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◆More than 85% of humanoids shipped last year went to stages, classrooms and data labs.◆Seven hyperscalers have promised households will not pay for AI's electricity.◆One attacker, hundreds of AI agents, 395 organisations breached in days.◆The world's open-model hub now belongs to the world's chipmaker.◆The head of a frontier lab has asked the industry to slow down, and a rival's chief scientist agrees.◆Texas has 470 GW of data-centre power requests and under 4 GW actually drawing power.◆The first four-digit humanoid factory contract starts with boxes, not assembly.◆Payment networks are writing KYC for machines.◆More than 85% of humanoids shipped last year went to stages, classrooms and data labs.◆Seven hyperscalers have promised households will not pay for AI's electricity.◆One attacker, hundreds of AI agents, 395 organisations breached in days.◆The world's open-model hub now belongs to the world's chipmaker.◆The head of a frontier lab has asked the industry to slow down, and a rival's chief scientist agrees.◆Texas has 470 GW of data-centre power requests and under 4 GW actually drawing power.◆The first four-digit humanoid factory contract starts with boxes, not assembly.◆Payment networks are writing KYC for machines.
Company profile · Energy management & industrial automation

Schneider Electric

Global provider of power distribution, cooling and automation systems, and a critical supplier to the AI data centre build-out.

Overview

Schneider Electric supplies the electrical distribution, cooling and management systems that turn grid power into usable compute. Its role in AI is on the physical layer: switchgear, liquid cooling, and data centre infrastructure management.

Products

  • Power distribution and switchgear
  • Data centre cooling and liquid cooling
  • Infrastructure management software
  • Industrial automation

AI activity

Supplying power and cooling systems for high-density AI clusters and applying AI to grid and building management.

Market position

One of a small group of critical infrastructure suppliers benefiting from AI capital expenditure. Watch: liquid cooling adoption, grid equipment lead times and data centre order books.

Technology

AI Data Centers

82

Where capital becomes compute.

AI data centres are purpose-built facilities that house dense clusters of accelerators, with power, cooling and networking designed for training and serving large models.

Sources & references

  1. 01Schneider Electric investor relations — Schneider Electriccompany
  2. 02Schneider Electric investor relations — Schneider Electriccompany
  3. 03Schneider Electric investor relations — Schneider Electriccompany
  4. 04Schneider Electric investor relations — Schneider Electriccompany
  5. 05Schneider Electric investor relations — Schneider Electriccompany
  6. 06Schneider Electric investor relations — Schneider Electriccompany
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