Who makes PCS and inverters for AI data centers
Power conversion systems and inverters that convert stored DC battery energy to AC power for UPS and grid-scale BESS alike.
A battery stores direct current and the grid runs on alternating current, so every storage installation needs conversion between them. The power conversion system is that interface: it inverts DC to AC on discharge, rectifies on charge, and — the part that matters more than it sounds — decides how the installation behaves toward the grid it is connected to. That behaviour is increasingly the product. A conventional grid-following inverter needs a stable grid voltage to synchronise against; grid-forming control lets the unit establish voltage and frequency itself, which is what allows storage to support a weak grid, ride through disturbances, or hold an island. As large loads like AI campuses connect at points where the grid is already strained, that capability is the difference between a storage asset that helps the interconnection case and one that is merely large. The same equipment serves both the UPS side and the grid-scale side of this part, and it overlaps directly with the solar inverter suppliers in Layer 8 — the underlying power electronics are close cousins. What to look for is whether a unit supports grid-forming operation, what the utility's interconnection requirements actually demand, and the service arrangement: the PCS contains the fans, capacitors and switching devices that wear, so it is usually the first thing in a storage installation to need attention.
Companies on this part (5)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Dynapower · unit of Sensata | manufacturer | subsidiary | ST* | inferred | |||
| SMA | manufacturer | public | S92.DE | 47.48 EUR | -5.0% | inferred | |
| Sungrow | manufacturer | public | 300274.SZ | 72.20 CNY | +2.3% | inferred | |
| EPC | manufacturer | private | inferred | Power | |||
| Power · unit of WSP | manufacturer | private | WSP.TO* | inferred | Electronics |
Who competes here
The same table read the other way: every company above competes for PCS and inverters sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Energy storage: UPS batteries & BESS
- Previous in layer: UPS (static, modular, rotary/DRUPS) & UPS power semis
- Next in layer: Power smoothing / supercapacitors
- Layer: Layer 7 — Electrical: power distribution (grid to rack)
Questions about PCS and inverters
- What are PCS and inverters?
- Power conversion systems and inverters that convert stored DC battery energy to AC power for UPS and grid-scale BESS alike.
- Which companies make PCS and inverters for AI data centers?
- This catalog lists 5 companies on PCS and inverters, 3 of them with listed equity: Dynapower, SMA, Sungrow, EPC, Power.
- How reliable are these PCS and inverters supplier placements?
- The 5 placements on this part break down as 5 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON