Delta Electronics vs Schneider Electric
Delta Electronics and Schneider Electric are both placed on 8 of the same AI data center parts in this catalog, spanning layers 4, 6, 7, 9. Delta Electronics appears on 18 parts in total and Schneider Electric on 22.
At a glance
| Delta Electronics | Schneider Electric | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Taipei, Taiwan | Rueil-Malmaison, France |
| Primary listing | 2308.TW | SU.PA |
| Market cap | 4.05T TWD | 136.1B EUR |
| Parts placed | 18 | 22 |
| Layers covered | 6 | 6 |
| Units / subsidiaries | 0 | 2 |
| Seen in machines | 1 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
- Rack PDUs — The power distribution units mounted in or beside a rack that meter and distribute power to individual devices, sitting between facility power and the rack's internal busbar or whips.
- Building management, controls, environmental sensors — The building management system, PLCs, and environmental sensors that monitor and automatically control chillers, air handlers, pumps, and dampers across the facility.
- Busway / busbar trunking — Rigid, modular busbar systems that carry power along a data hall's overhead or perimeter path with tap-off points, used as an alternative to running individual cables to each row.
- 4 more in the table below.
The 8 parts both make
| Part | Delta Electronics | Schneider Electric |
|---|---|---|
| In-rack busbar & power whips Layer 4 — Servers, racks & integration | manufacturer reported | manufacturer reported |
| Rack PDUs Layer 4 — Servers, racks & integration | manufacturer disclosed | manufacturer inferred |
| Building management, controls, environmental sensors Layer 6 — Facility cooling & HVAC | manufacturer disclosed Controls | manufacturer inferred |
| Busway / busbar trunking Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Floor PDUs, RPPs, static transfer switches, ATS Layer 7 — Electrical: power distribution (grid to rack) | manufacturer disclosed | manufacturer inferred |
| UPS (static, modular, rotary/DRUPS) & UPS power semis Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Prefab / modular data centers & power/cooling skids Layer 9 — Building shell, site & construction | manufacturer inferred | manufacturer inferred |
Only Delta Electronics
- Switch systems & white-box ODMs layer 3
- Board-level power: VRMs, power stages, PoL, power semis layer 4
- Power shelves & PSUs layer 4
- Fans layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Direct-to-chip cold plates layer 5
- Rack manifolds layer 5
- Coolant distribution units layer 5
- Power smoothing / supercapacitors layer 7
- SSTs (emerging) layer 7
Only Schneider Electric
- Leak detection, flow & pressure sensing layer 5
- Rack/row cooling controls & software layer 5
- Chillers & compressors layer 6
- CRAH / CRAC / fan walls / in-row units layer 6
- HV switchgear, GIS, breakers, protection relays layer 7
- MV switchgear, E-houses, power skids layer 7
- MV/LV transformers layer 7
- LV switchgear, switchboards, panelboards layer 7
- Circuit protection, fuses, surge, grounding layer 7
- Metering, power quality, monitoring layer 7
- and 4 more on Schneider Electric's page.
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Delta Electronics and Schneider Electric compete?
- In this catalog they are both placed on 8 of the same parts, across 4 layers: In-rack busbar & power whips, Rack PDUs, Building management, controls, environmental sensors, Busway / busbar trunking and 4 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Delta Electronics or Schneider Electric?
- Delta Electronics has 18 placements and Schneider Electric has 22. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.