Schneider Electric announced, at its Innovation Summit North America in Las Vegas, a $1.9 billion supply-capacity agreement with Switch for power modules and data-center cooling, and a $373 million agreement with Digital Realty for UPS, low-voltage switchgear and prefabricated power skids.
Schneider calls it its largest North American cooling services engagement to date and the first U.S. deployment of Uniflair chillers. Deliveries are scheduled to be phased across 2025–2026.
Digital Realty’s agreement adopts a Supply Capacity Agreement model that guarantees capacity and adds a dedicated LVS production line while preserving multi-vendor flexibility, the companies said.
Schneider framed both contracts as responses to fast-ramping U.S. AI data-center demand, positioning the company’s energy technology and prefabricated systems to bring capacity online faster.
Schneider’s combined $1.9B and $373M agreements total about $2.27B; the company did not disclose customer site locations.
