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Power and data centers

Compare the main companies in this industry, without a fixed list size.

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What this page covers

AI100 includes the 100 largest companies that meet the industry eligibility criteria. Sector rankings cover all companies in that segment for a broader comparison.

How to filter

Combine search with country, industry and listing status. Results update immediately; remove individual selected filters to broaden the list. Original ranks are retained. Open a sector ranking for its full company list.

Country / region definition

Filters use the countries or regions recorded in company profiles, rather than the stock exchange location. Companies associated with multiple countries appear under each of them.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.

Showing 17 companiesOriginal ranks retained

Industry rankings
Snapshot as of 2026-09-30

Data dates and sources

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亚太2026-09-306/42欧洲2026-09-304/9美洲2026-09-309/108

Listed data comes from the shared service’s latest valid snapshot. FMP is preferred; restricted or missing fields use alternate sources. Failed updates retain the original values and dates. Private valuations retain their disclosure sources and transaction dates. The snapshot date does not mean every company has been refreshed.

RankCompanyIndustry roleShare priceMarket cap / valuationFinancials / fundingEvidence
01GE VernovaGEV / United States关键使能Power and data centersAI 用电增长的发电电网供应商燃气轮机、电网设备和软件支撑新增数据中心负荷USD 953.83+0.08%2026-08-27 · Close$254B2026-08-27 · Market cap$41.4B Revenue27.3× P/E · 6.1× P/STTM financials · not liveFMP market capYahoo Finance
02AmphenolAPH / United States关键使能Power and data centersAI 服务器高速互连龙头连接器与线缆负责芯片、服务器和网络间数据传输USD 161.38+0.02%2026-08-27 · Close$199B2026-08-27 · Market cap$29.0B Revenue40.3× P/E · 6.9× P/STTM financials · not liveFMP market capYahoo Finance
03Schneider ElectricSU.PA / France关键使能Power and data centersAI 数据中心能源管理平台配电、自动化和能效软件管理高密度算力设施EUR 297.55-0.55%2026-08-27 · Close$195B2026-08-27 · Market cap$49.0B Revenue35.6× P/E · 4.0× P/STTM financials · not liveYahoo market capYahoo Finance
04EatonETN / United States关键使能Power and data centers数据中心配电核心供应商从电网入口到机架管理 AI 机房的高密度用电USD 416.04-0.81%2026-08-27 · Close$162B2026-08-27 · Market cap$30.0B Revenue42.7× P/E · 5.4× P/STTM financials · not liveFMP market capYahoo Finance
05台达电子2308.TW / Taiwan, China关键使能Power and data centersAI 数据中心电源与散热平台高效电源、液冷和基础设施管理支撑高密度 GPU 机房。TWD 1,830+3.39%2026-08-28 · Close$150B2026-08-28 · Market cap$20.7B Revenue58.4× P/E · 7.3× P/STTM financials · not liveYahoo market capYahoo Finance
06CorningGLW / United States关键使能Power and data centersAI 数据中心光纤底座光纤和连接方案承载集群内外高速数据流USD 152.80+0.01%2026-08-27 · Close$132B2026-08-27 · Market cap$17.0B Revenue70.4× P/E · 7.8× P/STTM financials · not liveFMP market capYahoo Finance
07VertivVRT / United States关键使能Power and data centersAI 数据中心供电冷却龙头UPS、配电和液冷解决高密度 GPU 机房的物理瓶颈USD 269.28+2.07%2026-08-27 · Close$104B2026-08-27 · Market cap$11.5B Revenue59.6× P/E · 9.0× P/STTM financials · not liveFMP market capYahoo Finance
08EquinixEQIX / United States关键使能Power and data centers全球互联数据中心龙头中立机房和高速互联把企业数据、云平台与 AI 推理节点连接起来。USD 1,044-2.98%2026-08-28 · Close$103B2026-08-28 · Market cap$9.8B Revenue66.9× P/E · 10.5× P/STTM financials · not liveFMP market capYahoo Finance
09Constellation EnergyCEG / United States关键使能Power and data centersAI 数据中心核电供应商全天候低碳核电契合超大规模算力稳定用电USD 282.41+1.03%2026-08-27 · Close$101B2026-08-27 · Market cap$31.3B Revenue27.3× P/E · 3.2× P/STTM financials · not liveFMP market capYahoo Finance
10Quanta ServicesPWR / United States关键使能Power and data centersAI 电力扩容施工龙头建设输电、变电和数据中心连接所需基础设施USD 621.83+0.83%2026-08-27 · Close$93.5B2026-08-27 · Market cap$32.8B Revenue70.4× P/E · 2.9× P/STTM financials · not liveFMP market capYahoo Finance
11Digital RealtyDLR / United States关键使能Power and data centers全球 AI 数据中心与互联平台数据中心园区、供电容量和互联服务承接大规模 AI 部署。USD 185.47-3.45%2026-08-28 · Close$68.6B2026-08-28 · Market cap$6.8B Revenue85.5× P/E · 10.0× P/STTM financials · not liveFMP market capYahoo Finance
12TE ConnectivityTEL / Switzerland关键使能Power and data centersAI 基础设施连接与传感平台高速连接器和传感器服务服务器、电力与冷却系统USD 203.00-0.99%2026-08-27 · Close$58.9B2026-08-27 · Market cap$19.1B Revenue19.9× P/E · 3.1× P/STTM financials · not liveFMP market capYahoo Finance
13VistraVST / United States关键使能Power and data centersAI 用电周期的发电运营商天然气、核电与电力零售承接数据中心新增需求USD 139.81-0.16%2026-08-27 · Close$47.1B2026-08-27 · Market cap$16.0B Revenue23.6× P/E · 3.0× P/STTM financials · not liveFMP market capYahoo Finance
14奇鋐3017.TW / Taiwan, China关键使能Power and data centersAI 服务器散热与液冷核心供应商风冷、冷板和液冷组件解决高密度 GPU 机架热管理。TWD 3,360+0.60%2026-08-28 · Close$41.7B2026-08-28 · Market cap$5.8B Revenue45.3× P/E · 7.1× P/STTM financials · not liveYahoo market capYahoo Finance
15nVent ElectricNVT / United Kingdom关键使能Power and data centers高密度算力电气保护供应商机柜、母线和液冷部件保护并连接 AI 设备USD 155.55+0.21%2026-08-27 · Close$25.2B2026-08-27 · Market cap$4.8B Revenue43.3× P/E · 5.2× P/STTM financials · not liveFMP market capYahoo Finance
16HubbellHUBB / United States关键使能Power and data centers电网扩容设备供应商连接器、开关和输配电部件支撑新增算力负荷USD 470.28-0.46%2026-08-27 · Close$24.8B2026-08-27 · Market cap$6.2B Revenue28.0× P/E · 4.0× P/STTM financials · not liveFMP market capYahoo Finance
17FirmusPrivate / Australia关键使能Power and data centers亚太 AI 工厂与数据中心平台从电网、冷却和自研机柜到 GPU 云，建设并运营高密度 NVIDIA AI 工厂。—No public share price>$10.5B全额认购战略股权融资对应投后估值下限战略股权融资 · $2BFunding / transaction date · 2026-08-07Firmus 官方公司披露 · View valuation evidence ↗
V3.1 · Eligibility reviewed 2026-10-12

How to read this ranking

Who qualifies

The list includes frontier models, AI-native products and essential infrastructure. Adding AI features to an ordinary product does not automatically qualify it.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.