8.09a · part of Transmission, interconnection & grid equipment
Who makes hvdc for AI data centers
Manufacturers of high-voltage direct current converter stations and cable used to move bulk power over long distances or between asynchronous grids.
Companies on this part (10)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Furukawa | manufacturer | public | 5801.T | 4042 JPY | -0.9% | inferred | |
| GE Vernova | manufacturer | public | GEV | 954 USD | -2.2% | inferred | |
| Hitachi Energy · unit of Hitachi | manufacturer | subsidiary | 6501.T* | inferred | |||
| LS Cable · unit of LS Corp | manufacturer | subsidiary | 006260.KS* | inferred | |||
| Mitsubishi Electric | manufacturer | public | 6503.T | 5641 JPY | +1.0% | inferred | |
| Nexans | manufacturer | public | NEX.PA | 143 EUR | +1.1% | inferred | |
| NKT | manufacturer | public | NKT.CO | 930 DKK | +1.4% | inferred | |
| Prysmian | manufacturer | public | PRY.MI | 124 EUR | +1.5% | inferred | |
| Siemens Energy | manufacturer | public | ENR.DE | 150 EUR | -0.6% | inferred | |
| Sumitomo Electric | manufacturer | public | 5802.T | 2223 JPY | -1.3% | inferred |
Who competes here
The same table read the other way: every company above competes for hvdc sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Transmission, interconnection & grid equipment
- Previous in layer: Renewables & long-duration storage hardware
- Next in layer: Gas supply chain
- Layer: Layer 8 — Power generation & energy supply
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON