Who makes rack PDUs for AI data centers
The power distribution units mounted in or beside a rack that meter and distribute power to individual devices, sitting between facility power and the rack's internal busbar or whips.
Rack PDUs are the metering and distribution point between a rack's facility-side power feed (layer 7) and its internal power shelves or busbar (4.12, 4.15); in a rack-scale AI system this is often a higher-capacity unit than a conventional enterprise rack PDU because it has to feed a system already drawing far more continuous power. PDUs also increasingly carry monitoring and remote-management functions that plug into rack and facility management software, letting operators track power draw at the rack or even the outlet level, which matters more as power becomes the binding constraint on how many racks a given facility can support. For investors, this is a mature, established product category rather than a technology bottleneck, so growth here mostly tracks rack count and rack power density rather than any change in the underlying part itself; the metering and management layer that increasingly comes bundled with a PDU is a smaller, secondary differentiator worth watching.
AI delta: As power becomes the binding constraint on how many racks a facility can support, rack-level and outlet-level metering on the PDU becomes more operationally important than in a lower-density, less power-constrained enterprise deployment.
Companies on this part (9)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Cyber Power | manufacturer | public | 3617.TW | 247 TWD | -2.2% | disclosed | · source |
| Delta Electronics | manufacturer | public | 2308.TW | 1560 TWD | -3.4% | disclosed | · source |
| Eaton | manufacturer | public | ETN | 366 USD | -1.7% | inferred | |
| Legrand | manufacturer | public | LR.PA | 124 EUR | +0.4% | inferred | Raritan; Server Technology |
| nVent | manufacturer | public | NVT | 125 USD | -2.4% | inferred | |
| Schneider Electric | manufacturer | public | SU.PA | 231 EUR | -1.4% | inferred | |
| Vertiv | manufacturer | public | VRT | 194 USD | -0.2% | inferred | Geist |
| Panduit | manufacturer | private | inferred | ||||
| Rittal | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for rack PDUs sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Seen in real machines
rack PDUs is named in 2 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.
- Nvidia GB300 NVL72 · rack teardown
- Aurora · supercomputer
- Blade and cabinet power (rectifiers to 380 V DC, 8 on-blade IVOC converters from 380 V to 12 V) — HPE
Nearby parts
- Previous in layer: In-rack busbar & power whips
- Next in layer: Air-cooled heatsinks & vapor chambers
- Layer: Layer 4 — Servers, racks & integration
From the blog
- Part of the day: Rack PDUs 2026-10-02
Latest feed
- Google data center strategic sourcing exec heads to OpenAI — Data Center Dynamics, 2026-10-13Google's strategic sourcing executive is joining OpenAI to focus on high-speed interconnects and rack power infrastructure.
- Legrand to integrate Karman AI platform into data center PDUs and power shelves — Data Center Dynamics, 2026-10-13Legrand is integrating the Karman AI platform into its data center power distribution units (PDUs) and power shelves.
- Modder 'fixes' melting RTX 5090 power connectors with custom distributor — Tom's Hardware, 2026-10-04A community modder developed a custom power distribution solution to address melting issues with the power connectors on the NVIDIA RTX 5090 GPU.
- NVIDIA Announces DSX Ready Qualification Program for Data Center Power and Cooling Hardware — ServeTheHome, 2026-09-22NVIDIA launched the DSX Ready program, a qualification standard for data center power and cooling hardware used in AI data center construction.
- AirJoule Acquires BitSink to Expand into AI and HPC Data Center Infrastructure — HPCwire, 2026-09-14AirJoule Technologies acquired BitSink to expand its offerings in cooling, electrical distribution, and racking infrastructure for AI and HPC data centers.
- AI server exports to US slow; electronics parts jump 1.5 times in August — DigiTimes, 2026-09-13Taiwan reported that electronic parts exports reached a record high of $32.22 billion in August 2026, with integrated circuits and printed circuit boards seeing significant growth.
- Macronix boosts sustainability spending to NT$780 million — DigiTimes, 2026-09-02Macronix reported that it achieved significant reductions in greenhouse gas emissions and committed to investing NT$780 million in sustainability initiatives for 2025.
Questions about rack PDUs
- What are rack PDUs?
- The power distribution units mounted in or beside a rack that meter and distribute power to individual devices, sitting between facility power and the rack's internal busbar or whips.
- Which companies make rack PDUs for AI data centers?
- This catalog lists 9 companies on Rack PDUs, 7 of them with listed equity: Cyber Power, Delta Electronics, Eaton, Legrand, nVent, Schneider Electric, Vertiv, Panduit, Rittal.
- How does AI change demand for rack PDUs?
- As power becomes the binding constraint on how many racks a facility can support, rack-level and outlet-level metering on the PDU becomes more operationally important than in a lower-density, less power-constrained enterprise deployment.
- How reliable are these rack PDUs supplier placements?
- The 9 placements on this part break down as 2 disclosed, 7 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