NuAxiSemiconductor trade intelligence
Shoals Technologies Group and ON.energy to Deploy Critical-Power Systems for Leading AI Data-Center Operator
What happened
Shoals Technologies and ON.energy signed an agreement to deploy multiple gigawatts of critical power systems for AI data centers and are expanding a 638,000 sq ft manufacturing campus. This partnership addresses the surging power reliability needs of AI workloads by combining ON.energy's UPS technology with Shoals' prefabricated designs. Bullish. The multi-GW commitment and capacity expansion signal strong demand and support for Shoals' growth trajectory.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
Critical power systemsMedium-voltage AI UPSDC Recombiner
Shoals Technologies GroupON.energy
AIPowerCapacity ExpansionPartnership
Source and time
Source: GlobeNewswire Semiconductors · 2/24/2026 · View original source
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