Schneider Electric → Applied Digital

Yes, wafergraph tracks Schneider Electric as a supplier of Applied Digital, as of 2026-10-09. Applied Digital sources from 7 tracked suppliers in this dataset; Schneider Electric is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.

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Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Schneider Electric (leader in AI & Data Center) is a tracked supplier of Applied Digital (challenger in AI & Data Center). Energy management and data-center power/cooling infrastructure. AI data-center developer and GPU cloud (HPC hosting) provider. The edge is one of 7 tracked suppliers of Applied Digital and one of 45 tracked customers of Schneider Electric.

Source: derived from both company records and the counted edges.

Concentration / risk note

Schneider Electric is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.

Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.

The two companies

Schneider Electric (supplier)

Energy management and data-center power/cooling infrastructure.

Applied Digital (customer)

AI data-center developer and GPU cloud (HPC hosting) provider.

Other tracked suppliers of Applied Digital

Other tracked customers of Schneider Electric

Frequently asked questions2
How many suppliers does Applied Digital have?
The dataset records 7 tracked suppliers for Applied Digital.
How many customers does Schneider Electric have?
The dataset records 45 tracked customers for Schneider Electric.

Cite as: wafergraph, “Schneider Electric → Applied Digital — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/schneider/applied_digital/ (data as of 2026-10-09).

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