# Who are ABB's customers? Who does ABB earn revenue from?
Canonical: https://valuechain.wiki/abb · Facet: customers · Updated: 2026-09-24T05:25:43.965826+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: ABB's confirmed revenue counterparties include Carnival Corporation, NVIDIA, 아마존 plus 5 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 8 revenue edges, backed by 7 dated sources, 2 of them primary filings (as of 2026-09-24).

### 카니발 (high)  → /carnival.md
- metric: Count 15 years · agreement signed 2023 · Term of the Azipod XO propulsion maintenance agreement
- note: ABB provides maintenance, critical-spares management, and remote condition monitoring for Azipod XO electric propulsion systems across Carnival vessels under an agreement signed in 2023 for a 15-year term.
- [confirms] ABB (EN, ir, published 2023-10-31) https://new.abb.com/news/detail/109035/abb-and-carnival-corporation-sign-strategic-partnership-for-azipod-propulsion-services: "The 15-year agreement covers maintenance for Azipod XO propulsion systems."

### NVIDIA (high)  → /nvidia.md
- note: Co-develops the 800VDC 1MW rack power architecture with NVIDIA — a strategic relationship pre-empting the next-gen datacenter power standard, central to ABB's electrification demand visibility.
- [confirms] ABB official results (EN, filing, published 2026-02-19) https://new.abb.com/news/detail/132985/q4-2025-results: "FY2025 record revenue $33.2bn (+9%)"
- [confirms] ABB (EN, filing, published 2026-01-01) https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia: "Co-develops/supplies 800VDC 1MW rack power architecture with NVIDIA."
- [confirms] Automation.com (EN, news, published 2025-10-01) https://www.automation.com/article/abb-voltagrid-stable-data-center-power-support-ai-growth: "Co-develops/supplies 800VDC 1MW rack power architecture with NVIDIA."

### 하이퍼스케일러·데이터센터 (전력화) (high)
- note: Hyperscalers and data centers source intelligent distribution, backup, DC distribution and grid stability — the core demand where ABB sells the AI-power bottleneck as a system.
- [confirms] ABB (EN, news, published 2026-01-01) https://new.abb.com/news/detail/129854/powering-the-future-of-ai-demand: "~40% of electrification R&D for datacenters."
- [confirms] Automation.com (EN, news, published 2025-10-01) https://www.automation.com/article/abb-voltagrid-stable-data-center-power-support-ai-growth: "~40% of electrification R&D for datacenters."

### 산업·로보틱스·유틸리티 (mid)
- note: Industry and utilities source automation, robotics and power equipment — a diversification revenue tied to the broader cycle beyond data centers.
- [confirms] ABB (EN, news, published 2026-01-01) https://new.abb.com/news/detail/129854/powering-the-future-of-ai-demand: "An electrification and automation major."

### 아마존 (mid)  → /amazon.md
- note: Amazon (AWS) sources datacenter electrification — a power-demand point in AI-infrastructure buildout.
- [confirms] ABB (EN, filing, published 2026-01-01) https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia: "Datacenter electrification to AWS."

### 마이크로소프트 (mid)  → /microsoft.md
- note: Microsoft sources datacenter electrification and distribution — a point where hyperscaler capex transmits into ABB demand.
- [confirms] ABB (EN, filing, published 2026-01-01) https://new.abb.com/news/detail/129805/abb-to-develop-next-generation-ai-data-centers-with-nvidia: "Datacenter electrification to Microsoft."

### 콘솔리데이티드 에디슨 (mid)  → /consolidated-edison.md
- note: ABB upgraded a critical Con Edison substation in New York City with digital equipment and installed 420 kV PASS hybrid switchgear, while the contract value was not disclosed.
- [confirms] ABB (EN, news, published 2017-03-14) https://new.abb.com/news/detail/1040/Con-Edison-digital-substation: "ABB has completed a major upgrade of a key substation in New York City ... in collaboration with ... Con Edison"

### 도버 (mid)  → /dover.md
- note: ABB supplies the high-power and fast EV chargers that Dover Fueling Solutions added to its European fuel-retail portfolio and integrated with its existing POS systems, but the value of ABB hardware procurement was not disclosed.
- [confirms] PR Newswire (EN, news, published 2019-07-17) https://www.prnewswire.com/news-releases/dover-fueling-solutions-announces-cooperation-with-abb-for-electric-vehicle-charging-300886972.html: "Adding DC high power and fast chargers to DFS' product portfolio means that DFS is able to deliver a complete fuel forecourt offering."

Reverse side: https://valuechain.wiki/abb/suppliers.md · Ripple: https://valuechain.wiki/abb/ripple.md

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Full node: https://valuechain.wiki/abb.md · JSON: https://valuechain.wiki/abb.json