LS Electric’s Orders from Bloom Energy Top $500 Million

LS Electric is solidifying its presence in North America's AI data center power infrastructure market, with Bloom Energy placing cumulative orders worth over $500 million in roughly 18 months. On October 13, LS Electric announced a $138.46 million (KRW 185.3 billion) contract to supply switchgear and distribution transformers for a major technology company's data center in Pennsylvania.

The agreement covers 38-kilovolt high-voltage switchgear and distribution transformers, with deliveries set for April through July 2027. This contract strengthens an existing partnership that began in April 2025. LS Electric's growing order volume highlights its expertise in power distribution technology and its capacity to handle large-scale data center projects.

The project's significance lies in the integrated supply of switchgear and distribution transformers, a trend fueled by the rising electricity consumption of AI data centers and the growing interest in on-site generation systems powered by fuel cells. LS Electric is bolstering its North American expansion by utilizing its technology, product quality, and ability to meet stringent delivery schedules.

The company is also building a localized value chain at its LS Electric Utah facility and Bastrop Campus in Texas. With this latest contract, LS Electric aims to deepen its strategic alliance with Bloom Energy and capitalize on additional opportunities in North America, particularly in power infrastructure for AI data centers and fuel cell-based generation facilities.