Energy & Utilities
Schneider Electric
A French energy management and automation company supplying power distribution, cooling, and electrical infrastructure used extensively across AI data centers, competing directly with Vertiv in this space. Schneider Electric was founded, later becoming a major supplier of power distribution and cooling infrastructure for AI data centers. Schneider Electric reported record Q1 2026 revenue of $11.4 billion after pivoting toward integrated power and liquid cooling systems for AI factories, including a roughly $1.9 billion deal with Switch and the acquisition of Motivair.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Defense — $54,997,249: ESPC AWARD YOKOTA AB, JAPAN
USAspending.gov · Nov 27, 2019
Department of Defense — $48,323,797: IGF::OT::IGF ESPC AT NAVAL BASE CORONADO. CONSTRUCTION AND PERFORMANCE PERIOD SERVICES FOR LIGHTING, HVAC, CHILLED WATER, HOT WATER ADN STEAM DISTRIBUTION AND RENEWABLE ENERGY SYSTEM.
USAspending.gov · Feb 18, 2016
Department of Defense — $31,966,911: IGF::CT::IGF AWARD OF ENERGY SAVINGS PERFORMANCE CONTRACT
USAspending.gov · Jan 15, 2019
Department of Defense — $28,727,446: PROCUREMENT AND INSTALLATION OF UTILITY MONITORING AND CONTROLS SYSTEMS AND PROCUREMENT, INSTALLATION, MAINTENANCE, AND SERVICE OF ELECTRONIC SECURITY SYSTEMS AT UNITED STATES ARMY MEDICAL RESEARCH INSTITUTE OF INFECTIOUS DISEASES, FORT DETRICK, MD.
USAspending.gov · Sep 29, 2023
Department of Defense — $14,534,172: ENERGY CONSERVATION MEASURES AT FORT HUACHUCA IGF::OT::IGF
USAspending.gov · Mar 2, 2018
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 77% avg. source confidence
- Schneider Electric Blog / Construction Owners — Schneider Electric pivots to become the physical infrastructure architect for AI data centers80% source confidence
- Utility Dive — Schneider Electric CEO cites 'energy security' and geopolitics as accelerating AI-driven electrification demand74% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Schneider Electric depends on below, and who depends on Schneider Electric above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Schneider Electric's Timeline
A sourced, dated history of Schneider Electric's key moments — founding to present.
Jan 1836 · Founded
Schneider Electric was founded, later becoming a major supplier of power distribution and cooling infrastructure for AI data centers.
Jan 2026 · Record Q1 revenue on AI cooling pivot
Schneider Electric reported record Q1 2026 revenue of $11.4 billion after pivoting toward integrated power and liquid cooling systems for AI factories, including a roughly $1.9 billion deal with Switch and the acquisition of Motivair.