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Schneider Electric to launch Southeast Asia training hub in Malaysia
Reuters136d agoneutral
Schneider Electric to launch Southeast Asia training hub in Malaysia

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

Is Schneider Electric (ENXTPA:SU) Pricing In Too Much Future Growth After Strong Multi‑Year Run?
Simply Wall St.139d agoneutral
Is Schneider Electric (ENXTPA:SU) Pricing In Too Much Future Growth After Strong Multi‑Year Run?

Wondering if Schneider Electric at €268.60 is offering value or stretching expectations? This article walks through what the current share price may be implying about the business. The stock has seen a 2.7% decline over the last 7 days, alongside returns of 13.7% over 30 days, 13.3% year to date, 26.7% over 1 year, 78.5% over 3 years and 118.9% over 5 years. Taken together, these figures give you a broad sense of how sentiment has evolved over different time frames. Recent coverage of...

Schneider Electric tops revenue forecast as it rides AI data centre wave
Reuters142d agobullish
Schneider Electric tops revenue forecast as it rides AI data centre wave

Schneider Electric narrowly beat first-quarter revenue expectations on Thursday, once again boosted by the global artificial ‌intelligence data centre buildout reinforcing the French group's role as one ‌of the most sought-after suppliers. Large cloud providers, also known as hyperscalers, are expected to invest more ‌than $600 billion into data centres ⁠and other AI-related infrastructure this year alone, analysts say. Schneider makes power equipment, server racks and most importantly cooling systems ⁠that let energy-hungry data centres operate at peak performance.

A Look At Schneider Electric’s (ENXTPA:SU) Valuation After The TeSys Tera Motor Management Launch
Simply Wall St.144d agoneutral
A Look At Schneider Electric’s (ENXTPA:SU) Valuation After The TeSys Tera Motor Management Launch

Schneider Electric (ENXTPA:SU) has put TeSys Tera, its new intelligent motor management system, at the center of the story, giving investors fresh information to weigh alongside its role in functional safety. See our latest analysis for Schneider Electric. The TeSys Tera launch and recent automation partnerships come as Schneider Electric’s share price sits at €275.1, with a 30 day share price return of 20.03% and a 1 year total shareholder return of 28.99%, pointing to building momentum...

Microsoft Deepens Industrial AI Role With Stellantis And Hannover Messe Deals
Simply Wall St.151d agoneutral
Microsoft Deepens Industrial AI Role With Stellantis And Hannover Messe Deals

Microsoft (NasdaqGS:MSFT) and Stellantis agreed a five year collaboration to co-develop over 100 AI and cybersecurity projects and modernize Stellantis' digital infrastructure with Microsoft Azure. The partnership includes broad deployment of Microsoft 365 Copilot for Stellantis employees to support productivity and internal workflows. At Hannover Messe 2026, Microsoft and Schneider Electric are presenting agentic AI and open automation platforms aimed at industrial and manufacturing use...

Oracle Taps Hilary Maxson As CFO To Steer AI Infrastructure Push
Simply Wall St.152d agoneutral
Oracle Taps Hilary Maxson As CFO To Steer AI Infrastructure Push

Oracle (NYSE:ORCL) has appointed Hilary Maxson as its new Chief Financial Officer. Maxson brings experience in infrastructure investment and business transformation from roles at Schneider Electric and AES Corporation. The CFO change comes as Oracle is investing heavily in AI infrastructure and reshaping its business model. Oracle sells enterprise software and cloud services and is currently focused on building out AI infrastructure for customers. That requires large, ongoing capital...

Microsoft Deepens AI And Cybersecurity Reach Across Autos Industry And Cloud
Simply Wall St.152d agoneutral
Microsoft Deepens AI And Cybersecurity Reach Across Autos Industry And Cloud

Microsoft (NasdaqGS:MSFT) and Stellantis agreed a five year AI and cloud collaboration that includes 100+ joint AI projects, cloud migration, a planned 60% data center reduction and Microsoft 365 Copilot rollouts across the automaker. At Hannover Messe, Microsoft and Schneider Electric presented agent based, software defined manufacturing solutions using Azure and AI, with reported time savings for engineering teams. Separately, Microsoft joined Project Glasswing with industry partners to...

Microsoft AI Partnerships Move Deeper Into Factory Floors And Valuation Debate
Simply Wall St.153d agobullish
Microsoft AI Partnerships Move Deeper Into Factory Floors And Valuation Debate

Microsoft (NasdaqGS:MSFT) and Stellantis announced a multi year AI and cybersecurity collaboration that includes rolling out Microsoft Copilot and Azure across global operations. Stellantis plans over 100 joint AI initiatives and aims to give all employees access to Copilot for daily work and decision support. At Hannover Messe, Microsoft highlighted new industrial software partnerships with Schneider Electric, Aras, Teradata and others tied to its AI and cloud platforms. The announcements...

AI Chips Update - AI Transforms Manufacturing Efficiency Through Strategic Partnerships
Simply Wall St.155d agobullish
AI Chips Update - AI Transforms Manufacturing Efficiency Through Strategic Partnerships

At Hannover Messe 2026, Schneider Electric and Microsoft unveiled advancements in AI-powered, open software-defined automation for agentic manufacturing. This collaboration offers a unified approach to enhance manufacturing efficiency and resiliency by integrating EcoStruxure Automation Expert with Microsoft's Azure cloud and AI services. The platform allows manufacturers to standardize processes, simulate and validate automation logic, and expedite production changes, significantly reducing...

Schneider Electric Uses Industrial AI And Policy Voice To Shape Grid Future
Simply Wall St.156d agoneutral
Schneider Electric Uses Industrial AI And Policy Voice To Shape Grid Future

Schneider Electric released findings from its 2026 Industrial AI in CPG Survey, focused on how manufacturers are using AI, data, and automation to tackle efficiency and cost pressures. The company took a leading role at the Semafor World Economy 2026 forum, where it helped frame discussions on digitalisation and grid modernization. Alongside the forum, Schneider Electric published a report calling for policy changes to accelerate and reduce the cost of energy infrastructure upgrades. For...