Who makes mv switchgear, e-houses, power skids for AI data centers
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.
MV switchgear takes power handed off from the HV side (7.02) or from step-down transformers (7.04) and distributes it across a campus's buildings and yards. Packaging that switchgear into an E-house — a pre-fabricated, walk-in enclosure built and tested off-site — or a smaller power skid lets it be manufactured in parallel with civil construction and craned into place largely finished, which shortens the critical path compared with building an electrical room on site. This modularity has made E-houses a default choice for large, fast-moving campuses even though it adds a factory step and a shipping and rigging logistics chain that a stick-built room does not need. Downstream, an E-house typically feeds MV/LV transformers and LV switchgear serving individual halls or buildings, so its capacity and the number of feeder positions it is built with set a ceiling on how much can be added later without a new E-house. Investors should watch factory capacity and backlog at the firms that build E-houses and skids, since that fabrication step — not the switchgear itself — is often the binding constraint, along with how much of the enclosure and integration work incumbents keep in-house versus outsource.
AI delta: E-houses and power skids let a campus add pre-fabricated MV distribution capacity in parallel with site construction rather than waiting on stick-built electrical rooms, and AI campus buildout is now testing how fast factories can turn them around.
Companies on this part (12)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| ABB | manufacturer | public | ABBN.SW | 79.28 CHF | -0.6% | inferred | |
| Eaton | manufacturer | public | ETN | 416 USD | -2.3% | inferred | |
| GE Vernova | manufacturer | public | GEV | 954 USD | -2.2% | inferred | |
| Hitachi Energy · unit of Hitachi | manufacturer | subsidiary | 6501.T* | inferred | |||
| Mitsubishi Electric | manufacturer | public | 6503.T | 5641 JPY | +1.0% | inferred | |
| Nari | manufacturer | public | 600406.SS | 23.00 CNY | -0.3% | inferred | |
| Powell | manufacturer | public | POWL | 193 USD | -1.3% | inferred | |
| Schneider Electric | manufacturer | public | SU.PA | 298 EUR | -0.6% | inferred | |
| Siemens | manufacturer | public | SIE.DE | 287 EUR | -0.4% | inferred | |
| Vertiv | manufacturer | public | VRT | 269 USD | -1.5% | inferred | E+I Engineering; Anord Mardix |
| IEM | manufacturer | private | inferred | ||||
| PCX | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for mv switchgear, e-houses, power skids sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Previous in layer: HV switchgear, GIS, breakers, protection relays
- Next in layer: MV/LV transformers
- Layer: Layer 7 — Electrical: power distribution (grid to rack)
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Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON