8 segments · 107 companies · as of Sep 18, 2026
Data Center Power
Keeping AI facilities energized from the incoming feed to the rack distribution network
Where it sits
Fed by: Energy & ResourcesFeeds: Cloud & AI Capital
UPS, switching equipment, on-site generation and batteries turn an electrical connection into reliable compute capacity. AI campuses increasingly combine these systems inside the fence, while higher-voltage DC designs seek to reduce conversion losses and copper demand.
Why now
Grid connection delays and sharp AI load swings drive orders for dedicated generation, switchgear and storage. Suppliers are expanding factories in 2026 while 800 VDC and solid-state transformer programs prepare for deployment mainly from 2027.
UPS & continuity systems
Static and rotary UPS protect compute against supply disturbances. Buyers choose redundancy, serviceability and efficiency at megawatt scale, with local certification shaping supplier access.
Galaxy VXL 500-1,250 kW modular UPS supports live module replacement and scalable high-density power blocks
leaderTrinergy 1.5-2.5 MVA UPS combines with PowerBoard switchgear in factory-integrated PowerNexus systems
leader9395X UPS supplies 900-1,700 kW blocks for hyperscale and colocation critical power plants
majorHiPerGuard medium-voltage UPS adds a 34.5 kV direct-grid variant, with initial orders expected in 2026
majorUltron DPM Gen2 reaches 2,500 kVA at 480 V; DPS systems parallel for multi-megawatt data center loads
major9900CX 1,050-2,100 kVA and 9900D UPS supply large data center loads; TMEIC adds joint-venture power systems
majorUPS7400WX-T3U modular systems span 225-1,000 kVA for mission-critical data center power
majorG9400 modular UPS supports 1.2-2 MW installations; also owns half of the TMEIC power systems venture
majorDigital Power UPS5000-H 400-1,600 kVA modules integrate into FusionPower data center electrical systems
majorS3 integrated lithium UPS and WiseAisle 8.0, launched in August 2026, target Chinese high-density facilities
majorHPM3300E modular UPS uses 100 kW, 3U power modules to scale facility backup capacity
majorDELPHYS XL 1,000/1,200 kW UPS delivers modular high-power protection for large data centers
majorMulti Power2 modular UPS and compact M2X systems cover critical data center and edge-facility loads
majorUNIBLOCK UB-V rotary UPS supplies roughly 1-3.24 MW per unit without conventional static UPS architecture
nicheHITEC PowerPRO 2700 rotary UPS combines kinetic ride-through with engine-backed data center power
nicheStratusPower cabinets scale from 10-1,500 kW and parallel to 3.75 MW for critical data center installations
challengerMedium-voltage AI UPS has one 5 GW Crusoe deployment agreement; initial campus commissioning is planned for 2026-2027
challengerKeor FLEX modular UPS scales to 1.2 MW per frame and 4.8 MW in parallel for data center critical power
majorSANUPS A23C three-phase online UPS provides up to 30 kVA for server-room and small-facility critical power
niche
Sources: se.com, vertiv.com, eaton.com, hitec-ups.com, legrand.com, products.sanyodenki.com
Switchgear, busway & PDUs
Power rooms distribute medium and low voltage through protected circuits, busway and metered PDUs. Long manufacturing lead times make qualified production capacity and field service decisive.
Square D distribution and ASCO transfer switches route critical facility feeds through redundant power paths
leaderPower Xpert switchgear, busway and power distribution units connect facility feeds to data hall loads
leaderReliaGear neXT switchboards and MNS low-voltage assemblies provide protected data center power distribution
majorSIVACON S8/8PS switchboards and busway plus Russelectric controls handle facility distribution and source transfer
majorE+I switchgear and busway integrate with PowerBoard distribution; Geist PDUs meter power at cabinets
majorStarline busway, Raritan intelligent PDUs and Server Technology units distribute and monitor data hall power
majorAnord Mardix switchgear, busway and PDUs combine with Crown Technical electrical equipment for hyperscale sites
majorAcquired Avail EPG adds switchgear and bus systems; Trachte integrates equipment into protected electrical buildings
majorPowlVac metal-clad switchgear and PCR packaged rooms combine protection and distribution for large electrical loads
majorMGM and VanTran transformers join PwrQ distribution and States switchgear in data center power packages
challengerA $64 million US order supplies 38 kV switchgear for a data center microgrid, with delivery in 2026-2027
challengerEX-way busduct from LS Cable & System supplies high-current distribution inside hyperscale facilities
majorJuly 2026 North American data center switchgear and power-package orders total $721 million through 2028
challengerDry-type transformers serve Alibaba, Baidu and Chinese carriers; H1 2026 data center orders reached RMB 3.87 billion
majoreSTS static transfer switches span 250-4,000 A, transferring critical loads between independent feeds
nicheSmartZone G5 intelligent PDUs provide cabinet-level power distribution, monitoring and environmental sensing
majorDry-type transformers step down facility power and feed PDUs; power-quality products manage sensitive data center loads
majorTransformers, switchgear and power-management systems equip STT Seoul 1, the campus in its 40%-owned operating JV
challengerPASS hybrid switchgear and distribution transformers from Hitachi Energy equip data center campus substations
majorData center substation equipment combines transformers and circuit breakers across low- and high-voltage facility feeds
majorLow-voltage distribution boards, NXA air circuit breakers and transfer switches protect redundant data center feeds
challengerTallgrass ordered $99.2 million of power transformers for a US hyperscale project, with delivery over 12-20 months
challengerMolded transformers supply data center facility distribution; disclosed orders support expansion of transformer production
nicheUL 891 switchboards and 300-1,250 kVA distribution centers route protected power to data center loads
niche
Sources: flex.com, investors.nvent.com, siemens.com, nsearchives.nseindia.com, trystar.com, fujielectric.com
Reciprocating generators
Diesel engines provide standby power while gas engines increasingly run dedicated campus supply. Data center duty ratings, fast load response, emissions permits and service capacity determine adoption.
G3516 gas gensets underpin AIP's 2 GW Monarch order; diesel packages remain a mainstay of hyperscale backup
leaderQSK95 data center continuous-duty generator sets deliver roughly 2.5-3.35 MW for redundant campus backup
leadermtu Series 4000 diesel and gas gensets include a fast-start 2.8 MW gas variant for data center duty
majorKD diesel generator portfolio reaches 4 MW per set for hyperscale and colocation backup systems
major2.25-3.25 MW diesel packages use Baudouin M55 engines to enter large hyperscale standby installations
challengerJenbacher gas engines supply VoltaGrid's 1.5 GW order, supporting dedicated power for AI campuses
majorForty 34SG engines provide a contracted 412 MW Ohio data center power plant, targeted for 2028 operation
majorEverllence supplies twenty-four 18V51/60G engines for a 480 MW off-grid US data center power project
majorForty-five B36:45V20AG1 engines exceed 500 MW in Liberty Energy's order, with deliveries beginning in 2027
majorMGS diesel gensets offer data center power ratings and unrestricted consecutive operation at the required N load
majorHIMOINSA and Yanmar diesel backup systems serve data centers; a new Fukuoka production plant targets 2028
majorBaudouin M33 and M55 engine families span high-output data center gensets, including third-party OEM packages
majorOwn-brand engines and the mtu JV supplied approximately 1,800 AI data center engines in the first half of 2026
challengerGas-engine power systems serve data center demand; quarterly shipment timing remains uneven in 2026
challenger9.6 MW HiMSEN engines underpin Corban's August 2026 1 GW US data center generation order
challengerEDG emergency diesel generators supply IDCs; July 2026 Dnotitia MoU targets power equipment for Changwon's defense AI center
niche
Sources: cummins.com, generac.com, wartsila.com, everllence.com, investor.cyilimited.com, livemint.com
Turbines & fuel cells
Aeroderivative turbines and stationary fuel cells offer alternatives to reciprocating engines for dedicated campus supply. Fuel availability, emissions, ramp behavior and equipment delivery govern project economics.
Twenty-nine LM2500XPRESS aeroderivative packages supply Crusoe's contracted AI data center power buildout
leaderEnergy Server fuel cells are planned for up to 2.45 GW at Oracle and BorderPlex's Project Jupiter
leaderSolar Turbines gas packages supply dedicated campus power; Vertiv partnership integrates power and cooling systems
majorSGT-A05 gas turbines support Equinix DB5 Dublin's on-site energy system and other dedicated power configurations
majorNovaLT16 orders include Dynamis and Kodiak data center power programs; Kodiak's framework reaches 1.8 GW by 2030
majorThirteen 50 MW PE6000 turbine packages are ordered for Crusoe AI factories, announced in April 2026
majorFive 380 MW gas turbines ordered by an unnamed US technology customer for data center power; delivery starts in 2027
challengerHyAxiom's September PAFC supply contracts total KRW 823.6 billion; the additional order ships to North America from 2028
challengerPackaged 12.5 MW blocks combine ten 1.25 MW fuel-cell modules; large AI campus adoption remains pre-scale
emergingLinear Generator modules provide fuel-flexible on-site generation designed for phased data center deployment
challengerGPS 3500 and other standby gas turbines supply 1.6-4.8 MW per unit for Japanese data centers and critical facilities
majorMitsubishi Power's first two M501JAC turbines are allocated to Tallgrass' dedicated 1,150 MW Cheyenne campus power phase
major800 VDC microturbine package with Microgrids 4 AI targets direct DC campus power; design validation precedes deployment
emerging
Sources: gevernova.com, siemens-energy.com, oracle.com, tallgrass.com, capstoneenergyplus.com, doosan.com
Dedicated power services
Developers and operators build or rent generation behind the meter when utility connections arrive too late. Contracts can include bridge power, long-term operation, batteries and fuel coordination.
Oracle collaboration targets 2.3 GW of dedicated gas power using INNIO engines and ABB electrical systems
leaderLong-term data center power contracts include a roughly 660 MW Hatchbo deployment and new multi-hundred-MW capacity
majorLiberty Power Innovations and Vantage plan up to 1 GW; 400 MW of capacity is reserved for 2027 deployment
majorPROPWR's 60 MW Midwest hyperscaler contract pairs gas generation with storage for dynamic data center loads
challengerMicrosoft's San Jose backup project contracts about 100 MW of renewable-gas microgrid capacity
majorWill-Power's Socrates North and South facilities target dedicated Ohio data center service during late 2026
challengerModular gas generators and batteries provide rental bridge power while data centers await permanent grid service
majorFive awarded data center power projects and a greater-than-1 GW advanced pipeline expand on-site energy services
challengerA five-year 120 MW private-generation PPA targets first-half 2027 energization, with bridge power already supplied
challengerNovaLT turbine orders approaching 1 GW support planned dedicated data center power-service entry
emergingSnyder's initial 8 MW Crusoe Spark campus is under construction, with first operation targeted for early 2027
emergingIntegrates and operates campus power controls and storage for Crusoe under the same AI UPS deployment agreement
challengerPowerSecure contracted backup generation, controls and peak-shaving support for Keel's Moses Lake AI campus in September 2026
niche
Sources: voltagrid.com, investors.libertyenergy.com, ir.propetroservices.com, williams.com, finance.yahoo.com, crusoe.ai
Facility batteries & storage
Larger stationary batteries buffer abrupt AI loads, support islanded campus generation and bridge power interruptions. This segment covers facility BESS; short-duration UPS cells and cabinets are listed separately.
Megapack installations buffer xAI Colossus electrical demand; this is site storage, not a server-rack battery
leaderSmartstack storage supports islanded and grid-connected data center power, including gas-plus-battery architectures
challengerZ3 zinc storage enters Frontier Power USA's 2 GWh reservation spanning data center, utility and industrial projects
emergingGC Block grid-forming storage scales from 15.5 to 62 MWh; September 2026 launch targets data centers before deployment
emergingPowerTitan 3.0 storage forms part of its 2026 AI grid-to-chip power architecture for large facilities
challenger6.25 MWh LFP and 2.28 MWh sodium-ion platforms target energy shifting and rapid AI load buffering
challengerMedium-voltage battery blocks provide ride-through and smooth AI load steps in the shared Crusoe campus deployment program
challengerSeptember 2026 Infinite Grid capacity reservation targets Ontario edge-AI BESS deliveries in 2027
emerging
Sources: investor.enersys.com, zincfive.com, news.samsungsdi.com, news.lgensol.com, sec.gov, pv-magazine.com
HVDC & solid-state transformers
Higher-voltage DC architectures reduce repeated conversion and copper use between the facility feed and dense racks. Most 800 VDC and SST products are still in qualification or staged early deployment.
Nvidia 800 VDC facility reference partner integrates rectification, distribution and thermal systems for next-gen racks
leaderResilient Power SST technology, acquired in August 2025, supports its facility-to-rack 800 VDC development
leaderDeveloping a 1.2 MW AC-to-800 VDC sidecar within its Nvidia-aligned next-generation facility power architecture
majorNvidia facility ecosystem partner develops medium-voltage conversion and protection for 800 VDC AI power delivery
majorReinhausen collaboration develops SST conversion from up to 36 kV AC to 800 VDC for AI facilities
majorCOMPUTEX 2026 SST demonstration converts medium-voltage AC to 800 VDC for future AI campus distribution
major800 VDC reference designs include SST prototypes up to 5 MW; commercial deployment remains in development
majorEnergy unit's Nvidia collaboration develops grid-to-rack 800 VDC infrastructure and transformer integration
majorMEPPI develops centralized rectifiers and DC energy storage for Nvidia's future 800 VDC facility ecosystem
majorHeron Link 4.2 MW SST converts 34.5 kV AC to 800 VDC; volume production is targeted for late 2027
emergingSST power systems target early AI campus pilots following an $80 million Series A financing
emergingInterport multiport SST joins Nvidia MGX; initial pre-certification 800 VDC units began shipping in 2026
emergingSL-DC superconducting feeders target up to 5 MW per circuit for high-current 800 VDC facility distribution
emergingDeveloping medium-voltage-to-800 VDC SST systems with Infineon solid-state circuit protection; no volume rollout yet
emergingIQ SST modules are in development; full-system demonstrations target late 2026 and customer pilots 2027
emerging240/336 V HVDC and Panama supplies ship to data centers; 800 V models remain in industrialization, not confirmed volume use
majorPower-electronics unit reports four 13.8 kV AC-to-800 VDC SST orders for an overseas data center; delivery is not confirmed
emerging10 kV, 2.4 MW silicon-carbide SST prototype targets direct facility conversion for AI data centers; commercial scale is unproven
emerging
Sources: developer.nvidia.com, eaton.com, press.siemens.com, heronpower.com, businesswire.com, investor.enphase.com
UPS batteries & cabinets
High-rate cells and battery cabinets supply seconds or minutes of facility UPS backup. Buyers qualify discharge power, operating temperature, fire protection and compatibility with the UPS vendor.
DataSafe HX lead-acid batteries and newly available DataSafe Noir lithium systems support high-power UPS duty
leaderPure Lead Max stationary batteries provide high-rate UPS discharge for data center backup strings
majorDeka Fahrenheit VRLA batteries support warmer-running data center UPS installations
majorIndustrial lithium and lead-acid battery systems serve UPS backup, with expanding North American data center demand
majorHigh-rate lithium and lead backup batteries support AIDC UPS systems and telecom-to-data-center power expansion
majorLithium and lead-acid backup batteries supply Chinese data centers; Hong Kong listing began in August 2025
majorRU6 lithium battery cabinets provide up to 570 kW backup output for high-power AI data center UPS systems
majorBC2 and BC2 AI nickel-zinc cabinets surpassed 2 GW delivered or contracted capacity in April 2026
challengerSaft Flexion lithium UPS cabinets serve data centers; next-generation systems target initial delivery in 2027
majorU8A1 LMO UPS batteries deliver 263 kW per rack for rapid high-power data center backup
majorJP6 LFP UPS products shown in 2026 target high-rate data center backup alongside larger stationary storage
challengerLFP backup batteries supply high-power data center UPS configurations alongside containerized stationary storage
majorHigh-rate prismatic UPS cells target AI data center backup in its April 2026 end-to-end battery offering
challengerHigh-rate cells serve UPS backup for telecom sites and data centers; the cited share combines both markets
major85 Ah AIDC cell demonstrated at SNEC 2026 targets 10C continuous discharge; commercial installations are not established
emergingPowerSafe EHP VRLA batteries provide high-rate discharge for institutional and data center UPS strings
nicheSCiB lithium-titanate batteries provide high-rate discharge and long cycle life for UPS backup cabinets
nicheEnergyCore Li5 and Li7 lithium-ion battery cabinets supply short-duration high-power discharge to facility UPS systems
majorGalaxy lithium-ion cabinets hold 10-17 battery modules and integrate with three-phase facility UPS systems
major
Sources: evebattery.com, prnewswire.com, vertiv.com, se.com, exideindustries.com, global.toshiba
Glossary
- UPS
- Uninterruptible power supply: bridges disturbances and outages until generators or other power sources take over.
- Switchgear
- Breakers, busbars and controls that route electrical power and isolate faults.
- Behind the meter
- Generation or storage dedicated to a customer's facility rather than a general grid power station.
- SST
- Solid-state transformer: power electronics that combine voltage conversion with controllable AC or DC output.
- BESS
- Battery energy storage system: batteries, converters and controls used for backup, load smoothing or energy shifting.
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