Which companies make UPS & UPS power semis for AI data centers?

This catalog lists 18 companies on UPS (static, modular, rotary/DRUPS) & UPS power semis, 10 of them with listed equity: ABB, Cyber Power, Delta Electronics, Eaton, Fuji Electric, Kehua, Legrand, Mitsubishi Electric, Schneider Electric, Vertiv, and 8 more.

How reliable are these UPS (static, modular, rotary/DRUPS) & UPS power semis supplier placements?

The 18 placements on this part break down as 8 disclosed, 10 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.

7.10

Who makes UPS & UPS power semis for AI data centers

Uninterruptible power supplies that bridge the gap between a utility outage and generator start, built as static (battery-based), modular, or rotary/diesel-rotary (DRUPS) designs, plus the power semiconductors inside them.

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.

AI delta: GPU cluster power draw swings sharply and quickly with training and inference workload changes, and UPS systems are increasingly being asked to absorb those swings for grid stability rather than just bridge outages.

Appears at:Enterprise / small colo Large colo / hyperscale building AI campus GW-class campus· cooling:any — Present at every scale; the architecture shifts from a handful of large static UPS at hyperscale and above toward more distributed or rotary designs depending on site design choices.

Companies on this part (18)

Show:

Company	Role	Ownership	Ticker	Price	1d	Confidence	Note
ABB	manufacturer	public	ABBN.SW	67.78 CHF	-1.2%	disclosed	· source
Cyber Power	manufacturer	public	3617.TW	247 TWD	-2.2%	disclosed	· source
Delta Electronics	manufacturer	public	2308.TW	1560 TWD	-3.4%	inferred
Eaton	manufacturer	public	ETN	366 USD	-1.7%	inferred
Fuji Electric	manufacturer	public	6504.T	13170 JPY	-1.8%	disclosed	· source
Kehua	manufacturer	public	002335.SZ	26.50 CNY	+2.2%	inferred
Legrand	manufacturer	public	LR.PA	124 EUR	+0.4%	inferred
Mitsubishi Electric	manufacturer	public	6503.T	4770 JPY	-2.3%	inferred
Schneider Electric	manufacturer	public	SU.PA	231 EUR	-1.4%	inferred
Vertiv	manufacturer	public	VRT	194 USD	-0.2%	disclosed	· source
Centiel	manufacturer	private				disclosed	· source
Hitec	manufacturer	private				inferred	DRUPS
Huawei	manufacturer	private				inferred
Piller	manufacturer	private				disclosed	rotary · source
Rehlko (Kohler Energy)	manufacturer	private				inferred
Riello	manufacturer	private				disclosed	· source
Socomec	manufacturer	private				inferred
Toshiba	manufacturer	private				disclosed	· source

IGBT and SiC modules 7.10a

Company	Role	Ownership	Ticker	Price	1d	Confidence	Note
Fuji Electric	manufacturer	public	6504.T	13170 JPY	-1.8%	disclosed	· source
Infineon	manufacturer	public	IFX.DE	48.67 EUR	-2.5%	disclosed	· source
Mitsubishi Electric	manufacturer	public	6503.T	4770 JPY	-2.3%	inferred
onsemi	manufacturer	public	ON	72.25 USD	-1.2%	inferred
Wolfspeed	manufacturer	public	WOLF	22.93 USD	+2.6%	disclosed	· source
Semikron Danfoss	manufacturer	private				disclosed	· source

Who competes here

The same table read the other way: every company above competes for UPS (static, modular, rotary/DRUPS) & UPS power semis sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Seen in real machines

UPS (static, modular, rotary/DRUPS) & UPS power semis 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.

Leonardo · supercomputer
- Data hall UPS (four branches of 2 x 1 MW Vertiv Trinergy units with lithium batteries) — Vertiv

Nearby parts

Children: IGBT and SiC modules
Previous in layer: LV cable, wire, tray, raceway
Next in layer: Energy storage: UPS batteries & BESS
Layer: Layer 7 — Electrical: power distribution (grid to rack)

From the blog

Half the supplier bench, a sixth of the coverage 2026-09-07

Watch

How Data Center UPS Systems Work

MEP Academy — UPS topologies and role in data center power resilience

Click to load from YouTube · open on YouTube ↗

Independent videos — no affiliation; nothing loads from YouTube until you click.

Latest feed

DCD Talks: Unpacking the AI powertrain with Manav Patel, Schneider Electric — Data Center Dynamics, 2026-10-23
Schneider Electric and DCD discussed how grid-to-chip power solutions are accelerating the deployment of resilient AI infrastructure to meet increasing power demands.
Sponsored: Rethinking power infrastructure to scale AI data centers — Data Center Dynamics, 2026-10-23
ABB suggests that rethinking data center power infrastructure could solve scaling challenges in the AI industry.
[AI Infrastructure Insight] How AI infrastructure will be designed for the future — newsroom:sk-hynix, 2026-10-22
Effective real-world AI application requires improvements across faster compute, wider memory bandwidth, higher-performance networking, better storage, and more stable power infrastructure.
Tata Power eyes 2.8GW of generation, transmission, and distribution for Indian data center sector — Data Center Dynamics, 2026-10-21
Tata 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, 2026-10-21
Hitachi 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, 2026-10-21
The 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, 2026-10-20
LS 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, 2026-10-19
Microsoft 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.
Lite-On showcases 800VDC power technology at Nvidia MGX event — DigiTimes, 2026-10-19
Lite-On demonstrated its 800V DC power technology at an event hosted by Nvidia.
Data Center Power a Prominent Highlight of OCP 2026 — EE Times, 2026-10-16
The OCP Summit highlighted key components related to data center power, including power delivery boards, PSU designs, hot-swap controllers, and telemetry.

Questions about UPS (static, modular, rotary/DRUPS) & UPS power semis

What are UPS (static, modular, rotary/DRUPS) & UPS power semis?: Uninterruptible power supplies that bridge the gap between a utility outage and generator start, built as static (battery-based), modular, or rotary/diesel-rotary (DRUPS) designs, plus the power semiconductors inside them.
Which companies make UPS & UPS power semis for AI data centers?: This catalog lists 18 companies on UPS (static, modular, rotary/DRUPS) & UPS power semis, 10 of them with listed equity: ABB, Cyber Power, Delta Electronics, Eaton, Fuji Electric, Kehua, Legrand, Mitsubishi Electric, Schneider Electric, Vertiv, and 8 more.
How does AI change demand for UPS (static, modular, rotary/DRUPS) & UPS power semis?: GPU cluster power draw swings sharply and quickly with training and inference workload changes, and UPS systems are increasingly being asked to absorb those swings for grid stability rather than just bridge outages.
How reliable are these UPS (static, modular, rotary/DRUPS) & UPS power semis supplier placements?: The 18 placements on this part break down as 8 disclosed, 10 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