# LS ELECTRIC power equipment supply for US data centers

> Live situation record from CLSTR: https://clstr.news/situations/ls-electric-power-equipment-supply-for-us-data-centers
> Updated: 2026-10-21T04:01:49.000Z. Sources: 5. Developments: 3.

LS ELECTRIC has secured significant contracts to provide power distribution equipment for data center projects in the United States.

In mid-October 2026, the company signed a deal with Bloom Energy valued at approximately $138.46 million to supply switchgear and distribution transformers for a fuel cell-based power generation project in Pennsylvania. This agreement brought LS ELECTRIC’s cumulative orders from Bloom Energy to over $500 million within an 18-month period.

Shortly thereafter, LS ELECTRIC entered into a long-term supply agreement worth approximately 168.9 billion won ($125.23 million) with a major U.S. big tech company. This contract focuses on providing 38kV high-voltage switchgear for North American data centers for the 2027-2028 period. To meet the high reliability demands of AI data centers, the company is also discussing the supply of additional high-end equipment, such as low-voltage switchgear and Ring Main Units (RMU). 

By late October 2026, LS ELECTRIC reported record third-quarter results, driven by high-value projects and strong North American performance. The company achieved revenue of 1.8778 trillion won and an operating profit of 233.5 billion won, representing a 131.7% increase in profit compared to the previous year. This milestone marked 100 consecutive quarters of operating profit for the company. Growth was specifically fueled by a 106% increase in ultra-high voltage transformer revenue.

To support these North American operations, LS ELECTRIC is utilizing a localized value chain involving its facilities in Utah and Texas for sales, design, production, and service.

## Timeline

### 2026-10-21: LS Group companies report strong third-quarter growth driven by AI infrastructure

LS Electric and LS Eco Energy reported record third-quarter revenues, driven by surging demand for AI data center power infrastructure and high-voltage electrical equipment.

3 sources. https://clstr.news/cluster/ls-group-companies-report-strong-third-quarter-growth-driven-by-ai-infrastructure

### 2026-10-19: LS ELECTRIC to supply 168.9 billion won in power solutions to U.S. big tech

LS ELECTRIC secured a 168.9 billion won contract to supply high-voltage power distribution solutions to a U.S. big tech firm for North American AI data centers through 2028.

3 sources. https://clstr.news/cluster/ls-electric-to-supply-1689-billion-won-in-power-solutions-to-us-big-tech

### 2026-10-13: LS ELECTRIC secures $138 million power equipment deal for US data center

LS ELECTRIC signed a $138.46 million deal with Bloom Energy to supply power distribution equipment for a big-tech data center project in Pennsylvania, pushing cumulative orders with Bloom Energy past $500$000,0

3 sources. https://clstr.news/cluster/ls-electric-secures-138-million-power-equipment-deal-for-us-data-center

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Cite as: LS ELECTRIC power equipment supply for US data centers. CLSTR, https://clstr.news/situations/ls-electric-power-equipment-supply-for-us-data-centers