ComputeLabs Research

Grid-equipment manufacturer ABB recorded an 82% increase in U.S. orders, while utilities continued grid refurbishment and expansion investment.

· ComputeLabs Research · from the October 20, 2026 edition

ABB’s reported increase concerns U.S. orders. Utility Dive states that orders rose 82%. That measure should not be relabeled as revenue growth, equipment shipments, or installed grid capacity.

ABB connected the update with ongoing utility investment. The company said utilities continued investing in electrical-grid refurbishment and expansion to secure power availability and efficiency. The supplied statement covers both upgrades to existing infrastructure and network build-out.

The excerpt does not provide the order base or comparison period. It also does not split the increase by equipment category, customer, or data-center-related demand. Consequently, the 82% figure cannot be assigned specifically to AI infrastructure.

  • ABB

All 21 stories from October 20, 2026