AI Data Center PartsSearch
Home / Parts / Servers, racks & integration / Rack PDUs
4.16

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.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:any — present at every scale; capacity per unit and the value of built-in metering both rise with rack power density.

Companies on this part (9)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Cyber Powermanufacturerpublic3617.TW245 TWD-1.4%inferred
Delta Electronicsmanufacturerpublic2308.TW1800 TWD+2.0%inferred
EatonmanufacturerpublicETN416 USD-2.3%inferred
LegrandmanufacturerpublicLR.PA136 EUR-0.8%inferredRaritan; Server Technology
nVentmanufacturerpublicNVT156 USD-1.5%inferred
Schneider ElectricmanufacturerpublicSU.PA298 EUR-0.6%inferred
VertivmanufacturerpublicVRT269 USD-1.5%inferredGeist
Panduitmanufacturerprivateinferred
Rittalmanufacturerprivateinferred

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.

Nearby parts

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is builtMarkdown · JSON