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Schneider Electric
NVIDIA-validated grid-to-chip power+cooling vendor riding double-digit AI data center growth
HQ FR
Recent Business Signals
Funding & valuation history
Mar 23, 2026 · funding-research
SE Ventures made a strategic investment in Uplight, an energy software company.
Jan 14, 2026 · funding-research
SE Ventures led a $1B Series C investment in Skild AI, a robotics AI startup.
Aug 21, 2025 · funding-research
Schneider Electric acquired WattBuy, an energy software and analytics firm.
Aug 21, 2025 · funding-research
Schneider Electric acquired WattBuy.
Jul 18, 2025 · funding-research
SE Ventures led a $26M investment in STELLARIA.
Jun 25, 2025 · ai_synthesis_sdk
Schneider Electric continued integrating Motivair Corporation, the liquid-cooling specialist in which it took a ~75% controlling stake for about $850 million (valuing Motivair near $1.13 billion), positioning the combined power-plus-cooling portfolio for 50–500 MW AI clusters. Through 2025 Schneider marketed Motivair-based coolant distribution units and chillers alongside its EcoStruxure power and prefabricated modular data center offers.
Oct 17, 2024 · funding-research
Schneider Electric acquired Motivair, an HVAC and data center cooling provider, for $1B.
Oct 17, 2024 · funding-research
Schneider Electric acquired Motivair at a $1 billion valuation.
Jul 30, 2024 · funding-research
Schneider Electric acquired Planon, a workplace management software company.
Jul 30, 2024 · funding-research
Schneider Electric completed its acquisition of Planon.
Strategic Position
What they do best
Integrated grid-to-chip electrical distribution and Secure Power at scale, with Data Center & Networks the fastest-growing end market behind ~9% group organic growth (signal ff27f707).
Their bet
That the shift to 800 VDC / 100+ kW racks forces a power+liquid-cooling re-architecture they can own end-to-end via NVIDIA reference designs (de44a31d) and Motivair integration (a9a7226a).
Top risk
Motivair integration (75% stake, full ownership only by 2028) fails to convert NVIDIA GB200 design wins into shipped CDUs/chillers by end-2026, ceding high-density thermal share to Vertiv's in-house portfolio.
Compared to peers
Direct competitor
Vertiv
Vertiv is pure-play data-center power+thermal with deeper in-house liquid cooling; Schneider is diversified energy/automation buying cooling (Motivair) but with broader grid-side reach.
Substitute
Bloom Energy
Bloom's behind-the-meter fuel cells bypass 5-7yr grid interconnect queues, substituting away the grid-tied distribution Schneider sells when interconnect timelines block deployment.
Why someone would join
- 1.NVIDIA named Schneider a power-ecosystem partner (signal de44a31d, 2025-05-21) for 800 VDC GB200 NVL72 racks—engineers ship reference designs co-validated with the dominant AI-chip vendor, not speculative roadmaps.
- 2.$850M Motivair deal (a9a7226a, 2025-06-25) plus ~€30B 9M-2025 revenue with double-digit data-center growth (62e94c87) funds a combined power+liquid-cooling roadmap for 50–500 MW clusters.
Recent Hiring (60 days)
No specialty signals in the last 60 days.