Schneider Electric

Recent news

• Aug 18, 2026

  Occupancy needs, thermal efficiency boost CRE and building system companies: Q2 earnings roundup

  The article provides commentary and analysis on second-quarter 2026 earnings calls from commercial real estate and building systems companies, highlighting strong demand from prime office assets and data centers.

  • JLL said office leasing activity reached a post-pandemic high and office-using employment is rising after bottoming in February; CEO Christian Ulbrich said newer buildings are commanding record rents while weaker assets remain vacant.
  • Cushman & Wakefield said data center work now makes up a quarter of its integrated facilities management pipeline, while CBRE said more than half of its data center revenue comes from downstream work such as management, refitting, and project work; Honeywell, Johnson Controls, Schneider Electric, and Trane also tied sales, orders, and backlog growth to data center demand.
• Aug 13, 2026

  The Critical Minerals Crisis: AI Data Centers Face Supply Chain Strain

  The article analyzes how AI data center growth is increasing pressure on critical mineral supply chains, with copper singled out as the most at-risk material.

  • Copper demand for a new hyperscale data center is estimated at 50,000 tons, while a S&P Global report projects a 10 million metric ton shortfall by 2040 if sector expansion does not meaningfully increase.
  • Pantheon Electric said in July it unified 21 plants across North America and Europe into a single platform; SiTration said it completed a June trial with BHP in South Australia to recover copper and gold from waste streams, and has worked with Rio Tinto in the US with deployments in Chile planned.
• Aug 10, 2026

  AI’s volatile power demand is damaging its own data centers

  This article explains that AI data centers are causing new reliability and grid-stability problems, based on interviews and reported observations rather than a single new company announcement.

  • Power equipment strain: Rapid AI workload swings are reportedly damaging batteries, generators, turbines, cooling systems, transformers, and flywheels; examples include cracked gas-fired turbines at xAI’s Colossus site in Memphis, Tennessee, and batteries needing replacement within weeks or months.
  • Grid and project impacts: The story says the issues are delaying or curtailing operations, including a 2.67-gigawatt AI campus in West Texas developed by Joulent Inc. with Chevron Corp., where power delivery is now expected in 2028 instead of 2027; NERC also issued a level-three alert for big data centers to address immediate grid risks by Aug. 3.
• Aug 3, 2026

  Schneider Electric bolstering energy, design products

  Schneider Electric has reported second-quarter 2026 earnings and described new and ongoing efforts to expand its data center and grid-related services. - The company said Q2 2026 revenue was $13.1 billion and first-half revenue was $24.4 billion, with double-digit year-over-year increases; it also highlighted 24.8% organic growth in North America energy management and 23.1% organic year-over-year growth in North America revenue.

  • Schneider said it partnered with Kraken in June to help utilities access grid capacity at lower cost and electrify faster, completed its $350 million acquisition of AiDASH, and is working with NVIDIA, ETAP, AVEVA, and Cognite to strengthen data center design capabilities, including an 800-volt data center architecture using solid-state transformers.
• Jul 22, 2026

  10 Reasons You Cannot Afford to Miss DCF Trends Summit 2026

  Data Center Frontier has announced the 2026 Data Center Frontier Trends Summit, a three-day event focused on AI infrastructure execution, to be held August 4–6 at the Hyatt Regency Reston.

  • The summit will cover power, site selection, design, density, liquid cooling, investment, supply chains, commissioning, and community acceptance across sessions, roundtables, and tours.
  • Featured participants include leaders from EdgeCore, Schneider Electric, Motivair, Digital Realty, Compass Datacenters, NVIDIA, Meta, Open Compute Project, Equinix, Dominion Energy, Vantage Data Centers, NTT Global Data Centers, and Sabey Data Centers.
  • The article is a conference announcement and promotional overview, not a report on a completed project or deal.
• Jul 16, 2026

  TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test

  TeraWulf has announced a 20-year, $19 billion lease with Anthropic for approximately 401 MW of critical IT capacity at its Justified Data campus in Hawesville, Kentucky, while also agreeing to sell its 50.1% interest in the 168-MW Abernathy data center joint venture in Texas.

  • Anthropic lease: TeraWulf says the agreement is expected to generate about $19 billion in contracted revenue over 20 years; initial capacity is slated for 2H 2027 and the full 401 MW ramp by early 2028.
  • Abernathy sale and site details: TeraWulf will sell its 50.1% interest in Abernathy for about $530 million, paid in three installments through April 2027; the Hawesville site includes 250+ buildable acres, multiple high-voltage transmission lines, an energized substation, and direct transmission access.
• Jul 15, 2026

  Quantum Meets the Data Center: Hybrid Systems Take Off

  The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.

  • The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
  • The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
• Jul 9, 2026

  Data Center Frontier Trends Summit 2026 Preview

  Data Center Frontier has announced a preview of the Data Center Frontier Trends Summit 2026, a conference focused on AI infrastructure execution, taking place August 4–6 in Reston, Virginia.

  • The episode features Matt Vincent speaking with Bill Kleyman of Apolo to preview the summit and its themes, including power-first site selection, liquid cooling, behind-the-meter generation, supply chain execution, and community acceptance.
  • The article says the industry has shifted from projection to execution and that announced megawatts are not the same as energized megawatts; it also highlights summit sessions and keynotes involving Rich Miller, Lee Kestler, NVIDIA, Meta, and the Open Compute Project.
  • The content is a podcast/article preview and commentary, not a new project announcement; it references the summit agenda and speakers, with the conference set for August 4–6, 2026 in Reston, Virginia.
• Jul 6, 2026

  Schneider expands its remote-service EcoCare plan to mission-critical systems

  Schneider Electric has announced an expansion of its EcoCare remote monitoring service to support customers’ three-phase UPS systems in mission-critical facilities.

  • The expanded service uses AI-powered condition-based maintenance to monitor UPS components, analyze wear, aging, temperature, and maintenance history, and help reduce interventions and cost while protecting uptime.
  • Schneider says the offering can deliver a 70% reduction in electrical failure risk, up to 50% fewer on-site interventions, and up to 20% operating expense savings; it also cites a 2025 audit and customer examples including Compass Datacenters.
  • Schneider says its technicians provide remote or onsite break-fix corrective action, backed by a service level agreement and technical support.
  • The article references broader industry context, including a Korn Ferry estimate of an 85.2 million worker global talent shortage by 2030 and Uptime Institute findings on outages and data center power issues.
• Jun 26, 2026

  Data center planned for Rhondda Cyon Taf, Wales

  Maska Group has submitted a planning application to Rhondda Cynon Taf Borough Council for a new data centre at Mwyndy Cross, Miskin.

  • Application details: The proposal is for a single two-storey data centre building measuring 18,220 sqm (196,140 sq ft), plus a three-storey office block, a “servicing/energy plant”, and chillers; the application was filed with Rhondda Cynon Taf (RCT) Borough Council and consultation runs until Monday, July 13.
  • Background and gaps: The announcement notes Maska Group (offices in London and Manchester) as the applicant — it appears not to have previously built data centres; the submission does not specify proposed IT capacity or how the site will be powered. Also referenced are other South Wales developments (Newport modular site, Vantage Bridgend campus) and that South Wales is designated an AI Growth Zone by the UK government.
• Jun 25, 2026

  Data Center Insights 2026 Brings Industry Leaders Together for a Two-Day Look at the AI Infrastructure Era

  Endeavor B2B’s Data Center Frontier and partners announced Data Center Insights 2026, a two-day virtual event on July 15–16, 2026 focused on AI-driven demands for data center power, cooling, connectivity, and resilience.

  • Main announcement: Data Center Insights 2026 is a two-day virtual event (July 15–16, 2026) produced by Endeavor B2B with partners Data Center Frontier, Cabling Installation & Maintenance, ISE, Lightwave, and SecurityInfoWatch; sessions feature named speakers (e.g., Steven Carlini, Mike Tu, Tom Carroll) and cover AI infrastructure, liquid cooling (1P vs 2P), 800VDC / high-voltage DC, behind-the-meter power strategies, prefabrication, and fiber/400G+ testing.
  • Background & program details: The program is organized as cross-functional tracks on cooling, power distribution, connectivity, modular design, and operations; concrete session titles and speakers include “Expert Roundup: The State of the Data Center Industry” (Steven Carlini, Schneider Electric), “Rethinking Data Center Power Distribution: Safe, High-Power DC with Digital Electricity” (Stanley J. Mlyniec, VoltServer), and “Powering the Megawatt Era: The Role of 800VDC in the Future of Data Center Energy” (Mike Tu, NVIDIA; Jim Simonelli, Schneider Electric). The event is virtual (online); registration URL and event program pages are provided in the article.
• Jun 15, 2026 · TechNode Global

  Foxconn, Schneider Electric partner to develop next-generation AI data center infrastructure

  Foxconn and Schneider Electric have announced a strategic collaboration to co-develop integrated solutions and next-generation reference architectures for AI data centers; production is expected to begin later this year.

  • Co-development: Foxconn and Schneider Electric will co-develop next-generation reference architectures for AI data centers and jointly explore closed-loop energy optimization, modular power and cooling skids, and standardized design frameworks to create repeatable, high-performance blueprints. Production start: expected later this year.
  • Roles and background:Foxconn contributes advanced compute platforms, AI rack integration, and global manufacturing; Schneider Electric contributes power systems, cooling, and energy management. Leadership statements from Young Liu and Olivier Blum were included in the companies’ separate statements.
• Jun 3, 2026

  California City Approves First Voter-Enacted Data Center Ban

  Monterey Park voters approved Measure NDC, enacting a citywide prohibition on data centers by roughly 86% support.

  • Main action: The measure prohibits data centers citywide unless repealed by a subsequent citywide vote; it passed with ~86% support and was placed on the June ballot after the City Council imposed and extended a moratorium. The ballot language cites protection of air quality, drinking water resources, public health, and utility rates. The specific proposed project that sparked the fight was a 247,000-square-foot facility on a 15.8-acre site in Saturn Business Park, backed by Australian firm HMC StratCap, which would have been located less than 500 feet from the nearest home and required about 50 MW of peak power; the developer withdrew the project in March as opposition mounted.

  • Context and background: The council first approved a 45-day moratorium before advancing a permanent ban and opting for a ballot measure (argued to be harder to reverse than an ordinance). Local concerns included power demand, diesel backup generators, noise, air quality, water use, electricity costs, and property values. The vote reflects a broader national trend of organized local opposition to data center and AI infrastructure expansion, noted by commentators and industry representatives such as Schneider Electric, University of Texas law professor David Spence, and J.Gold Associates.

• Jun 3, 2026

  California City Approves First Voter-Enacted Data Center Ban

  Monterey Park has approved a voter-enacted prohibition on data centers (Measure NDC).

  • Measure NDC passed with roughly 86% support, amends the city’s land-use framework to prohibit data centers citywide unless voters later repeal the restriction; the ballot text cites protecting air quality, drinking water resources, public health, and utility rates.
  • Background: The vote followed opposition to a proposed 247,000-square-foot data center backed by Australian firm HMC StratCap planned on a 15.8-acre site in Saturn Business Park that would have required about 50 MW peak power; the developer withdrew the project in March after the city imposed and extended moratoriums and moved the permanent ban to the June ballot.