LS Electric has secured a large-scale order to supply ultra-high-voltage transformers for a hyperscale AI data center project in North America, strengthening its presence across the region’s expanding power infrastructure market.
LS Electric said Wednesday that it signed a $133.41 million contract to supply 345kV ultra-high-voltage transformers for a North American hyperscale AI data center project. The contract is valued at approximately 181.2 billion won.
The project involves the construction of large-scale AI data centers across North America, along with power generation and transmission infrastructure needed to support their operations. Under the agreement, LS Electric will supply 345kV transformers to nine substations on a phased basis through 2030.
The rapid expansion of AI computing infrastructure is driving demand for power equipment across North America. As hyperscale data centers increasingly operate at gigawatt-scale capacities, investments are expanding beyond data center distribution systems to include high-voltage transformers, switchgear, circuit breakers and other transmission and distribution equipment.
The latest order also highlights LS Electric’s efforts to expand beyond its traditional strength in power distribution equipment. The company has a portfolio covering the power transmission and distribution chain, ranging from ultra-high-voltage transformers to medium- and low-voltage distribution systems.
Industry observers say securing a 345kV transformer order for a major AI data center project could provide LS Electric with an important reference for pursuing additional business in North America. Large-scale transformer projects typically require extensive manufacturing capabilities, quality assurance and proven delivery performance, making project references an important factor in winning subsequent orders.
LS Electric plans to use the latest project as a foothold for expanding its participation in North America’s AI data center power infrastructure market. The company is targeting opportunities across the entire power system, rather than limiting its focus to individual equipment categories.
