Schneider Electric

Recent news

• Sep 23, 2026

  Harnessing the electricity supercycle to build US energy stability

  Schneider Electric executive Frédéric Godemel argues that the current energy market turmoil should be treated as an opportunity to accelerate grid modernization and flexible energy systems.

  • The article says the world is entering an electricity supercycle, driven by rising demand, AI energy use, and grid constraints; it highlights grid modernization, clean energy investment, and battery storage as the main solutions.
  • It cites several figures and examples: 2,500 GW of projects queued worldwide, 1,200–1,600 GW potentially unlocked through reform, US electricity demand up 39% by 2035, and Poland adding 20+ GW of solar capacity between 2020 and 2025; it also notes Poland passed initial Grid Act amendments in March 2026.
• Sep 1, 2026

  India’s installed power capacity projected to surpass 2,000 gw by 2047, says ENCIS Outlook Report at Bharat Electricity 2026

  ENCIS has released its report “India’s Power & Energy Transformation Outlook” at Bharat Electricity, POWERGEN India & Indian Utility Week 2026 in New Delhi.

  • The report projects India’s installed electricity capacity will exceed 2,000 GW by 2047, with solar rising from 119 GW to over 1,100 GW and non-fossil sources reaching 53% of today’s 540 GW installed capacity.
  • It says peak demand will reach 366 GW by 2032, grid-scale storage will need to increase to 200 GWh by 2030, and total sector investment needs are $0.5 trillion by 2030; the event was held at Yashobhoomi, New Delhi and included government and industry leaders from India and abroad.
• Aug 28, 2026

  AI Rack Density’s Real Limits: Power, Cooling, Failure Risk

  The article analyzes how AI is pushing data center rack density higher and argues that cooling, power delivery, and grid access now set the main limits on AI rack design.

  • It cites Uptime Institute data showing modal rack density rose to 11 kW in 2026 from 9 kW in 2025, while Nvidia GB300 NVL72 reaches up to 142 kW per rack and Rubin Ultra NVL576 “Kyber” is specified at roughly 600 kW for H2 2027.
  • It says direct-to-chip liquid cooling now handles 100-150 kW per rack and is the dominant liquid method; 800 VDC is shipping with Vera Rubin NVL72, and vendors including Vertiv, Schneider Electric, Eaton, and Delta have commercial 800 VDC offerings slated for H2 2026. It also references Foxconn’s 40 MW Kaohsiung-1 facility in Taiwan, the Open Compute Project Mount Diablo specification finalized in March 2026, and Microsoft/Meta hardware demonstrations in July 2026.
• Aug 27, 2026

  How Data Centers Are Using AI to Run Cooler and Smarter

  The article explains how data center operators are using AI to improve cooling, power use, maintenance, and incident response, and how the industry is moving from pilots toward broader production use.

  • Digital Realty uses its OPDaaS platform and other AI tools to analyze sub-second telemetry from power, cooling, and building systems; it is also deploying Phaidra at IAD51 in Northern Virginia and plans to bring about 30 more data centers online by the end of 2026.
  • AWS, DPR Construction, and Schneider Electric are also applying AI for network operations, construction planning, robotics, digital twins, DCIM, and service dispatch; analysts say most operators still keep humans in the loop and full autonomy is not yet common.
• 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.