Who makes MV switchgear 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 | 67.78 CHF | -1.2% | inferred | |
| Eaton | manufacturer | public | ETN | 366 USD | -1.7% | inferred | |
| GE Vernova | manufacturer | public | GEV | 815 USD | -1.0% | inferred | |
| Hitachi Energy · unit of Hitachi | manufacturer | subsidiary | 6501.T* | inferred | |||
| Mitsubishi Electric | manufacturer | public | 6503.T | 4770 JPY | -2.3% | inferred | |
| Nari | manufacturer | public | 600406.SS | 23.42 CNY | +0.8% | inferred | |
| Powell | manufacturer | public | POWL | 151 USD | +1.2% | disclosed | · source |
| Schneider Electric | manufacturer | public | SU.PA | 231 EUR | -1.4% | inferred | |
| Siemens | manufacturer | public | SIE.DE | 257 EUR | +0.4% | inferred | |
| Vertiv | manufacturer | public | VRT | 194 USD | -0.2% | 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.
Seen in real machines
MV switchgear, e-houses, power skids is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine. The companies shown are the ones named on that line, not necessarily the maker of this part.
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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- US signs up to US$389 million in CHIPS R&D deals for power chips and fusion — DigiTimes, 2026-10-23The US Department of Commerce awarded federal R&D funds totaling $389 million through the CHIPS Act to companies focused on power management semiconductors and related materials.
- 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.
- SpaceX pushes AI scaling into industrial realm as power equipment becomes limiting factor — DigiTimes, 2026-10-21The rapid scaling of AI infrastructure is being constrained by the availability of electrical capacity, cooling solutions, and necessary compute hardware.
- 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.
- Grid equipment manufacturer ABB sees US orders rise 82% — Utility Dive, 2026-10-20ABB reported that utility investments are increasing for electrical grid refurbishment and build-out to ensure power availability and efficiency.
- Malaysia says data center investors must fund transmission upgrades — DigiTimes, 2026-10-20Malaysia is requiring data center investors to fund necessary transmission upgrades, increasing the link between investment and local grid capacity.
- FERC approves ISO-NE ‘asset condition’ transmission review process — Utility Dive, 2026-10-19FERC approved an 'asset condition' transmission review process that commissioners suggested other regions should adopt for increased oversight of local transmission projects.
- 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.
Questions about MV switchgear, e-houses, power skids
- What are MV switchgear, e-houses, power skids?
- 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.
- Which companies make MV switchgear for AI data centers?
- This catalog lists 12 companies on MV switchgear, E-houses, power skids, 10 of them with listed equity: ABB, Eaton, GE Vernova, Hitachi Energy, Mitsubishi Electric, Nari, Powell, Schneider Electric, Siemens, Vertiv, and 2 more.
- How does AI change demand for MV switchgear, e-houses, power skids?
- 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.
- How reliable are these MV switchgear, e-houses, power skids supplier placements?
- The 12 placements on this part break down as 1 disclosed, 11 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