Who makes ups (static, modular, rotary/drups) & ups power semis for AI data centers

UPS sits between LV switchgear (7.05) and the IT load, holding output voltage steady through the brief gap between a utility interruption and the moment backup generators (7.13) come online and take over. Static UPS units use battery energy storage (7.11) and power electronics to do this; rotary and diesel-rotary UPS (DRUPS) use spinning mass and, in the DRUPS case, an integrated engine to bridge the same gap without a separate battery bank; modular UPS lets capacity be added in smaller increments as a facility grows. Inside a static UPS, IGBT and silicon-carbide power semiconductor modules do the actual power conversion between AC, DC, and back to AC, and the performance and efficiency of a UPS increasingly depends on those semiconductor choices as much as on the battery or rotary system around them. Beyond simple outage bridging, AI clusters draw power in sharp, correlated swings as large synchronized GPU jobs start, stop, or checkpoint, and utilities and grid operators are increasingly asking data centers to use UPS and related equipment (7.12) to smooth those swings rather than let them propagate onto the grid. For investors, watch UPS order backlogs, capacity additions among the small set of vendors building at data-center scale, and how much of the value is migrating toward the power semiconductor content inside each unit.