Powell Industries (POWL)
Custom switchgear & bus duct for mission-critical. Pure-play DC power.
- Ticker: POWL
- Sector: power equipment (switchgear)
- DC exposure tier: mid
Powell Industries (POWL) is a moderate-exposure data-center supply-chain name in the power equipment sector. Data Center Index tracks Powell Industries's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Data centers fall inside POWL's 16%-of-revenue Commercial & Industrial bucket; mgmt cites DC + AI buildout as a growth driver behind the Houston capacity expansion.
Tracked Powell Industries data center projects
- OpenAI Stargate Shackelford — 2.0 GW, Abilene, TX · operational
- Frontier Campus — 1.4 GW, TX · under construction
- Stargate I — 1.2 GW, Abilene, TX · under construction
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction