06
Power Systems
Everything that distributes, converts, stores, and protects electrical power inside the data center — switchgear, busway, UPS systems, battery storage, power distribution units, and the grid-side transformers that connect to the outside world.
44companies
4sub-roles
Switchgear, Busway & Distribution
20 companiesABBABB LtdSwitchgear and power distributionAEISAdvanced Energy Industries, Inc.Power conversion and control systemsALNTAllient Inc.Motion and power systemsATKRAtkore Inc.Electrical raceway and conduitBELFBBel Fuse Inc.Power supplies and magneticsETNEaton Corporation plcPower management and distributionHEIHEICO CorporationElectronic and power componentsHUBBHubbell IncElectrical enclosures and connectorsLFUSLittelfuse, Inc.Circuit protection and fusesMECMayville Engineering Company, Inc.Metal fabrication and enclosuresMEIMethode Electronics, Inc.Electrical components and power distributionNNBRNN, Inc.Power distribution and switchgear componentsNVTnVent Electric plcElectrical enclosures and power managementPOWLPowell Industries, Inc.Electrical power distribution equipmentRELLRichardson Electronics, Ltd.Power systems and display solutionsRRXRegal Rexnord CorporationIndustrial power transmission componentsSHLSShoals Technologies Group, Inc.Solar electrical balance systemsSTSensata Technologies Holding plcSensors and power management devicesSXIStandex International CorporationElectrical components and power systemsVICRVicor CorporationModular power converters
UPS & Backup Power
16 companiesBWABorgWarner Inc.Vehicle powertrain and backup powerCATCaterpillar Inc.Diesel generators and backup powerCMICummins Inc.Diesel generators and power systemsCYDChina Yuchai International LimitedDiesel engines and generatorsGNRCGenerac Holdings Inc.Backup power generatorsHYLNHyliion Holdings Corp.Hybrid powertrain systemsKGSKodiak Gas Services, Inc.Natural gas compression servicesLBRTLiberty Energy Inc.Hydraulic fracturing servicesNKLRTerra Innovatum Global N.V. Ordinary sharesEnergy storage and power systemsNRGVEnergy Vault Holdings, Inc.Gravity-based energy storagePKOHPark-Ohio Holdings Corp.Power components and supply chainPPSIPioneer PowPower generation equipmentPUMPProPetro Holding Corp.Hydraulic fracturing equipmentSEISolaris Energy Infrastructure, Inc.Solar energy infrastructureTGENTecogen Inc.Natural gas cogeneration systemsWWDWoodward, Inc.Power control and fuel systems
Battery & Grid-Scale Storage
5 companiesGrid Equipment & Transformers
3 companiesDeep teardownComing soon
Inside the power systems layer
A full physical decomposition of this layer of the buildout — what goes where, who makes it, and where the bottlenecks are. Links here when the teardown publishes under Learn.