GE Vernova vs Mitsubishi Electric
GE Vernova and Mitsubishi Electric are both placed on 4 of the same AI data center parts in this catalog, spanning layers 7, 8. GE Vernova appears on 10 parts in total and Mitsubishi Electric on 12. 1 of the shared parts is supply-constrained.
At a glance
| GE Vernova | Mitsubishi Electric | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Cambridge, United States | Tokyo, Japan |
| Primary listing | GEV | 6503.T |
| Market cap | 217.1B USD | 9.76T JPY |
| Parts placed | 10 | 12 |
| Layers covered | 2 | 5 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 0 | 0 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Large power transformers (345–765 kV) & substations — Grid-scale transformers and switchyards that step transmission voltage down to what a data center campus can use, plus the substation civil works around them.
- HV switchgear, GIS, breakers, protection relays — The high-voltage switching, protection, and fault-isolation gear between the substation transformers and the campus's medium-voltage distribution, including gas-insulated (GIS) designs for compact sites.
- MV switchgear, E-houses, power skids — Medium-voltage switchgear packaged into pre-fabricated electrical houses (E-houses) or skids that distribute power across a campus and can be factory-built and shipped as modules.
- HVDC — Manufacturers of high-voltage direct current converter stations and cable used to move bulk power over long distances or between asynchronous grids.
The 4 parts both make
| Part | GE Vernova | Mitsubishi Electric |
|---|---|---|
| Large power transformers (345–765 kV) & substationsconstrained Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| HV switchgear, GIS, breakers, protection relays Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| MV switchgear, E-houses, power skids Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| HVDC Layer 8 — Power generation & energy supply | manufacturer inferred | manufacturer inferred |
Only GE Vernova
- Gas turbines (onsite / behind-the-meter) & HRSGs layer 8
- Relays layer 7
- SF6-free layer 7
- Developers layer 8
- Wind layer 8
- STATCOM and synchronous condensers layer 8
Only Mitsubishi Electric
- Lasers layer 3
- Coolant distribution units layer 5
- Chillers & compressors layer 6
- CRAH / CRAC / fan walls / in-row units layer 6
- LV switchgear, switchboards, panelboards layer 7
- UPS (static, modular, rotary/DRUPS) & UPS power semis layer 7
- 800 V DC architecture & solid-state transformers layer 7
- IGBT and SiC modules layer 7
Questions
- Do GE Vernova and Mitsubishi Electric compete?
- In this catalog they are both placed on 4 of the same parts, across 2 layers: Large power transformers (345–765 kV) & substations, HV switchgear, GIS, breakers, protection relays, MV switchgear, E-houses, power skids, HVDC. 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, GE Vernova or Mitsubishi Electric?
- GE Vernova has 10 placements and Mitsubishi Electric has 12. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
- Which shared parts are supply-constrained?
- Large power transformers (345–765 kV) & substations. These carry a sourced constraint tag on the parts page.
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.