Who makes MV/LV transformers for AI data centers
MV/LV transformers (pad-mount, dry-type, cast-resin)
Step-down transformers that take medium-voltage distribution down to the low voltage used inside a building, available in pad-mount (outdoor, oil-filled) and dry-type or cast-resin (indoor) designs.
These transformers sit between MV switchgear or E-houses (7.03) and LV switchgear and panelboards (7.05), doing the final voltage step-down before power reaches switchboards, busway, and PDUs. Pad-mount, oil-filled units are typically used outdoors or at building perimeters, while dry-type and cast-resin designs go indoors, including inside electrical rooms and E-houses, where the absence of oil simplifies fire code compliance. Unlike the large power transformers in 7.01, these are a higher-volume, more standardized product with a shorter design cycle, but a large campus still needs many of them — every hall, pod, or power block typically has its own — so aggregate demand scales directly with the number of buildings under construction rather than with a single large order. That volume dynamic makes throughput and factory capacity at transformer manufacturers a relevant constraint even though any individual unit is not as schedule-critical as a substation transformer. For investors, signals include order backlogs at mid-size transformer manufacturers, copper and electrical steel input costs and availability, and whether campus developers are standardizing designs across sites to simplify sourcing and shorten factory queues.
AI delta: Each new hall or power block needs its own set of these transformers, so campus buildout multiplies unit orders even though any individual transformer is smaller and faster to build than the units in 7.01.
Companies on this part (18)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| ABB | manufacturer | public | ABBN.SW | 67.78 CHF | -1.2% | inferred | |
| Eaton | manufacturer | public | ETN | 366 USD | -1.7% | inferred | |
| Fuji Electric | manufacturer | public | 6504.T | 13170 JPY | -1.8% | inferred | |
| Hammond Power | manufacturer | public | HPS-A.TO | 217 CAD | -1.3% | disclosed | · source |
| Hitachi Energy · unit of Hitachi | manufacturer | subsidiary | 6501.T* | inferred | |||
| Hyundai Electric | manufacturer | public | 267260.KS | 470000 KRW | -3.5% | inferred | |
| LS Electric | manufacturer | public | 010120.KS | 156900 KRW | -2.2% | inferred | |
| Prolec GE · unit of Xignux/GEV | manufacturer | subsidiary | inferred | ||||
| Schneider Electric | manufacturer | public | SU.PA | 231 EUR | -1.4% | inferred | |
| Siemens | manufacturer | public | SIE.DE | 257 EUR | +0.4% | inferred | |
| WEG | manufacturer | public | WEGE3.SA | 42.73 BRL | -3.2% | inferred | |
| ERMCO | manufacturer | private | inferred | ||||
| Howard Industries | manufacturer | private | inferred | ||||
| Jinpan | manufacturer | private | inferred | ||||
| MGM Transformer | manufacturer | private | disclosed | · source | |||
| Olsun | manufacturer | private | disclosed | · source | |||
| TMEIC | manufacturer | private | inferred | ||||
| Virginia Transformer | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for MV/LV transformers sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Previous in layer: MV switchgear, E-houses, power skids
- Next in layer: LV switchgear, switchboards, panelboards
- Layer: Layer 7 — Electrical: power distribution (grid to rack)
Latest feed
- Tata Power eyes 2.8GW of generation, transmission, and distribution for Indian data center sector — Data Center Dynamics, 2026-10-21Tata Power plans to secure significant generation, transmission, and distribution capacity for the burgeoning Indian data center industry.
- Hitachi Energy teams up with Ansaldo to develop integrated power solutions for data center sector and grid — Data Center Dynamics, 2026-10-21Hitachi Energy and Ansaldo have formed a collaboration to develop integrated power solutions specifically for the data center sector and the broader electrical grid.
- LS Power COO sees sweeping power sector investing needs: gas, renewables, transmission and more — Utility Dive, 2026-10-20LS Power's COO stated that current demand growth is substantial and that the supply side of the power infrastructure, including gas, renewables, and transmission, requires significant time to meet market needs.
- Microsoft abandons UK AI supercomputer as grid struggles to keep up — The Register, 2026-10-19Microsoft has withdrawn from its planned UK AI supercomputer because power grid connection issues are expected to delay the nation's AI infrastructure goals until the 2030s.
- Microsoft signs 20-year power deal with Indiana utility NiSource for planned data center in the state — Data Center Dynamics, 2026-10-19Microsoft has secured a 20-year power agreement with the utility NiSource to support a planned data center facility in Indiana.
- TECO targets AI data center growth with energy storage, transformers — DigiTimes, 2026-10-17TECO Electric and Machinery showcased its smart microgrid solutions and future plans for its power and energy business group at Energy Taiwan.
- LEO satellite boom strains supply chain amid AI data-center demand — DigiTimes, 2026-10-15The simultaneous expansion of LEO satellite constellations and AI data centers is creating supply chain strain and competition for power-related equipment and grid capacity.
- Taisic Materials expands SiC capacity for AI data centers, 8-inch markets — DigiTimes, 2026-10-13Taisic Materials is expanding its Silicon Carbide (SiC) production capacity to serve the power electronics and electrical equipment needs of AI data centers.
- Number of data center fires and power failures has doubled since 2024 — Data Center Dynamics, 2026-10-12Data from the Energy Incident Register shows a significant increase in fire and power failure incidents related to power infrastructure since 2024.
- Breaking the AI Infrastructure Power Wall: From Grid to xPU — EE Times, 2026-10-08The report discusses the critical infrastructure requirements for AI hardware, specifically focusing on the electrical grid, power transformers, and the shift toward high-voltage DC architectures and onsite power generation.
Questions about MV/LV transformers
- What are MV/LV transformers?
- Step-down transformers that take medium-voltage distribution down to the low voltage used inside a building, available in pad-mount (outdoor, oil-filled) and dry-type or cast-resin (indoor) designs.
- Which companies make MV/LV transformers for AI data centers?
- This catalog lists 18 companies on MV/LV transformers, 11 of them with listed equity: ABB, Eaton, Fuji Electric, Hammond Power, Hitachi Energy, Hyundai Electric, LS Electric, Prolec GE, Schneider Electric, Siemens, and 8 more.
- How does AI change demand for MV/LV transformers?
- Each new hall or power block needs its own set of these transformers, so campus buildout multiplies unit orders even though any individual transformer is smaller and faster to build than the units in 7.01.
- How reliable are these MV/LV transformers supplier placements?
- The 18 placements on this part break down as 3 disclosed, 15 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