For Schneider Electric, the energy challenges brought by AI’s rapid rise are essentially a dual issue of power supply and power management. On the one hand, building compute centers faces power bottlenecks; Schneider Electric is addressing the question of whether power is available by advancing initiatives such as direct connections to renewable electricity and new power architectures. On the other hand, peak power fluctuations from AI workloads are faster and less predictable, and traditional power-supply solutions can no longer keep up. Schneider Electric is exploring new technologies such as electrochemical energy storage and flywheel storage to respond to power peaks in seconds, while also refining power management from the cabinet and server levels down to the chip level—addressing whether power is being used well. This process has also driven changes in Schneider Electric’s business model and technology system: shifting from straightforward product sales to a co-creation model of joint R&D with customers, and from supplying power-side peripheral equipment to deep integration with the core of compute.
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