What ESS makes for data centers
public
ESS is a publicly listed company. It appears on 1 part of the AI data center — LDES — in the role of manufacturer. That part sits in Layer 8 — Power generation & energy supply. Its shares trade on US exchanges (NYSE/Nasdaq) as GWH.
Listing
US exchanges (NYSE/Nasdaq): GWH· 0.07 USD -20.45% · mkt cap 3M USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 8 — Power generation & energy supply
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| LDES | manufacturer | disclosed | Eos, Antora, Energy Dome, Form Energy, Hydrostor |
Where ESS sits in the stack
ESS's placements in this catalog cover 1 part, all in 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
- 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 | |
|---|---|---|---|
| Eos | 1 | LDES | |
| Antora | 1 | LDES | |
| Energy Dome | 1 | LDES | |
| Form Energy | 1 | LDES | |
| Hydrostor | 1 | LDES |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 94% | revenue | 2026-03-31 | 10-Q |
Questions about ESS
- What does ESS make for AI data centers?
- This catalog places ESS on 1 part: LDES (manufacturer).
- Is ESS publicly traded?
- Yes — ESS is listed on US exchanges (NYSE/Nasdaq) under GWH. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes LDES for AI data centers?
- Eos, Antora, Energy Dome, Form Energy and Hydrostor are also placed on LDES in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For ESS the mix is 1 disclosed. "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.