Who makes mv/lv transformers for AI data centers

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.