Shoals and ON.energy Partner to Deploy Gigawatts of Critical-Power Systems for AI Data Centers
Event summary
- Shoals Technologies Group and ON.energy agreed to deploy multiple gigawatts of critical power systems for AI data centers.
- The partnership combines ON.energy’s medium-voltage AI UPS™ platform with Shoals’ DC Recombiner for resilient backup power.
- Shoals is scaling production capacity at its ~638,000 square foot manufacturing campus in Portland, TN.
- The deal aims to address AI-driven data center growth demands for power reliability, build speed, and operational continuity.
The big picture
The partnership addresses the escalating power demands of AI-driven data centers, where reliability and rapid deployment are critical. As cloud workloads accelerate, the ability to provide scalable, grid-interactive power solutions will be a key differentiator in the energy transition market. The deal underscores the growing intersection of AI infrastructure and energy technology.
What we're watching
- Deployment Pace
- The speed at which Shoals and ON.energy can scale gigawatt-level deployments will determine their market share in AI data center power solutions.
- Grid Integration
- How effectively the combined power architecture integrates with grid systems will impact long-term viability as data centers grow.
- Manufacturing Scaling
- Shoals’ ability to expand production capacity at its Portland campus will be critical to meeting the surging demand for AI data center infrastructure.
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