Companies in Datacenter Power
6 active companies tracked.
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Bloom Energy
Solid-oxide fuel-cell power systems. AI-datacenter angle: on-site behind-the-meter generation that bypasses 5-7yr grid interconnect queues. Named in 2025-2026 hyperscaler PPA announcements.
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Eaton
Electrical management conglomerate. Datacenter segment provides switchgear, UPS, busway, and large-scale power distribution. AI cluster MW-scale build-out is a named tailwind in earnings.
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GE Vernova
GE energy spin-off; gas turbines + grid + electrification. AI-datacenter angle: substation + grid interconnect timeline (gas turbines are the fastest dispatchable peak source for hyperscaler power requests).
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Generac
Backup power systems. Datacenter segment for diesel + natural-gas standby generators. AI-cluster MW-class backup at 99.999% availability requirements is a growth tailwind.
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Schneider Electric
Global energy + automation player. APC by Schneider is the legacy datacenter UPS brand; EcoStruxure is the modern stack. Direct competitor to Vertiv across the rack-to-utility power chain.
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Vertiv
Power + thermal infrastructure for hyperscale + colocation data centers. UPS / switchgear / busway / rack PDU / liquid cooling. The most-mentioned name on hyperscaler datacenter capex commentary.