Product Code: GVR-4-68040-542-7
U.S. Data Center Substation Market Trends:
The U.S. data center substation market size was estimated at USD 3.44 billion in 2024 and is projected to grow at a CAGR of 9.1% from 2025 to 2030, driven by the rapid expansion of cloud computing, artificial intelligence (AI), and big data analytics. As businesses and consumers increasingly rely on digital services, hyper-scale data centers are scaling up their operations, necessitating robust power infrastructure. Substations play a critical role in ensuring a reliable electricity supply to these facilities, supporting high-density server racks and energy-intensive cooling systems. The demand for efficient, high-capacity power distribution solutions has surged, particularly in major tech hubs such as Northern Virginia, Silicon Valley, and Dallas, where data center construction is growing.
The increasing focus on renewable energy integration and grid modernization is also driving the growth of the U.S. data center substation industry. Data center operators are under pressure to meet sustainability goals, prompting investments in substations that can handle power from solar, wind, and other green energy sources. Government incentives and regulations promoting clean energy adoption further accelerate this trend. In addition, the rise of edge computing and 5G networks is spurring the development of smaller, decentralized data centers, which require localized substations to ensure uninterrupted power. With the growing complexity of power demands and the need for resilient infrastructure, the U.S. data center substation industry is poised for continued expansion in the coming years.
The deployment of 5G networks and edge computing is driving demand for smaller, distributed data centers located closer to end-users. These edge facilities require localized substations to ensure low-latency power delivery, particularly in urban areas where grid constraints exist. As telecom companies and cloud providers expand their edge footprints, the need for modular and compact substations that can be rapidly deployed will grow, creating new opportunities for substation manufacturers and utilities.
Federal and state-level initiatives, such as the Infrastructure Investment and Jobs Act (IIJA) and state-level tax incentives for data center development, are accelerating the U.S. data center substation industry. Government programs aimed at improving grid resilience and expanding broadband access indirectly boost demand for data center power infrastructure. Moreover, the push for cybersecurity enhancements in critical infrastructure, including electrical substations, is driving investments in modern, secure substation designs tailored for data center applications.
U.S. Data Center Substation Market Report Segmentation
This report forecasts revenue growth at a country level and provides an analysis of the latest industry trends in each of the sub-segments from 2018 to 2030. For this study, Grand View Research has segmented the U.S. data center substation market report based on component, DC type, voltage type, and channel partner type.
- Component Outlook (Revenue, USD Million, 2018 - 2030)
- Power Transformer
- Switchgear
- Air Insulated
- Gas Insulated
- Hybrid
- Structures & Support
- Steel Structures
- Concrete Structures
- Instrument Transformers
- Current Transformers
- Voltage Transformers
- Relays
- Overcurrent
- Solid-State Relays
- Others
- Capacitor
- Power Factor Correction Capacitors
- Filter Capacitors
- Energy Storage Capacitors
- Busbars & Conductors
- Copper Busbar
- Aluminum Busbar
- Conductors
- Ground Grid
- Grounding Systems
- Grounding Electrodes
- Surge
- Surge Arresters
- Surge Suppressors
- Transient Voltage Surge Suppressors (TVSS)
- Protection & Control Systems
- Disconnect Switches
- Connectors
- Insulators
- Lightning Arresters
- Others
- DC Type Outlook (Revenue, USD Million, 2018 - 2030)
- New Builds
- Retrofit
- Voltage Type Outlook (Revenue, USD Million, 2018 - 2030)
- 33kV - 110kV
- 110kV - 220kV
- 220kV - 500kV
- Above 500kV
- Channel Partners Type Outlook (Revenue, USD Million, 2018 - 2030)
- Original Equipment Manufacturers (OEMs)
- TSOs/DSOs
Table of Contents
Chapter 1. Methodology and Scope
- 1.1. Methodology segmentation & scope
- 1.2. Market Definitions
- 1.3. Research Methodology
- 1.3.1. Information Procurement
- 1.3.2. Information or Data Analysis
- 1.3.3. Market Formulation & Data Visualization
- 1.3.4. Data Validation & Publishing
- 1.4. Research Scope and Assumptions
- 1.4.1. List of Data Sources
Chapter 2. Executive Summary
- 2.1. Market Outlook
- 2.2. Segment Outlook
- 2.3. Competitive Insights
Chapter 3. U.S. Data Center Substation Variables, Trends & Scope
- 3.1. Market Introduction/Lineage Outlook
- 3.2. Industry Value Chain Analysis
- 3.3. Market Dynamics
- 3.3.1. Market Drivers Analysis
- 3.3.2. Market Restraints Analysis
- 3.3.3. Industry Opportunities
- 3.4. U.S. Data Center Substation Analysis Tools
- 3.4.1. Porter's Analysis
- 3.4.1.1. Bargaining power of the suppliers
- 3.4.1.2. Bargaining power of the buyers
- 3.4.1.3. Threats of substitution
- 3.4.1.4. Threats from new entrants
- 3.4.2. PESTEL Analysis
- 3.4.2.1. Political landscape
- 3.4.2.2. Economic and Social landscape
- 3.4.2.3. Technological landscape
- 3.4.2.4. Environmental landscape
- 3.4.2.5. Legal landscape
Chapter 4. U.S. Data Center Substation Market: Component Estimates & Trend Analysis
- 4.1. Segment Dashboard
- 4.2. U.S. Data Center Substation: Component Movement Analysis, 2024 & 2030 (USD Million)
- 4.3. Power Transformer
- 4.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.3.2. Dry-type
- 4.3.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.3.3. Oil-immersed
- 4.3.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.4. Switchgear
- 4.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.4.2. Air Insulated
- 4.4.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.4.3. Gas Insulated
- 4.4.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.4.4. Hybrid
- 4.4.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.5. Structures & Support
- 4.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.5.2. Steel Structures
- 4.5.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.5.3. Concrete Structures
- 4.5.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.6. Instrument Transformers
- 4.6.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.6.2. Current Transformers
- 4.6.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.6.3. Voltage Transformers
- 4.6.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.7. Relays
- 4.7.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.7.2. Overcurrent
- 4.7.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.7.3. Solid-State Relays
- 4.7.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.7.4. Others
- 4.7.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.8. Capacitor
- 4.8.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.8.2. Power Factor Correction Capacitors
- 4.8.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.8.3. Filter Capacitors
- 4.8.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.8.4. Energy Storage Capacitors
- 4.8.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.9. Busbars & Conductors
- 4.9.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.9.2. Copper Busbar
- 4.9.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.9.3. Aluminum Busbar
- 4.9.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.9.4. Conductors
- 4.9.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.10. Ground Grid
- 4.10.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.10.2. Grounding Systems
- 4.10.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.10.3. Grounding Electrodes
- 4.10.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.11. Surge
- 4.11.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.11.2. Surge Arresters
- 4.11.2.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.11.3. Surge Suppressors
- 4.11.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.11.4. Transient Voltage Surge Suppressors (TVSS)
- 4.11.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.12. Protection & Control Systems
- 4.12.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.13. Disconnect Switches
- 4.13.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.14. Connectors
- 4.14.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.15. Insulators
- 4.15.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.16. Lightning Arresters
- 4.16.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 4.17. Others
- 4.17.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 5. U.S. Data Center Substation Market: DC Type Estimates & Trend Analysis
- 5.1. Segment Dashboard
- 5.2. U.S. Data Center Substation: DC Type Movement Analysis, 2024 & 2030 (USD Million)
- 5.3. New Builds
- 5.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 5.4. Retrofit
- 5.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 6. U.S. Data Center Substation Market: Voltage Type Estimates & Trend Analysis
- 6.1. Segment Dashboard
- 6.2. U.S. Data Center Substation: Voltage Type Movement Analysis, 2024 & 2030 (USD Million)
- 6.3. 33kV - 110kV
- 6.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 6.4. 110kV - 220kV
- 6.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 6.5. 220kV - 500kV
- 6.5.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 6.6. Above 500kV
- 6.6.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 7. U.S. Data Center Substation Market: Channel Partners Type Estimates & Trend Analysis
- 7.1. Segment Dashboard
- 7.2. U.S. Data Center Substation: Channel Partners Type Movement Analysis, 2024 & 2030 (USD Million)
- 7.3. Original Equipment Manufacturers (OEMs)
- 7.3.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
- 7.4. TSOs/DSOs
- 7.4.1. Market Size Estimates and Forecasts, 2018 - 2030 (USD Million)
Chapter 8. Competitive Landscape
- 8.1. Recent Developments & Impact Analysis by Key Market Participants
- 8.2. Company Categorization
- 8.3. Company Market Share Analysis
- 8.4. Company Heat Map Analysis
- 8.5. Strategy Mapping
- 8.5.1. Expansion
- 8.5.2. Mergers & Acquisition
- 8.5.3. Partnerships & Collaborations
- 8.5.4. New Product Launches
- 8.5.5. Research and Development
- 8.6. Company Profiles
- 8.6.1. ABB
- 8.6.1.1. Participant's Overview
- 8.6.1.2. Financial Performance
- 8.6.1.3. Product Benchmarking
- 8.6.1.4. Recent Developments
- 8.6.2. Eaton
- 8.6.2.1. Participant's Overview
- 8.6.2.2. Financial Performance
- 8.6.2.3. Product Benchmarking
- 8.6.2.4. Recent Developments
- 8.6.3. Emerson Electric Co.
- 8.6.3.1. Participant's Overview
- 8.6.3.2. Financial Performance
- 8.6.3.3. Product Benchmarking
- 8.6.3.4. Recent Developments
- 8.6.4. GE Vernova
- 8.6.4.1. Participant's Overview
- 8.6.4.2. Financial Performance
- 8.6.4.3. Product Benchmarking
- 8.6.4.4. Recent Developments
- 8.6.5. Hitachi Energy Ltd.
- 8.6.5.1. Participant's Overview
- 8.6.5.2. Financial Performance
- 8.6.5.3. Product Benchmarking
- 8.6.5.4. Recent Developments
- 8.6.6. Discovery Energy, LLC (Rehlko)
- 8.6.6.1. Participant's Overview
- 8.6.6.2. Financial Performance
- 8.6.6.3. Product Benchmarking
- 8.6.6.4. Recent Developments
- 8.6.7. NEI Electric Power Engineering, Inc.
- 8.6.7.1. Participant's Overview
- 8.6.7.2. Financial Performance
- 8.6.7.3. Product Benchmarking
- 8.6.7.4. Recent Developments
- 8.6.8. Mitsubishi Electric Corporation
- 8.6.8.1. Participant's Overview
- 8.6.8.2. Financial Performance
- 8.6.8.3. Product Benchmarking
- 8.6.8.4. Recent Developments
- 8.6.9. Schneider Electric
- 8.6.9.1. Participant's Overview
- 8.6.9.2. Financial Performance
- 8.6.9.3. Product Benchmarking
- 8.6.9.4. Recent Developments
- 8.6.10. Schweitzer Engineering Laboratories
- 8.6.10.1. Participant's Overview
- 8.6.10.2. Financial Performance
- 8.6.10.3. Product Benchmarking
- 8.6.10.4. Recent Developments
- 8.6.11. Siemens
- 8.6.11.1. Participant's Overview
- 8.6.11.2. Financial Performance
- 8.6.11.3. Product Benchmarking
- 8.6.11.4. Recent Developments
- 8.6.12. Toshiba Corporation
- 8.6.12.1. Participant's Overview
- 8.6.12.2. Financial Performance
- 8.6.12.3. Product Benchmarking
- 8.6.12.4. Recent Developments
- 8.6.13. Vertiv Holdings Co.
- 8.6.13.1. Participant's Overview
- 8.6.13.2. Financial Performance
- 8.6.13.3. Product Benchmarking
- 8.6.13.4. Recent Developments