# Prefab / modular data centers & power/cooling skids

Part ID: 9.07 · Layer 9 (Building shell, site & construction)

Factory-built modular data center units and prefabricated power and cooling skids that are assembled off-site and installed as complete, pre-integrated blocks.

Instead of building power distribution and cooling systems entirely on-site from the components in Layers 5 through 8, this layer packages them into pre-engineered, factory- tested modules — power skids, cooling skids, and in some cases entire containerized compute units — that arrive at the site largely complete and are craned into place, cutting down the on-site labor scope handled by Layers 9.04 and 9.05.
AI campuses' appetite for repeatable, fast-to-deploy capacity favors this approach: a prefabricated module built on a standard design can be manufactured in parallel with site and shell construction rather than sequentially after it, and factory conditions allow tighter quality control on the high-density power and liquid-cooling systems AI racks require. Investors should watch whether a given developer's design standardizes around a particular vendor's modular product, since that creates a qualification and single-vendor dependency similar to other parts of this taxonomy, and whether module manufacturing capacity itself becomes a scheduling constraint as adoption grows.

**AI delta:** AI campuses' need for fast, repeatable deployment favors factory-built modular power and cooling systems that can be manufactured in parallel with site and shell construction.

## Companies

| Company | Role | Confidence | Ownership | Ticker | Note |
|---|---|---|---|---|---|
| ABB | manufacturer | inferred | public | ABBN.SW | power skids |
| Compass | in_house | inferred | subsidiary |  | in-house |
| Delta Electronics | manufacturer | inferred | public | 2308.TW |  |
| Eaton | manufacturer | inferred | public | ETN |  |
| Nucor | manufacturer | inferred | public | NUE |  |
| Powell | manufacturer | inferred | public | POWL |  |
| Schneider Electric | manufacturer | inferred | public | SU.PA | prefab modules |
| Vertiv | manufacturer | inferred | public | VRT | SmartMod; modular power |
| BladeRoom | manufacturer | inferred | private |  |  |
| Cannon | manufacturer | inferred | private |  |  |
| Flexnode | manufacturer | inferred | private |  |  |
| Huawei | manufacturer | inferred | private |  |  |
| IEM | manufacturer | inferred | private |  |  |
| Nautilus | manufacturer | inferred | private |  |  |
| PCX | manufacturer | inferred | private |  |  |
| Rittal | manufacturer | inferred | private |  |  |

Confidence tags: disclosed = company/filing statement; reported = trade press or partner list; inferred = taxonomy lead.
