Delta Electronics ranks 8 on the AI Infra 100 with a score of 100; Legrand ranks 63 with 89. Delta Electronics is ahead on technology, positioning and leverage. Level on deployment, production, commercials, progress and firepower. Delta Electronics is based in Taipei, Taiwan, Legrand in Limoges, France. Delta Electronics: Public. Delta Electronics is named in 18 signals and Legrand in 21.
Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems.
Darker bar: ahead of the other company on that measure.
The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101 percent to NT$20.55 billion, EPS NT$7.91. July 2026 monthly revenue alone was NT$67.07 billion. Products are co-developed with NVIDIA: 800 VDC In-Row 660 kW power racks carrying 480 kW embedded battery backup at up to 98 percent AC-DC efficiency, and a 2.4 MW In-Row Coolant Distribution Unit, both shown at GTC 2026, plus a microgrid on newly developed solid state transformers and solid oxide fuel cells with all-in-one energy storage for step loads. At COMPUTEX 2026 it unveiled a prefabricated modular AI data center integrating 800 VDC in-row power and a 3 MW liquid cooling system, cutting construction time 60 percent. The roadmap is dated: HVDC plus or minus 400 V small-volume shipment from H2 2026 with 800 V in 2027, SOFC sampling in 2026 and mass production targeted 2027. Capex grows more than 10 percent from 2025's NT$46.1 billion. The demand base is the four major CSPs, whose combined capex is projected to rise from about USD 410 billion in 2025 to about USD 670 billion in 2026. Taxonomy note: no sub_category covers rack and row-level power delivery (same gap as the LITEON row),
18 signals name Delta Electronics.
28 facts on file.
Legrand supplies power infrastructure for high-density data centers, including busways, power shelves and rack power systems.
Darker bar: ahead of the other company on that measure.
Legrand is a publicly listed French electrical and digital infrastructure company with a major AI-data-center position spanning busways, power distribution, rack PDUs, monitoring, cooling and related infrastructure. Data-center sales reached 26% of Legrand's 2025 revenue, while dated activity included the 2025 acquisitions of Avtron Power Solutions and Linkk Busway Systems, 2026 acquisitions of Keydak, TES, SRS Power Engineering and Girtz Industries, and customer deployments with NorthC, Start Campus, Seznam.cz and Yerevan State University. Its distinguishing point is breadth across mission-critical power and cooling infrastructure; the main open question is the absence of disclosed Legrand-specific MW deployed or data-center segment profit figures.
21 signals name Legrand.
55 facts on file.
Delta Electronics ranks 8 on the AI Infra 100 with a score of 100; Legrand ranks 63 with 89. Delta Electronics is ahead on technology, positioning and leverage. Level on deployment, production, commercials, progress and firepower. Delta Electronics is based in Taipei, Taiwan, Legrand in Limoges, France. Delta Electronics: Public. Delta Electronics is named in 18 signals and Legrand in 21.
Delta Electronics ranks 8 on the AI Infra 100 with a score of 100; Legrand ranks 63 with 89. Delta Electronics is ahead on technology, positioning and leverage. Level on deployment, production, commercials, progress and firepower. Delta Electronics is based in Taipei, Taiwan, Legrand in Limoges, France. Delta Electronics: Public. Delta Electronics is named in 18 signals and Legrand in 21. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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