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Data Center Buildout

Hyperscale AI data center buildout spanning switch fabric and optical transceivers, GPU/ASIC-dense compute, medium-voltage switchgear and PDUs, on-site generation and grid interconnect, and the shift from air to direct-to-chip and rear-door liquid cooling; the binding constraints in 2026 are transformer/HV-cable lead times and hyperscaler power PPAs.

Related Industries

  • Communication Equipment
  • Software - Infrastructure
  • Semiconductors

Related Product Categories

  • Data Center Infrastructure
  • Network Switches & Routers
  • Optical Transceivers
  • Power Grid Equipment
  • Liquid Cooling Systems
  • Chillers & CRACs
  • Power Transformers
  • Electrical Switchgear

Featured Companies

  • Hitachi, Ltd. (6501.T)
  • Vertiv Holdings Co (VRT)
  • Eaton Corp plc (ETN)
  • Arista Networks, Inc. (ANET)
  • Super Micro Computer, Inc. (SMCI)
  • NVIDIA CORP (NVDA)
  • Broadcom Inc. (AVGO)
  • DIGITAL REALTY TRUST, INC. (DLR)
  • EQUINIX INC (EQIX)
  • Hyundai Electric & Energy Systems Co., Ltd. (267260.KS)
  • Hyosung Heavy Industries Co., Ltd. (298040.KS)
  • MODINE MANUFACTURING CO (MOD)
  • LS ELECTRIC Co., Ltd. (010120.KS)
  • Dell Technologies Inc. (DELL)
  • Hewlett Packard Enterprise Co (HPE)
  • CISCO SYSTEMS, INC. (CSCO)
  • COHERENT CORP. (COHR)
  • Lumentum Holdings Inc. (LITE)
  • GE Vernova Inc. (GEV)
  • ADVANCED MICRO DEVICES INC (AMD)
  • EMERSON ELECTRIC CO (EMR)
  • HUBBELL INC (HUBB)
  • CUMMINS INC (CMI)
  • CARRIER GLOBAL Corp (CARR)
  • Johnson Controls International plc (JCI)
  • nVent Electric plc (NVT)
  • MICROSOFT CORP (MSFT)
  • ARM HOLDINGS PLC /UK (ARM)
  • CoreWeave, Inc. (CRWV)
  • Samsung Electronics Co., Ltd. (005930.KS)
  • Alphabet Inc. (GOOGL)
  • AMAZON COM INC (AMZN)
  • Meta Platforms, Inc. (META)
  • ORACLE CORP (ORCL)
  • Talen Energy Corp (TLN)
  • QUANTA SERVICES, INC. (PWR)
  • Vistra Corp. (VST)
  • Constellation Energy Corp (CEG)
  • Prysmian S.p.A. (PRY.MI)
  • Schneider Electric SE (SU.PA)
  • ABB Ltd (ABBN.SW)
  • POWELL INDUSTRIES INC (POWL)
  • TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)

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