Companies in Datacenter Power
3 active companies tracked.
L1
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.
L1
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).
L1
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.