WESCO says data centres are about $6B of its sales, with $1B+ grid-services awards

WESCO International, a distributor based in Pittsburgh, said in slides for a virtual investor event on 10 November 2026 that data centres brought it about $6 billion of sales in the twelve months to 30 September, or 23% of its total. The company says its data centre sales have grown about 300% in a little over two years. The slides were furnished to the US Securities and Exchange Commission with an 8-K the same day, for a webcast due to begin at about 10:00 a.m. Eastern time.

WESCO says it won more than $1 billion of multiyear grid services awards in 2026. As a case study it cites a hyperscale customer's multi-site data centre programme, under a contract running several years at sites across North America, for which WESCO coordinates high-voltage power needs; it lists the scope as high-voltage transformers and breakers plus other equipment and services. WESCO says talks with that customer continue and that the work could extend to more hyperscalers over time, and that the win shows it can move from white-space and gray-space products into power.

WESCO says its grid services business, which it built from long-standing utility relationships, now brings about $400 million of trailing-twelve-month revenue, and that it coordinates suppliers, equipment, logistics and project execution for power programmes.

In a second case study, WESCO says an unnamed multi-tenant data centre customer represents more than $1 billion of backlog and pipeline opportunity, at project sites of a gigawatt or more, where WESCO says it worked ahead on design to lock in vendor allocations, recommended contractors and set up warehousing and vendor-managed inventory.

WESCO lists its data centre customers as hyperscalers, multi-tenant and colocation operators, enterprises, and newer AI-focused providers it calls neoclouds.