Hitachi Power Distribution Orders Double on AI Datacenter Surge; Executive Says Demand Was Underestimated

Hitachi Power Distribution Orders Double on AI Datacenter Surge; Executive Says Demand Was Underestimated

Hitachi’s power distribution division is receiving double the orders year-over-year, entirely driven by AI datacenter infrastructure buildout

Key points

  • Hitachi power distribution orders doubled year-over-year as AI datacenter buildout accelerates
  • Hitachi executive says they significantly underestimated AI datacenter demand with no bubble signs
  • Power distribution equipment makers entering multi-year AI infrastructure supercycle

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