Enterprise DNA
AI Industry Map / Energy and power / Schneider Electric

Schneider Electric

Makes power, cooling and control equipment for data centres and grids.

Revenue
H1 2026 revenue of EUR 21.2B (six months to June 2026)
Growth
Q2 2026 revenue of EUR 11.5B, up 17% organic, a record quarter. Data centre demand described as very high
Based in
Rueil-Malmaison, France
Founded
1836
Listed
Public (SU)
Why it is winning

It sells both the power side and the cooling side of a data centre, so it gets paid twice on each build.

The risk to watch

The exact data centre revenue split was not found in the sources checked.

Money coming in

Who pays Schneider Electric, and for what.

No customers of Schneider Electric mapped yet.

Money going out

Who Schneider Electric pays to do what it does.

No suppliers of Schneider Electric mapped yet.

Where it sits on the map

Competitors and neighbours

Emerald AI
Supplier

Software that slows down AI computing when the grid is stressed, so data centres can connect sooner.

$150M at a $1.05B valuation (Aug 2026). Nvidia, Siemens and GE Vernova invested

Open profile
Intersect Power

Builds data centres next to its own power supply so they do not wait for the grid.

Bought by Alphabet for $4.75B (closed Mar 2026)

Open profile
Eaton
ETN Supplier

Makes switchgear, transformers and power distribution equipment that sit between the grid and the server hall.

Record revenue of $8.5B in Q2 2026 (quarter to 30 June 2026)

Open profile
GE Vernova
GEV Supplier

Makes gas turbines and grid equipment that power new data centres and utilities.

$176B order backlog. Data centre orders over $5B in the first half of 2026

Open profile
Quanta Services
PWR Supplier

Builds the transmission lines, substations and power connections that bring new electricity to data centres.

Revenue of about $9.6B in Q2 2026 (quarter to 30 June 2026)

Open profile
Siemens Energy
ENR Supplier

Makes gas turbines, grid equipment and transformers that power data centres and utilities.

Q3 FY2026 revenue of about EUR 11.4B (quarter to 30 June 2026)

Open profile
Heron Power
Supplier

Makes solid-state transformers, a faster-to-build alternative to the traditional iron-core kind.

$140M Series B led by a16z and Breakthrough Energy (Feb 2026)

Open profile
Nira Energy
Supplier

Software that shows developers where the grid has spare capacity to connect new loads.

Reportedly profitable with 100+ developer customers

Open profile
Pearl Street
Supplier

Automates the engineering studies that utilities need before they approve a new connection.

Bought by Enverus (Mar 2025), which Blackstone is buying

Open profile

Sources: emr-online.com

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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