What Eos makes for data centers
public
Eos is a publicly listed company. It appears on 2 parts of the AI data center — Grid-scale BESS and LDES — in the role of manufacturer. Those parts sit in Layer 7 — Electrical: power distribution (grid to rack) and Layer 8 — Power generation & energy supply. Its shares trade on US exchanges (NYSE/Nasdaq) as EOSE.
Listing
US exchanges (NYSE/Nasdaq): EOSE· 1.73 USD +1.76% · mkt cap 630M USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 7 — Electrical: power distribution (grid to rack)
Layer 8 — Power generation & energy supply
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| LDES | manufacturer | inferred | ESS, Antora, Energy Dome, Form Energy, Hydrostor |
Where Eos sits in the stack
Eos's placements in this catalog cover 2 parts, from layer 7 (electrical: power distribution (grid to rack)) to layer 8 (power generation & energy supply). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Grid-scale BESS — Utility-scale battery installations sited at or near a campus for peak shaving, load smoothing, or capacity buffering, distinct from batteries inside a UPS.
- LDES — Long-duration energy storage developers building systems designed to discharge over many hours, complementing shorter-duration battery storage.
Closest peers in this catalog
| Company | Shared parts | Including | |
|---|---|---|---|
| BYD | 1 | Grid-scale BESS | |
| ESS | 1 | LDES | |
| Fluence | 1 | Grid-scale BESS | |
| Sungrow | 1 | Grid-scale BESS | |
| Tesla | 1 | Grid-scale BESS | |
| Wärtsilä | 1 | Grid-scale BESS |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| largest customers (combined) | 10% | revenue | 2026-06-30 | 10-Q |
Questions about Eos
- What does Eos make for AI data centers?
- This catalog places Eos on 2 parts: Grid-scale BESS (manufacturer) and LDES (manufacturer).
- Is Eos publicly traded?
- Yes — Eos is listed on US exchanges (NYSE/Nasdaq) under EOSE. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes grid-scale BESS for AI data centers?
- BYD, Fluence, Sungrow, Tesla, Wärtsilä and Hithium are also placed on Grid-scale BESS in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Eos the mix is 1 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.