{"city":"Zurich","name":"Hitachi Energy","slug":"hitachi-energy","facts":[{"date":"2026-09-16","type":"revenue_band","value":"Above $10B","source":"interestingengineering.com — 2026-09-16"},{"date":"2026-09-16","type":"ownership_change","value":"Hitachi, Ltd.","source":"interestingengineering.com — 2026-09-16"},{"date":"2026-06-01","type":"deployment","value":"Main transformer lines booked out 3-4 years; South Boston plant not operational before 2028","source":"SemiAnalysis"},{"date":"2026-05-01","type":"partnership","value":"Agreed with X LABS to develop gigawatt-scale behind-the-meter energy parks and power-as-a-service infrastructure for AI data-center off-takers in North America","source":"hitachi.com"},{"date":"2026-03-01","type":"partnership","value":"Participated with NVIDIA on AI data centers, grid modernization and 800-volt DC power systems","source":"hitachienergy.com"},{"date":"2025-10-01","type":"setback","value":"Transformer-capacity expansion constrained by extended delivery times for winding machines and other factory equipment","source":"www-origin.hitachi.com"}],"peers":[{"name":"Siemens Energy","rank":18,"slug":"siemens-energy","score":"96"},{"name":"Maschinenfabrik Reinhausen","rank":58,"slug":"maschinenfabrik-reinhausen","score":"89"},{"name":"ABB","rank":67,"slug":"abb","score":"88"}],"stage":null,"state":"Zurich","aliases":["Hitachi ABB Power Grids"],"country":"Switzerland","domains":[{"why":"Hitachi Energy supplies transformers and other grid and power equipment, and develops power infrastructure for AI data centers, including on-site energy parks and 800 V DC systems.","list":"AI Infra 100","rank":12,"tier":"member","layer":"Power, cooling & thermal","total":98,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"edition":"November 2026","segment":"Grid & power equipment"}],"founded":null,"signals":[{"date":"2026-10-21","header":"Hitachi Energy and Ansaldo signed an MoU to develop integrated power solutions for data centers and the grid.","outlet":"Data Center Dynamics"},{"date":"2026-03-17","header":"Nvidia is collaborating with a broad power-electronics ecosystem on its 800-VDC data-center architecture.","outlet":"Power Electronics News"},{"date":"2024-02-08","header":"The UK launched the £11m REWIRE Innovation and Knowledge Centre for wide- and ultrawide-bandgap high-voltage power electronics.","outlet":"semiconductor-today.com"},{"date":"2022-03-22","header":"NXP and Hitachi Energy made their RoadPak SiC evaluation hardware and modules available.","outlet":"semiconductor-today.com"},{"date":"2022-03-22","header":"NXP and Hitachi Energy collaborated on a SiC power module solution for e-mobility.","outlet":"semiconductor-today.com"}],"website":"hitachienergy.com","category":"AI Infra · Power, cooling & thermal","categories":[{"name":"Grid & power equipment","domain":"AI Core","parent":"AI Infra · Power, cooling & thermal"}],"last_round":null,"updated_at":"2026-10-25T23:17:49.578217+00:00","facts_total":21,"positioning":"Hitachi Energy is a Switzerland-headquartered, wholly owned Hitachi subsidiary supplying high-voltage equipment, transformers, HVDC systems, grid automation and power-electronics infrastructure into utilities, industrial customers and AI data-center projects. Its FY2025 Hitachi Energy revenue reached USD 19.8 billion, while its order backlog was reported at USD 43 billion at FY2024-end and approximately USD 57.9 billion at FY2025-end; recent activity includes AWS and NVIDIA collaborations, major U.S., European, Indian and Turkish manufacturing expansions, and a USD 528 million Mississippi transformer plant announced for September 2026. The distinguishing point is chokepoint control in transformers and grid equipment, although new capacity remains several years away and factory expansion is constrained by long equipment lead times.","sub_category":"Grid & power equipment","signals_total":5,"url":"https://www.frontiertechintelligence.com/companies/hitachi-energy","title":"Hitachi Energy · ai core, Zurich, Zurich, Switzerland · scores, facts and signals · Frontier Tech Intelligence","description":"Hitachi Energy supplies transformers and other grid and power equipment, and develops power infrastructure for AI data centers, including on-site energy parks and 800 V DC systems. AI Infra 100 rank 12 (score 98) 5 signals and 21 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}