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Raghuveer Belur

SVP, Co-founder & Chief Products Officer, Enphase

Search every verified Raghuveer Belur interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Raghuveer Belur, co-founder and chief products officer at Enphase, spoke at the AI Infra Summit 2026 about the company's expansion into solid-state transformers (SSTs) for data center power delivery. He discussed how rack power demand is projected to rise from roughly 30 kW to 1 MW within four years, with the industry converging on 800 VDC at the rack. Belur described Enphase's SST as a device that converts medium voltage directly to 800 VDC, eliminating multiple conversion stages and associated losses, cabinets, and failure modes. He noted that Enphase is leveraging two decades of microinverter technology—having shipped 90 million units operating in temperatures from -40 to +65 °C—to build a power module that functions as a microinverter on rooftops and as an SST in data centers. Belur emphasized that technology alone is insufficient, citing the need for a compatible supply chain and manufacturing capacity, and stated Enphase's current capability of about 12 million devices per year could scale to tens of gigawatts annually. Belur also highlighted the broader implications of SST adoption, saying that improving data center power delivery reduces the amount of energy purchased from the grid and allows data centers to provide grid services. He invited attendees to view a power module at Enphase's booth. In a separate quote from the same appearance, Belur discussed NVIDIA's Vera CPU, describing it as opening a new $200 billion total addressable market for NVIDIA and noting that every major hyperscaler is partnering to deploy it, with ramping beginning in the second half of the following year.

Recent appearances

Notable quotes

“These kind of incentives whether that is an investment tax credit or NEM which is also an industry incentive or any other incentives they need to be a catalyst and not a crutch.”

“I really think that the sooner the government's out of the energy business which unfort you know the better it is for our industry and and we should never underestimate the importance and the criticality of our industry.”

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