Schneider and Foxconn accelerate modular AI factory deployment as token usage surges 60-Fold

What happened

Schneider Electric and Foxconn announced an acceleration of modular AI factory deployment; this is an announcement, and the source provides no evidence of completed implementation. Speaking at Hon Hai Tech Day 2026 (HHTD 26), Himanshu Prasad, Senior Vice President at Schneider Electric, stated that the boom in generative AI is rapidly driving demand for data center construction, making power supply, cooling, and energy management central challenges for AI infrastructure. He projected that global data center capacity will reach 300 GW over the next four to five years, with roughly 65% of all new capacity dedicated to AI workloads. The 300 GW figure and the 65% share are forecasts, not achieved results.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 11/1/2026 · View original source