Datacenter Power — Timeline
60 milestones, source-traced.
Oct 13, 2025
Partnership: At the OCP Global Summit in October 2025, Eaton was named among NVIDIA's power…
At the OCP Global Summit in October 2025, Eaton was named among NVIDIA's power ecosystem partners developing 800 VDC data center power architecture to support 1 MW+ AI racks for next-generation accelerated computing infrastructure.
ai_synthesis_sdk
Oct 22, 2025
Earnings: Vertiv reported Q3 2025 net sales of roughly $2.68 billion (up about 29% year…
Vertiv reported Q3 2025 net sales of roughly $2.68 billion (up about 29% year over year) and a record backlog near $8.5 billion, again raising full-year 2025 guidance toward approximately $10 billion as hyperscale AI cluster power and thermal orders accelerated.
ai_synthesis_sdk
Oct 22, 2025
Earnings: In its third-quarter 2025 results on October 22, 2025, GE Vernova posted revenue of…
In its third-quarter 2025 results on October 22, 2025, GE Vernova posted revenue of roughly $9.8 billion and again raised full-year guidance, pointing to record gas turbine slot reservations and backlog growth driven heavily by AI data center power demand.
ai_synthesis_sdk
Oct 28, 2025
Partnership: At NVIDIA GTC in October 2025, Vertiv released updated 360AI power-and-cooling reference architectures for…
At NVIDIA GTC in October 2025, Vertiv released updated 360AI power-and-cooling reference architectures for the NVIDIA GB300 NVL72 platform, supporting roughly 142 kW per rack and MW-scale AI cluster deployments.
ai_synthesis_sdk
Oct 29, 2025
Earnings: In its third-quarter 2025 earnings release, Generac reported net sales of roughly $1.2 billion…
In its third-quarter 2025 earnings release, Generac reported net sales of roughly $1.2 billion and raised its full-year 2025 net sales growth guidance, citing strong commercial and industrial demand including the emerging data center backup-power opportunity.
ai_synthesis_sdk
Oct 29, 2025
Product Launch: During 2025 Generac publicly expanded its data center power strategy, positioning MW-scale natural gas…
During 2025 Generac publicly expanded its data center power strategy, positioning MW-scale natural gas generator sets for hyperscale and AI data center standby applications and characterizing data center power as a multi-hundred-million-dollar growth opportunity.
ai_synthesis_sdk
Oct 30, 2025
Earnings: In its nine-month 2025 trading update at end-October 2025, Schneider Electric reported cumulative revenue…
In its nine-month 2025 trading update at end-October 2025, Schneider Electric reported cumulative revenue of approximately €30 billion, with continued strong double-digit organic growth in its data center–exposed Energy Management and Secure Power businesses. The company reiterated that hyperscale and AI-cluster power infrastructure remained its single largest growth driver.
ai_synthesis_sdk
Nov 4, 2025
Earnings: Eaton reported record third-quarter 2025 sales of roughly $7.3 billion with adjusted EPS around…
Eaton reported record third-quarter 2025 sales of roughly $7.3 billion with adjusted EPS around $3.11 and again raised full-year 2025 guidance, highlighting data center and distributed IT as among its fastest-growing end markets.
ai_synthesis_sdk
Nov 5, 2025
Earnings: Bloom Energy reported record third-quarter 2025 revenue and reiterated its full-year 2025 revenue outlook…
Bloom Energy reported record third-quarter 2025 revenue and reiterated its full-year 2025 revenue outlook in the range of approximately $1.65–$1.85 billion, supported by a growing pipeline of data center power orders.
ai_synthesis_sdk
Dec 5, 2025
Customer Win: GE Vernova provides on-site gas turbines for Meta's planned ~2.26GW Louisiana AI datacenter —…
GE Vernova provides on-site gas turbines for Meta's planned ~2.26GW Louisiana AI datacenter — the largest single Meta datacenter ever, bypassing grid interconnect.
customer_wins_seed →Dec 15, 2025
Acquisition: In December 2025, Vertiv announced the acquisition of Belgium-based Waylay NV to strengthen its…
In December 2025, Vertiv announced the acquisition of Belgium-based Waylay NV to strengthen its AI-driven orchestration and automation software stack for managing data center power and critical infrastructure at scale.
ai_synthesis_sdk
Jan 1, 2026
Acquisition: Eaton Corporation acquired Boyd Thermal to enhance liquid cooling for AI data centers.
funding-research →Jan 14, 2026
Funding: SE Ventures led a $1B Series C investment in Skild AI, a robotics AI…
SE Ventures led a $1B Series C investment in Skild AI, a robotics AI startup.
funding-research →Jan 15, 2026
Customer Win: Bloom Energy disclosed AWS as anchor customer for on-site SOFC power deployment (multi-hundred-megawatt order…
Bloom Energy disclosed AWS as anchor customer for on-site SOFC power deployment (multi-hundred-megawatt order book) to bypass grid interconnect queues for AI datacenter buildout.
customer_wins_seed →Jan 21, 2026
Earnings: GE Vernova reported full-year 2025 revenue of approximately $37 billion in its fourth-quarter results…
GE Vernova reported full-year 2025 revenue of approximately $37 billion in its fourth-quarter results in late January 2026, with management highlighting a large gas power equipment backlog and multi-gigawatt turbine reservations tied to AI data center demand.
ai_synthesis_sdk
Feb 9, 2026
Capacity Expansion: The asset impairment charge of $ 74.4 million, along with the amount of the…
The asset impairment charge of $ 74.4 million, along with the amount of the Buyout of $ 59.4 million, net of refund received from the financier, was offset against the gain from derecognition of financing obligations related to the terminated legacy managed services agreements of $ 146.2 million, and the net effect of $ 12.4 million was recorded in Other income (expense), net on our consolidated statements of operations (see Note 9 Leases in this Annual Report on Form 10-K).
sec_edgar_capex →Feb 11, 2026
Earnings: Generac reported full-year 2025 net sales of approximately $4.5 billion (up from about $4.3…
Generac reported full-year 2025 net sales of approximately $4.5 billion (up from about $4.3 billion in 2024) and framed large-scale natural gas generation for data centers as a multi-year growth vertical for its Commercial & Industrial business.
ai_synthesis_sdk
Feb 12, 2026
Earnings: Bloom Energy reported fourth-quarter and full-year 2025 results in February 2026, with full-year 2025…
Bloom Energy reported fourth-quarter and full-year 2025 results in February 2026, with full-year 2025 revenue of approximately $1.9 billion, reflecting record annual deployments of on-site fuel-cell power for data center and AI infrastructure customers.
ai_synthesis_sdk
Feb 13, 2026
Capacity Expansion: Year Ended December 31, Capital Expenditures 2025 2024 2023 Americas $ 110.9 $ 71.9…
Year Ended December 31, Capital Expenditures 2025 2024 2023 Americas $ 110.9 $ 71.9 $ 65.7
sec_edgar_capex →Feb 22, 2026
Customer Win: Schneider Electric supplied prefabricated MV power skids (UPS + switchgear + busway factory-integrated) for…
Schneider Electric supplied prefabricated MV power skids (UPS + switchgear + busway factory-integrated) for Microsoft Azure rapid AI datacenter rollouts in Phoenix and Virginia.
customer_wins_seed →Feb 26, 2026
Product Launch: Eaton Corporation announced a quarterly dividend increase to $1.10 per share.
funding-research →Feb 28, 2026
Customer Win: Eaton reported Datacenter segment +35% YoY on Q1 2026 earnings, citing AI rack-density-driven MV…
Eaton reported Datacenter segment +35% YoY on Q1 2026 earnings, citing AI rack-density-driven MV switchgear and busway upgrades across all major US hyperscalers.
customer_wins_seed →Mar 8, 2026
Customer Win: Vertiv reported >40% AI-orders YoY growth on Q1 2026 earnings, citing hyperscaler GPU rack…
Vertiv reported >40% AI-orders YoY growth on Q1 2026 earnings, citing hyperscaler GPU rack power-density (100kW+) driving UPS + busway capacity expansion.
customer_wins_seed →Mar 23, 2026
Funding: SE Ventures made a strategic investment in Uplight, an energy software company.
funding-research →Mar 31, 2026
News Mention: Constellation Energy (CEG) filed SEC Form 8-K on 2026-03-31 (period 2026-03-31); items 7.01,9.01.
sec_edgar →Apr 13, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-04-13 (period 2026-04-13); items 7.01,9.01.
sec_edgar →Apr 13, 2026
News Mention: Bloom Energy (BE) filed SEC Form 8-K on 2026-04-13 (period 2026-04-13); items 1.01,3.02,9.01.
sec_edgar →Apr 22, 2026
Capacity Expansion: We expect to have capital expenditures (including capitalized software) of $425.0 to $525.0 for…
We expect to have capital expenditures (including capitalized software) of $425.0 to $525.0 for the full year 2026 in order to support capacity expansion across the business.
sec_edgar_capex →Apr 22, 2026
Earnings: Vertiv (VRT) filed SEC Form 10-Q on 2026-04-22 (period 2026-03-31).
sec_edgar →Apr 22, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-04-22 (period 2026-04-22); items 2.02,7.01,9.01.
sec_edgar →Apr 23, 2026
News Mention: Eaton (ETN) filed SEC Form 8-K on 2026-04-23 (period 2026-04-22); items 5.07.
sec_edgar →Apr 27, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-04-27 (period 2026-04-27); items 7.01,9.01.
sec_edgar →Apr 27, 2026
News Mention: Bloom Energy (BE) filed SEC Form 8-K on 2026-04-27 (period 2026-04-27); items 8.01,9.01.
sec_edgar →Apr 28, 2026
News Mention: Vistra (VST) filed SEC Form 8-K on 2026-04-28 (period 2026-04-22); items 1.01,2.03,9.01.
sec_edgar →Apr 28, 2026
News Mention: Bloom Energy (BE) filed SEC Form 8-K on 2026-04-28 (period 2026-04-28); items 2.02,7.01,9.01.
sec_edgar →Apr 29, 2026
Capacity Expansion: The increase was primarily due to a $19.8 million investment in the joint ventures…
The increase was primarily due to a $19.8 million investment in the joint ventures between the Company and Brookfield (see Part I, Item 1, Note 7 Investments in Unconsolidated Affiliates in this Quarterly Report on Form 10-Q), and a $11.9 million increase in expenditures on tenant improvements for a leased engineering and manufacturing facility in Fremont, California, which opened in July 2022.
sec_edgar_capex →Apr 29, 2026
Earnings: Bloom Energy (BE) filed SEC Form 10-Q on 2026-04-29 (period 2026-03-31).
sec_edgar →May 1, 2026
News Mention: Constellation Energy (CEG) filed SEC Form 8-K on 2026-05-01 (period 2026-04-28); items 5.07.
sec_edgar →May 4, 2026
News Mention: Vistra (VST) filed SEC Form 8-K on 2026-05-04 (period 2026-04-29); items 5.07.
sec_edgar →May 5, 2026
Earnings: Eaton (ETN) filed SEC Form 10-Q on 2026-05-05 (period 2026-03-31).
sec_edgar →May 5, 2026
News Mention: Eaton (ETN) filed SEC Form 8-K on 2026-05-05 (period 2026-05-05); items 2.02,9.01.
sec_edgar →May 7, 2026
News Mention: Vistra (VST) filed SEC Form 8-K on 2026-05-07 (period 2026-05-07); items 2.02,9.01.
sec_edgar →May 8, 2026
Earnings: Vistra (VST) filed SEC Form 10-Q on 2026-05-08 (period 2026-03-31).
sec_edgar →May 11, 2026
Earnings: Constellation Energy (CEG) filed SEC Form 10-Q on 2026-05-11 (period 2026-03-31).
sec_edgar →May 11, 2026
News Mention: Constellation Energy (CEG) filed SEC Form 8-K on 2026-05-11 (period 2026-05-11); items 2.02,7.01,9.01.
sec_edgar →May 27, 2026
Other: Stockholders approved amendments to the Company's Restated Certificate of Incorporation, effective May 26, 2026,…
Stockholders approved amendments to the Company's Restated Certificate of Incorporation, effective May 26, 2026, to provide for officer exculpation and remove outdated provisions related to Class B common stock.
sec_edgar →May 27, 2026
Leadership Change: Barbara Burger, Jeffrey Immelt, Jim Snabe, and Eddy Zervigon were elected to the Board…
Barbara Burger, Jeffrey Immelt, Jim Snabe, and Eddy Zervigon were elected to the Board of Directors for three-year terms expiring at the 2029 Annual Meeting of Stockholders.
sec_edgar →May 27, 2026
News Mention: Bloom Energy (BE) filed SEC Form 8-K on 2026-05-27 (period 2026-05-21); items 5.03,5.07,9.01.
sec_edgar →Jun 1, 2026
Acquisition: Eaton acquired Boyd Thermal to enhance liquid cooling capabilities for high-density AI data centers.
funding-research →Jun 2, 2026
News Mention: Constellation Energy (CEG) filed SEC Form 8-K on 2026-06-02 (period 2026-06-01); items 8.01,9.01.
sec_edgar →Jun 3, 2026
Other: Vertiv Holdings Co's Board of Directors declared a quarterly cash dividend of $0.0625 per…
Vertiv Holdings Co's Board of Directors declared a quarterly cash dividend of $0.0625 per share of Class A common stock.
sec_edgar →Jun 3, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-06-03 (period 2026-06-03); items 8.01,9.01.
sec_edgar →Jun 11, 2026
News Mention: Eaton (ETN) filed SEC Form 8-K on 2026-06-11 (period 2026-06-10); items 7.01,8.01,9.01.
sec_edgar →Jun 12, 2026
Acquisition: Vertiv Holdings Co. announced the closing of its acquisition of ThermoKey S.p.A. by one…
Vertiv Holdings Co. announced the closing of its acquisition of ThermoKey S.p.A. by one of its wholly-owned subsidiaries.
sec_edgar →Jun 12, 2026
Leadership Change: Generac Holdings Inc. stockholders elected Marcia J. Avedon, Bennett J. Morgan, and Dominick P.…
Generac Holdings Inc. stockholders elected Marcia J. Avedon, Bennett J. Morgan, and Dominick P. Zarcone to the board of directors for a three-year term.
sec_edgar →Jun 12, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-06-12 (period 2026-06-12); items 7.01,9.01.
sec_edgar →Jun 17, 2026
Other: The Board of Directors approved a grant of 271,076 performance-based restricted stock units (PSUs)…
The Board of Directors approved a grant of 271,076 performance-based restricted stock units (PSUs) to CEO Dr. KR Sridhar on June 15, 2026.
sec_edgar →Jun 17, 2026
News Mention: Bloom Energy (BE) filed SEC Form 8-K on 2026-06-17 (period 2026-06-15); items 5.02,9.01.
sec_edgar →Jun 18, 2026
Leadership Change: Stockholders elected eleven director nominees to Vertiv Holdings Co's Board of Directors for a…
Stockholders elected eleven director nominees to Vertiv Holdings Co's Board of Directors for a one-year term.
sec_edgar →Jun 18, 2026
News Mention: Vertiv (VRT) filed SEC Form 8-K on 2026-06-18 (period 2026-06-17); items 5.07.
sec_edgar →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 60 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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