Schneider Electric has secured close to $2.3 billion in new U.S. data centre supply contracts as demand for AI-ready infrastructure accelerates across the country, marking one of the largest coordinated equipment deployments announced this quarter. The agreements include high-capacity power modules, advanced cooling systems and uninterruptible power supplies intended for large operators scaling compute clusters for AI workloads. The company detailed that the largest share of the new business, valued at $1.9 billion, comes from a partnership with Switch, which is expanding hyperscale campuses that require predictable power conditioning and thermal stability for dense AI racks. A second contract, worth $373 million, was signed with Digital Realty in Texas and is centered on switchgear and backup equipment for facilities preparing for increased electrical load over the 2025 to 2026 delivery cycle. Schneider positioned the combined transactions as an indicator of accelerating infrastructure commitments from AI data-centre operators who now constitute nearly a quarter of the company’s global revenue footprint.
The new deployments arrive at a moment when AI compute intensity is creating structural shifts in the U.S. electricity market, prompting operators to seek equipment capable of maintaining efficiency as rack densities climb. Schneider stated that its cooling solutions are engineered to scale AI systems without forcing proportional growth in energy consumption, a priority as U.S. utilities signal difficulty meeting the rising load profiles of hyperscale campuses. Internal estimates from industry research groups forecast that global data-centre power usage could triple within three years as AI adoption continues across cloud service providers. This environment is drawing institutional attention, as stablecoin settlement networks, tokenized assets and real-time analytics systems increasingly rely on AI-supported computation running within these facilities. The infrastructure supplied under the new contracts supports the operational continuity required for financial networks that depend on uninterrupted compute availability.
Schneider also highlighted its work with semiconductor manufacturers to design next-generation cooling techniques for advanced AI chips, showing how data-centre engineering is converging with the high-performance hardware stack that drives current machine learning models. Large cloud platforms are preparing for capital expenditure levels expected to exceed $360 billion in 2025, and suppliers are positioning themselves to meet long-term delivery schedules tied to this expansion cycle. Analysts anticipate Schneider will outline new targets related to AI capacity during its upcoming capital markets event, where investors expect updated guidance on manufacturing output and service allocation. With institutional digital finance and tokenization frameworks increasingly tied to high-availability compute, these infrastructure deals signal how the next phase of AI growth is shaping the underlying technical environment that supports regulated digital asset ecosystems.
