The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Schneider Electric

On the map: The grid connection · Who runs the capacity · Cooling · Power inside the building

Named in 5 pieces. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. Inside the fence

    Eaton, Schneider Electric, ABB, Siemens and Vertiv make switchgear, UPS systems and prefabricated power rooms.

    The equipment queue: transformer and switchgear makers are building to keep the wait, not to end it · 7 October 2026

  2. The long-lead equipment

    Caterpillar, Cummins and Rolls-Royce make generators. Hitachi Energy, Siemens Energy and GE Vernova make transformers. Vertiv, Schneider Electric and Eaton make prefabricated power modules.

    Contracted, energised, running: how Abilene, Nebius and Jane Street's AI capacity really arrives · 25 September 2026

  3. Protection and slower chips

    Schneider Electric, Eaton and Vertiv make switchgear and backup power. Emerald AI makes software that slows AI work for Google and others.

    America rations the plug: who may be cut, who must hold on, who pays · 22 September 2026

  4. Liquid to the chip

    Vertiv, Schneider Electric, Eaton, nVent and CoolIT make cold plates, pumps and loops.

    Heat and water decide where AI goes: liquid to the chip, a choice on the roof · 21 August 2026

  5. Building power systems

    Vertiv, Schneider Electric, Eaton, ABB and Siemens make UPS, switchgear, busway and rectifiers.

    Powering the rack: 800 volts reaches the AI rack before it reaches the building · 7 August 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.