The first batch of 11 self-developed power cabins for computing centers from Tbea Co.,Ltd. has been officially shipped and delivered to the China Mobile Zhongwei Data Center in Ningxia. This delivery marks more than a standard equipment supply; it represents a milestone in the transition of SST solid-state transformers from technical validation to large-scale commercial application. Driven by the dual engines of "prefabrication and solid-state technology," it addresses the core pain points in power supply for AI Data Centers (AIDC), initiating a new cycle of revolution in computing infrastructure power supply.
Currently, AI large models are driving an exponential explosion in computing power demand, with single cabinet power rapidly escalating from 10kW to 150kW. High-density computing imposes extreme demands on the efficiency, space, flexibility, and stability of power supply systems. Traditional AIDC power construction has long relied on a "construction site model," with scattered processes such as high-voltage power distribution, transformer installation, low-voltage wiring, and UPS commissioning. Multiple persistent pain points have consistently constrained industry development. In terms of timelines, multi-party overlapping work leads to power construction cycles exceeding five months for 10MW-level data centers, making them susceptible to delays from weather and supply chain issues. Regarding quality, outdoor environments easily cause hazards like equipment moisture and wiring errors, leading to frequent operational failures. For upgrades, the lifecycle mismatch—50 years for buildings, 15 years for electromechanical systems, and 3-5 years for chips—means traditional civil construction models cannot adapt to the rapid iteration of computing power density, becoming a rigid bottleneck for AIDC expansion.
Tbea Co.,Ltd.'s power cabin fundamentally reconstructs the logic of AIDC power construction with a modular model of "factory prefabrication and plug-and-play." The product integrates the entire chain system—including high-voltage distribution, transformation, energy storage, and control—into a standardized cabin. Welding, wiring, assembly, and full-load simulation testing are completed in a precision workshop with constant temperature, humidity, and a dust-free environment, meeting delivery standards upon leaving the factory. This model achieves three major breakthroughs: First, timeline compression, with civil construction and cabin manufacturing proceeding in parallel, reducing the overall cycle from five months to three months, improving efficiency by over 30%. Second, quality control, with 100% factory inspection of key processes, avoiding over 90% of on-site construction hazards. Third, flexible upgrades, as the cabin reserves interfaces supporting seamless switching from UPS and Panama power supplies to SST solid-state transformers, building an evolvable power supply platform adaptable to long-term computing power iteration.
The SST solid-state transformer, as the core of the power cabin, is rightly termed the "Power CPU" of the AI era, driving a paradigm shift in power supply systems from "passive power transformation" to "active power control." Different from traditional transformers, SST utilizes third-generation semiconductor SiC devices and high-frequency transformers, replacing silicon steel sheet cores and copper wires, achieving single-stage conversion from 10kV AC directly to 800V DC. This enables leapfrog upgrades in three dimensions: efficiency, space, and intelligence. In terms of efficiency, the SST full-chain efficiency reaches 98.5%-99%, significantly higher than traditional UPS (88%-92%) and Panama power supplies (97%-97.5%). Based on calculations for a 100MW AIDC (with a 60% load rate and an electricity price of 0.7 yuan per kWh), the annual electricity cost with SST is 39.14 million yuan, saving 2.669 million yuan compared to UPS, with cumulative savings over 10 years reaching 26.69 million yuan. Compared to Panama power supplies, it saves 421,000 yuan annually, demonstrating significant long-term economic benefits. Regarding space, SST's power density is substantially increased, with a 2MW power device occupying only 70-80 square meters, saving 60% compared to traditional solutions and 20%-30% compared to Panama power supplies. The saved space can accommodate an additional 30% of GPU cabinets, directly boosting computing power output. In intelligence, SST integrates an industrial-grade PLC control system, responding to load fluctuations in milliseconds and real-time coordination with power distribution, cooling, and fire protection systems, reducing operational and maintenance costs by 60% and supporting efficient, unattended operation of AIDCs.
This commercial deployment signifies that Tbea Co.,Ltd. has mastered the core technology and engineering capabilities in the AIDC power supply domain. The "SST + Power Cabin" model combines the advantages of high efficiency, compactness, intelligence, and flexibility, precisely matching the development needs of AIDCs. As the scale of AI computing power continues to expand, AIDC power infrastructure is entering an upgrade window. SST solid-state transformers are expected to become an industry standard. Leveraging its first-mover technological barriers, mature manufacturing capabilities, and large-scale delivery experience, Tbea Co.,Ltd. is poised to deeply benefit from the trillion-yuan AIDC power infrastructure market, continuously leading innovation in computing power supply technology and contributing to the coordinated development of the digital economy and green energy.
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