highlighted the company's efforts to address technical challenges in power conversion for AI factories, citing a 1% efficiency gain in a 100-megawatt facility as potentially enabling one additional megawatt for GPUs without requiring new grid infrastructure, which he estimated could generate $20 million in value. Nir emphasized that SolarEdge's existing expertise in power engineering positions the company to compete in the AI factory opportunity, claiming that ecosystem partners have indicated the company is ahead of competitors in both product performance and timeline. He expressed confidence in the company's ability to grow revenue while expanding margins, building on its two decades of experience in solar optimization technology.

Recent appearances

  • SolarEdge Technologies Investor Day 2026 | Nexis & Storage Product Roadmap Unveiled

    September 14, 2026 · 📺 i101

    SolarEdge Technologies Investor Day 2026 | Nexis & Storage Product Roadmap Unveiled | Sep 10, 2026. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General…

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  • $SEDG SolarEdge Q4 2025 Earnings Conference Call

    February 18, 2026 · 📺 EARNMOAR

    02/18/2026 Q&A: 20:37 SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally. The company offers power optimizers, inverters, lithium-ion cells, batteries, storage solutions, electric vehicle chargers and software management of EV charging, smart energy products, smart trackers, and smart energy management software products; Monitoring platform, a cloud-based monitori…

    Watch on YouTube ↗

  • $SEDG SolarEdge Technologies Q1 2025 Earnings Conference Call

    May 06, 2025 · 📺 EARNMOAR

    05/06/2025 Q&A: 21:19 SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally. The company offers power optimizers, inverters, lithium-ion cells, batteries, storage solutions, electric vehicle chargers and software management of EV charging, smart energy products, smart trackers, and smart energy management software products; Monitoring platform, a cloud-based monitori…

    Watch on YouTube ↗

  • SolarEdge (NASDAQ: SEDG) - Q4 2024 Earnings Call

    April 05, 2025 · 📺 Business Presentations

    If you wanna have it on Spotify: https://open.spotify.com/episode/72GzH1pyPEICZZjDs7EOdJ?si=2-y4JusRRiqAPCPq3LdukQ ...

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