Siemens AG has announced a strategic investment and exclusive global partnership with Skeleton Technologies to strengthen its artificial intelligence (AI) data centre infrastructure business and address rising electricity demands from advanced computing systems.
The collaboration will see Siemens incorporate Skeleton’s supercapacitor technology into its electrical infrastructure solutions, providing data centre operators with a means of managing sudden changes in power consumption as AI workloads continue to expand.
The development comes as the rapid growth of AI computing places increasing pressure on electricity networks, prompting technology companies and infrastructure providers to seek solutions that improve power stability, energy efficiency and operational reliability.
AI data centres face significant power management challenges because thousands of processors can generate sharp fluctuations in electricity demand within milliseconds. These sudden changes can strain electrical systems, disrupt grid stability and affect sensitive computing equipment.
Skeleton’s supercapacitors are designed to address the problem by absorbing and releasing energy rapidly, helping to smooth fluctuations in power demand and protect electrical infrastructure from sudden disturbances.
The technology could also enable data centre operators to increase computing capacity without immediately undertaking costly infrastructure upgrades or waiting for additional electricity grid capacity.
According to the companies, the solution is compatible with existing alternating current (AC) power systems and can be installed in operational facilities. It is also designed to support the industry’s potential transition towards 800-volt direct current (DC) infrastructure.
Commenting on the partnership, Peter Koerte, Member of the Managing Board of Siemens AG and President of Smart Infrastructure, said access to reliable electricity had become a critical factor in expanding AI computing capacity.
“The race to scale AI is increasingly becoming a race for power. Data center operators need ways to expand capacity faster without waiting years for new grid and facility infrastructure. Our strategic investment into Skeleton addresses exactly this challenge. By combining Siemens’ electrical infrastructure expertise with Skeleton’s breakthrough supercapacitor technology, we can help customers unlock more AI capacity, improve resilience and accelerate growth in a rapidly expanding market,” said Peter Koerte, Member of the Managing Board of Siemens AG and President Smart Infrastructure.
Under the agreement, Siemens will receive exclusive rights to market and scale Skeleton’s products across the global data centre sector. The arrangement will broaden Siemens’ infrastructure offering, extending its capabilities from grid connections to power systems serving individual AI computing racks.
The partnership builds on an existing business relationship between the two companies. Siemens has worked with Skeleton as a technology partner since 2022 and has invested in the company since 2023.
Taavi Madiberk, Chief Executive Officer and co-founder of Skeleton Technologies, said the agreement would combine the company’s energy storage technology with Siemens’ international industrial reach to accelerate the deployment of AI infrastructure.
“Our partnership with Siemens brings together Skeleton’s innovation and Siemens’ global industrial scale to accelerate the deployment of AI infrastructure, unlock more computing power and improve energy efficiency. This winning combination gives us the strongest value proposition in the AI power infrastructure market, and we plan to become the world’s largest provider of white-space power systems for AI data centers,” said Taavi Madiberk, CEO and co-founder of Skeleton Technologies.
Beyond the immediate commercial arrangement, both companies intend to develop a joint innovation roadmap focused on next-generation power systems for data centres. The initiative will draw on manufacturing operations in Europe and the United States to support the development and deployment of the technology.
The agreement also reinforces Siemens’ involvement in the expanding AI infrastructure market. The company currently supplies nine of the world’s 10 largest data centre providers, according to the information accompanying the announcement.
As demand for AI computing continues to grow, technologies capable of stabilising electricity supply and improving the utilisation of existing power infrastructure are becoming increasingly important to data centre development.
The companies said completion of the transactions remains subject to customary formalities.
