AI Boom adds 150 billion euros to the cost of four in Europe’s oldest industrial group

The oldest industrial group in Europe added 150 billion euros to market caps to the vocalities managed by the Bugu in artificial intelligence.

All things from all things from the transition to Smart Metre provide servers and infrastructure of all-of-the-art information centers, traditional manufacturers of power information centers for large language models and cloud calculations, thanks to information centers in recent years.

“We do not put a table of 70 or $ 80 billion in the table as Microsoft and Meta,” said Legrand of Crusk Lemery, General Finance Director. “(However) we grow components and grow relatively in our work (spending).”

“The hot part of the EU is managed by American companies,” he said. “But some exceptions are dominated by European players with infrastructure hazelnuts and bolts.”

Investors have stained potential. Since the start of ChatGPT in November 2022, Schneider Electric, Siemens AG, IBA and LEGRAND’s market assessments – Four of the leading European groups in the sector, the German Siemens AG increased by more than 60 percent.

Groups continue to supply electricity buildings and industrial groups. However, data centers are the fastest source of development of AI models, as well as the volume of calculation power required by the game, cloud computing and flow.

This focus also launched the price of large shares, including the beginning of the Chinese Great Language model, which is developed by the market in the market, the market, which is less processed. According to Cordovil, investors are also concerned about grid systems and energy supplies.

However, groups, including the LEGRAND, pointing to the long-term tendency of the demand for data processing, more than 2025, more than $ 2028, expenditures of total capital expenditures.

“All turbulence is relatives. We are very sure of our portfolio.” LEMERY. “We have to live with these landings and downs.”

Schneider Electric

Schneider Electric is a leading provider in the center of information center to restore the $ 6.1 billion in American energy conversion in 2006, to take advantage of increasing to electricity.

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APC Deal was first estimated expensive Investors allowed the group to the market for critical power services covering the generators needed for continuous power supply to the data centers.

Schneider is estimated at 27.9 billion euros, which is a sign last year from the French oil generals, last year from the electricity of fossil fossils.

The company varies to maintain the racks to maintain servers and cooling systems to track the extreme heating of high-power processing devices to track data center infrastructure from the program. Last year, the motive, liquid cooling specialist, 850 million.

This will help servers to serve customers like NVIDia, which requires more efficient water cooling process to the most powerful AI plugs.

The AI ​​was “the main change of paradigm for the dog and electricity infrastructure.”

Lira

Schneider and Siemens, French districts and cables belong to the 19th century. In the 1900s, it began to do light switches from China and wood products, then the most famous insulators of electric shifts.

Based on the historic headquarters of the Limoges, LEGRAND has 20 percent of sales in recent years, 20 percent of sales in 2024, in 2019.

“We can represent more than 2030, we have not had the necessary target between 20-25 percent. This is very confident that it is vertical ….

The group, six of them, six of them, 6 of them have purchased 10 small ones.

However, LEGRAND, like industrial competitors, operates a export model with a large number of customers affected by Trump’s tariffs. This month, Chief Executive Benoît Cogrof said that 50-60 percent of 50-60 percent of the United States can be the price of a company for $ 200 million this year.

IBA

The Swedish-Swiss power company has everything from Robototechnics to electric generators, but sales in recent years have been leaned against data centers.

The company’s CEO Morten said the IBA is working with the world’s largest data center to ensure safe, reliable and energy efficient technologies to manage the growing energy needs. ”

In 2024, the information center orders compared 15 percent of $ 16.4 billion in the IBA Electricity sector in the IBA in about 9 percent. Electrification represents about half of the IBA’s annual income of $ 33 billion. Data center orders between 2019 and 2023 increased the annual annual annual annual period of more than the last year because the AI ​​race is strengthened.

The IBA covers its proposals for information central operators, availability and increased energy efficiency, as well as spare batteries for all opportunities. The company says that the systems that provide reliable power are greener than traditional diesel generators.

However, the company’s exposure to the hyperscalers, including the exchange of the stock exchange led to the exchange rate, noting that Microsoft canceled some leasing agreements. The United States is the largest market in terms of electrification, about 50 percent.

Siemens AG

German KongLomerator Siemens pays smaller attention to information centers, but it has increased increased costs for trying to catch competitors like Schneider electricity for technology.

“Siemens and IBA are aimed at other areas and now allocate their capabilities in the last three years, an analytical William Mackie in Kepler Cheuvreux.

The company’s total data center, which is fueled by the German manufacturer, has risen to about 1.3 billion euros in the first half of the fiscal year, more than 45 percent.

However, a member of the Munich-based company, a “Hiperscaler Customer” from a “Hiperscaler Customer” to reduce the orders in electrical products such as microgriven supervisors, prevented this growth.