Enphase just put out a release about their US manufacturing plans. They are making their microinverters and batteries in Texas and South Carolina to help projects qualify for domestic content tax credits. The main news is their upcoming IQ Solid-State Transformer, which is built specifically for AI data centers. It converts medium-voltage AC directly to the 800V DC power that AI compute systems use. They plan to manufacture these in the US too, pitching it as a more secure option for the power grid as data center energy needs grow.