Schneider Electric, a French group headquartered in Rueil-Malmaison and global leader in energy management and industrial automation, has established itself as a key player in artificial intelligence infrastructure by supplying data centers. The stock trades at 265.60 euros on Euronext Paris, with a market capitalization of 155.53 billion euros and a five-year performance exceeding 106 %. Data center activity represented approximately 30 % of the group’s revenue in 2025 and is now its main growth driver, fueled by partnerships with Nvidia, AMD and Foxconn as well as an industrial contract secured with SoftBank in France. The group also announced the acquisition of Cognite for 3.1 billion dollars to strengthen its software division and exposure to industrial AI, an operation met with investor caution. Schneider Electric combines regular dividends with a share buyback program of 2.5 to 3.5 billion euros until 2030, while remaining eligible for the French equity savings plan.
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