ABB Reports Strong Q3 Results Driven by AI Data Center Demand & NVIDIA Partnership

ABB Ltd delivered stronger-than-expected third-quarter results, fueled by surging demand for AI-powered data centers and its strategic collaboration with NVIDIA. The Swiss engineering and industrial technology giant also confirmed that recent U.S. tariffs have had minimal business impact, thanks to its diversified global operations.

AI Infrastructure Drives Double-Digit Growth

ABB reported revenue of $9.08 billion, marking an 11% YoY increase (9% on a comparable basis). Operational EBITA rose to $1.74 billion, achieving a 19.2% margin, according to the company’s official earnings release.

Notably, U.S. orders climbed 27%, driven by robust demand for electrification products and automation solutions supporting AI data center expansion. While demand in China and India softened, the U.S. and European markets continued to demonstrate exceptional resilience.

CEO Björn Rosengren told Reuters that ABB remains “very confident” about sustained growth in AI data centers, describing the segment as “robust” despite global trade tensions.

ABB–NVIDIA Alliance to Power the Next Generation of AI Data Centers

A major growth catalyst came from ABB’s recent partnership with NVIDIA, aimed at developing next-generation power infrastructure for gigawatt-scale AI data centers. The collaboration focuses on high-efficiency 800V DC architectures designed to minimize energy losses and accelerate the deployment of advanced AI workloads.

Industry experts view this alliance as a strategic step positioning ABB at the forefront of AI data center electrification, aligning its portfolio with the rapid global expansion of high-performance computing facilities.

Despite mounting geopolitical uncertainties, ABB noted that U.S. tariffs have had limited effects on its supply chain. The company attributed its resilience to localized production strategies and a balanced global footprint, which have mitigated cost pressures while maintaining supply stability.

Strong short-cycle product demand in the U.S. has helped offset weaker orders in Asia, reinforcing ABB’s competitive positioning in energy, automation, and digital industries.

ABB’s results reaffirm its leadership in the AI infrastructure and industrial automation sectors, where electrification efficiency and power management are increasingly critical. With a strong U.S. presence and its NVIDIA partnership driving innovation, ABB is well-positioned to capture opportunities from the AI-driven transformation of global data centers.

While the company remains cautious amid macroeconomic volatility, its momentum in electrification and automation suggests a positive trajectory heading into Q4 2025.