#power
Generation, transmission and everything between the grid and the rack.
- The eleven parts that only show up above hyperscale2026-09-09
Eleven of this catalog's 130 part categories never appear below campus scale. Ten of them are power. One is optics.
- Half the supplier bench, a sixth of the coverage2026-09-07
Cooling, power distribution and generation hold 43% of this catalog's supplier placements and drew 16% of three weeks of trade coverage.
- The 2–4 year part: who makes large power transformers2026-09-02
The slowest component in a GW-class campus isn't silicon — it's the 345–765 kV transformer at the fence line.
- The five AI data center parts this catalog flags as tight or constrained2026-08-30
Of 130 part categories, five carry a supply flag — and four of them sit on the power side of the fence, not in the rack.
What #power covers in the catalog
The rows these posts are written about. Each page carries the confidence tag on every supplier placement, so you can see what is sourced and what is still a lead.
Parts: DCI / coherent optics, large power transformers (345–765 kV) & substations, HV switchgear, GIS, breakers, protection relays, 800 v DC architecture & solid-state transformers, gas turbines (onsite / behind-the-meter) & HRSGs, nuclear: existing fleet PPAs & restarts, SMRs, advanced reactors, components, fuel, fusion, renewables & long-duration storage hardware, transmission, interconnection & grid equipment, gas supply chain, rear-door heat exchangers, immersion cooling systems, merchant GPUs / accelerators, HBM, busway / busbar trunking, floor PDUs, RPPs, static transfer switches, ATS, UPS (static, modular, rotary/DRUPS) & UPS power semis, energy storage: UPS batteries & BESS, data center developers, operators & REITs, hyperscalers, neoclouds & model labs, grain-oriented electrical steel & amorphous cores, passives
Companies: Siemens Energy, Hitachi Energy, GE Vernova, Cleveland-Cliffs, Pennsylvania Transformer, Piller, Vertiv, Starline, ABB, Riello, Delta Electronics, SK Hynix