Infineon Positions Itself as the Backbone of AI Infrastructure at OktoberTech Silicon Valley 2025
MOUNTAIN VIEW, Calif. At OktoberTech Silicon Valley 2025, Infineon Technologies shifted away from its previous image as a low-profile semiconductor supplier. Throughout the day-long event at the Computer History Museum, the German chipmaker shared a bold vision: Infineon aims to be a key provider of physical AI systems, edge intelligence, hyperscale AI data centers, and future quantum computing platforms.
The message was clear. As global competitors strive to remain relevant in the fast-growing AI sector, Infineon wants to be viewed not as a minor component manufacturer, but as a key player in developing next-generation computational infrastructure.
The question is whether the company provided enough technological proof and clarity to support that ambition. Based on the presentations, partnerships, and demonstrations at the event, the answer seems to be yes.
A Platform Built on Trust and Long-Term Execution
Infineon deviated from the typical tech conference format of product launches and flashy demos. Instead, CMO and Management Board Member Andreas Urschitz described OktoberTech Silicon Valley as a “trustful platform” for innovators looking to create “the solutions of tomorrow.”
In a market characterized by massive spending on AI clusters, electrification, and industrial robotics, Urschitz’s focus on trust, reliability, and long-term collaboration was intentional. Customers developing AI-driven factories, energy-efficient vehicles, autonomous robots, or high-density data centers need partners who can deliver consistently.
To emphasize its credibility, Infineon highlighted several important achievements:
- Its fifth Bosch Global Supplier Award, which recognizes its reliability in automotive electronics, covering microcontrollers, sensors, connectivity, and power systems.
- Investments in 300 mm GaN manufacturing, showing its long-term commitment to high-efficiency power devices.
- New green power purchase agreements in Germany and Spain, aligning the company with global goals for decarbonization and ensuring that its operations rely on 100% renewable energy.
These points underscored a central theme: Infineon positions itself as a reliable partner for industries going through AI-driven changes.
Mapping the Future of Humanoid and Autonomous Systems
A key moment of the event was Infineon’s detailed exploration of the technologies behind physical AI—humanoids, industrial robots, logistics automation, and autonomous machines.
Rather than introducing a robot concept or prototype, Infineon focused on how to build the underlying architecture needed for reliable advanced robotics. Company leaders explained how Infineon’s products can power and protect each subsystem in a humanoid platform:
Key Technologies Infineon Positioned for Robotics
- GaN and SiC power devices for creating more efficient, compact joint actuators
- Battery management systems and safety-certified MCUs to ensure reliable operations
- Radar, environmental, and 3D sensors for perception and situational awareness
- Secure connectivity and embedded security for machines that work alongside humans
Infineon’s Division President of Power and Sensor Systems, Adam White, stressed that customers now expect platform-level reference designs rather than just individual parts. This change reflects the complexities of next-generation robotics, where clients seek to lower integration risks and speed up time-to-market.
The company made a clear distinction: Infineon does not aim to build the “brain” of a robot. Instead, it wants to provide the essential power, sensing, actuation, and security framework that enables the robot’s brain to work safely and effectively.
Given its expertise, this strategy seems both credible and practical.
Edge Intelligence Becomes a Strategic Pillar
The second major topic at OktoberTech Silicon Valley was Infineon’s commitment to edge AI—processing intelligence directly on devices instead of depending on cloud infrastructure.
Executives consistently pointed out that many high-value applications cannot rely on the cloud due to issues with latency, privacy, cost, or connectivity.
Why Edge AI Matters, According to Infineon
- Real-time safety needs in vehicles and robots
- Privacy-sensitive processing in health and home devices
- Reliability needs in industrial and remote environments
The Role of PSOC Edge and Deepcraft AI Suite
Infineon showcased practical demonstrations of PSOC Edge, its edge-optimized processor family, combined with the Deepcraft AI Suite. These platforms allow small language models and signal-processing tasks to run entirely on the device.
Infineon’s EVP of IoT, Wireless, and Compute, Sam Geha, highlighted three advantages:
- Deterministic latency, a crucial factor in robotics and automotive systems
- No reliance on the cloud, lowering costs and risks
- Built-in privacy, as sensitive biometric and behavioral data stays on the device
These points align well with global trends around security, regulation, and local computing. With Infineon’s background in secure MCUs and wireless technologies, the company made a strong case for its positioning in the next wave of edge AI, covering everything from industrial controllers to smart wearables to autonomous machines.
Powering the 800 VDC Backbone of AI Data Centers
If robotics and edge AI grounded Infineon’s goals, its vision for AI data centers raised the discussion to an infrastructure level.
One of the most significant announcements was Infineon’s support for Nvidia’s shift to 800 VDC rack architectures. This change addresses the increasing energy demands of AI training and inference clusters.
Why 800 VDC Matters
AI rack power needs are expected to grow from about 120 kW today to nearly 1 megawatt by the decade’s end. Traditional architectures will not support this growth without major improvements in efficiency and safety.
Infineon used the event to explain the company’s end-to-end solutions built around CoolSiC and CoolGaN products, enabling:
- High-frequency, high-efficiency power conversion
- Live serviceability and enhanced safety in high-voltage environments
- 98% efficiency per conversion stage, minimizing energy loss
- Integrated protection systems and hot-swap controllers
Executives summed up their message with a simple but strategic statement: “There is no AI without power.”
Claiming the Power Spine
Infineon presented itself as the company that can own the “power spine”—a continuous, efficient pathway from the electrical grid to the AI accelerator boards.
For hyperscalers and AI cloud providers, this combination of safety, efficiency, and reliability directly influences total cost of ownership and sustainability. Infineon clearly aims to lead in this area.
Quantum Computing: From Fragile Experiments to Scalable Systems
Quantum computing could have been a side topic at OktoberTech. Instead, it became a key connection between Infineon’s strengths in power systems, precision manufacturing, and long-term scaling in hardware.
In a joint session with quantum leader Quantinuum, Infineon executives described quantum computing as an essential complement to classical and AI computing, especially as power needs in data centers rise sharply.
Quantinuum executives highlighted a crucial bottleneck: scaling trapped-ion quantum systems to hundreds of thousands or millions of qubits demands advanced microfabrication, industrial process control, and reliable, high-volume manufacturing.
These are all areas where Infineon has decades of proven expertise.
Infineon’s Role in Quantum
- Provide advanced micro- and nanofabrication skills
- Apply semiconductor-style manufacturing discipline to quantum hardware
- Serve as the bridge from lab-scale prototypes to commercially viable systems
This approach reflects Infineon’s broader corporate strategy: to enable others to scale breakthrough computing technologies through industrial precision.
EVs, the Grid, and a System-Level Vision
The event concluded with a forward-looking panel titled “Hidden Revolutions from Mobility to the Grid.” Moderated by Negar Soufi, Infineon’s SVP and GM for High Voltage Automotive, the discussion stressed that electric vehicles are becoming intelligent “moving energy assets.”
Key Themes
- EVs will not only consume energy but increasingly send energy back to the grid.
- Software-defined vehicles and automotive Ethernet are transforming in-vehicle computing.
- Bidirectional charging, solid-state transformers, and AI-driven energy management will reshape grid interactions.
These changes rely on the areas Infineon specializes in: efficient power systems, smart control, secure connectivity, and modular platforms.
This system-level view tied together the overall narrative of the event: Infineon is positioning itself as a vital link in the emerging energy-AI-mobility ecosystem.
A Credible Strategy for the AI Era
The final question is whether OktoberTech Silicon Valley proved that Infineon will remain a significant player in AI robotics, edge computing, AI data centers, and quantum systems.
Across all sectors, Infineon presented a strong case:
- Robotics: The company sees itself as a platform-level supporter for physical AI—power, sensing, actuation, and security.
- Edge AI: It showcased competitive silicon, backed by a growing software ecosystem and solid security positioning.
- AI data centers: It revealed a key architectural role in the transition to 800 VDC alongside Nvidia.
- Quantum computing: It positioned itself as the manufacturing backbone for scalable quantum systems.
The company’s long-term sustainability commitments and manufacturing investments added further credibility.
Challenges Remain, But So Does Strategic Confidence
Infineon still faces execution challenges. It must keep expanding its software ecosystem, invest in developer tools, maintain leadership in SiC and GaN, and solidify quantum partnerships into commercial ventures. These are real hurdles, but they are hurdles of scale and execution, not flaws in the overall strategy.
Conclusion: Infineon Steps Confidently Into the AI Infrastructure Race
At OktoberTech Silicon Valley 2025, Infineon made a strong and clear case: in a world where intelligence is becoming more physical, distributed, energy-intensive, and security-focused, the companies that control the underlying infrastructure-not just the algorithms-will shape the future.
Infineon is determined to be one of those companies.
Based on the substance presented, partnerships showcased, and strategy outlined, it is well on its path.
