ABB, Siemens AG, Legrand SA and Schneider Electric SE have seen a surge in orders for data-centre infrastructureserver racks, electrical equipment and cooling technologies-that enable AI giants like Nvidia to build faster and more efficient computing models.
Data centre revenues for the six biggest electrical firms reached €20 billion ($22.2 billion) last year, double what they were five years earlier, according to Redburn Atlantic analyst James Moore. He predicts sales to grow around 15 per cent on average through 2027 for those companies, including US peers Vertiv Holdings and Eaton.
"The Al gold rush is nothing that I have seen in the last 20 years in the data centre industry," Pankaj Sharma, executive vice president of the secure power division at Schneider Electric, said in an interview. The division provides both the hardware and supporting software for data centres.
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Denne historien er fra August 21, 2024-utgaven av Business Standard.
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