Giga Energy manufactures transformers, switchboards, and modular power systems that provide the foundations for reliable electrical infrastructure. With factories in Long Beach and Houston, Giga Energy delivers high-quality solutions with industry-leading lead times to power data centers, renewable energy, and industrial applications. Pulse 2.0 interviewed Giga Energy co-founder and CEO Matt Lohstroh to gain a deeper understanding of the company.
Matt Lohstroh’s Background
Could you tell me more about your background? Lohstroh said:
“I’m Matt Lohstroh, co-founder and CEO of Giga Energy. I studied at Texas A&M and started building hands-on energy and data-center products in 2019, welding our first modular data center systems in East Texas and learning firsthand how slow and fragmented the energy-infrastructure supply chain had become. Since then I’ve focused on scaling Giga into a U.S.-based manufacturing and operations platform: we now operate manufacturing in Houston and Long Beach and have delivered multiple gigawatts of transformers, switchboards and modular data centers to AI, renewable and industrial customers. Along the way, Giga’s growth and product focus led to Forbes 30 Under 30 recognitions for me and my co-founder, Brent Whitehead.”
Formation Of The Company
How did the idea for the company come together? Lohstroh shared:
“We started by solving our own operational problems. Building modular data centers in East Texas exposed a broken model: long OEM lead times, siloed vendors, and contractors who disappeared once the job was done. That experience convinced us the only way to move faster and reliably was to bring site origination, manufacturing, and market operations together under one accountable system. Giga was born to fix that end-to-end experience.”
Favorite Memory
What has been your favorite memory working for the company so far? Lohstroh reflected:
“One of my favorite moments was watching the energization of the first data center site that we built with our own manufactured equipment. To go from site origination, planning, manufacturing, setup, and energization, using the infrastructure we built ourselves, was a really special moment for me. It speaks to every arm of our business and demonstrates what’s possible with the vertical integration we have worked so hard to build over the last few years.”
Core Products
What are the company’s core products and features? Lohstroh explained:
“Giga unites three capabilities under one operating system:
- Manufacturing — complete electrical product lines (three-phase padmount transformers, MV substations, UL-891 switchboards, and modular data centers) built with short lead times, flexible engineering, and dedicated support.
- Site origination and development — we source MWs, work with utilities, and build turnkey modular data center sites or operate them as hosted facilities.
- Power-market participation (Giga Power Systems, GPS) — an optimization platform that enrolls flexible load sites into demand-response, ancillary service,s and energy trading so operators can capture significantly more value per MW.
Key features customers value: predictable lead times and inventory, 1:1 engineering support, fast production cadence, and market tooling that’s purpose-built for flexible-load data centers.”
Challenges Faced
Have you faced any challenges in your sector recently, and how did you overcome those challenges? Lohstroh acknowledged:
“The biggest, ongoing challenge is an industry still built around multiyear lead times and fragmented responsibility — legacy OEMs, brokers, and contractors that add time and uncertainty. We solved for that by vertically integrating: building reliable U.S. manufacturing, stocking critical inventory, originating and developing data center sites, and keeping engineering and support in-house so projects don’t get delayed waiting on third parties. On the market side, wholesale energy rules and tooling are complex. The combination — faster hardware and market expertise — addresses both supply-chain and revenue-capture challenges.”
Evolution Of The Company’s Technology
How has the company’s technology evolved since launching? Lohstroh noted:
“We evolved from hand-built modular systems into a full suite of engineered electrical products, turnkey site development operations, and our market participation platform. On the hardware side, that’s faster, made-to-order production with inventory and flexible engineering (e.g., padmounts, substations, switchboards, and modular data halls).”
“Today we’re continually developing solutions to address the evolving and complex needs of our customer base. That includes new cooling products and ways to address projects with massive power density. We’re not just talking about speed, but also about substantial engineering feats for customers that have millions or billions of dollars on the line and still need to move quickly.”
Significant Milestones
What have been some of the company’s most significant milestones? Lohstroh cited:
“A few highlights:
- Built a U.S. manufacturing footprint in Houston and Long Beach and delivered multiple gigawatts of infrastructure to customers.
- Opened our new office in San Francisco this year.
- Proven site development capability: 175 MW of flexible-load data-center sites online and 400+ MW in our 2026 pipeline with more deals still being made.
- Demonstrated materially faster lead times vs. legacy suppliers and strong product support, which underpins our go-to-market momentum.
- Launching Giga Power Systems (GPS) as a market participation product (active in SPP today, with plans to expand).
- Company and leadership recognition (Forbes 30 Under 30).”
Customer Success Stories
Can you share any specific customer success stories? Lohstroh highlighted:
“Absolutely — two short examples we often use:
- For A Major Renewables Company: When a three-winding transformer failed at a 5 MW solar facility, one of our customers was faced with months of downtime under legacy timelines. Giga delivered a custom transformer in weeks with full support and warranty — restoring the site quickly and avoiding long production losses. That engagement illustrates how fast-turn manufacturing matters for renewables and grid resilience.
- For A Major Chip Fabricator: A recent project for a major chip fabricator was delayed after the customer changed a key electrical requirement late in the process. The customer needed exceptionally complex engineering delivered five weeks after the plans were signed. Virtually no other company would be capable of doing that, but Giga accomplished the feat, proving that our combination of experience, speed, and expertise is unmatched.”
Funding/Revenue
Are you able to discuss funding and/or revenue metrics? Lohstroh revealed:
“Giga is in rapid revenue growth. We surpassed $150 million in 2025 and are looking forward to major expansion next year. That’s up from just $800,000 in 2021 revenue, indicating the speed at which we’re scaling. Our North Star is an IPO: we’re intentionally building processes, margins and scale with that outcome in mind.”
Total Addressable Market
What total addressable market (TAM) size is the company pursuing? Lohstroh assessed:
“We see data-center energy infrastructure as a $1+ trillion TAM — that’s the market for transformers, switchgear, modular data centers and the services that enable rapid AI/data-center scale. Our approach lets us address both the hardware TAM and the incremental value unlocked by market participation for flexible-load sites.”
Differentiation From The Competition
What differentiates the company from its competition? Lohstroh affirmed:
“Three things:
- Vertical integration + hands-on model — we own site origination & development, manufacturing and market operations, removing the handoffs and delays that plague projects.
- Speed + predictable delivery — fast lead times, stocked inventory and responsive engineering let customers energize sites months sooner than legacy routes.
- End-to-end market expertise — we’re the only provider combining purpose-built electrical/cooling infrastructure with experience in both site development and market participation for flexible-load data centers. Together, these capabilities create a single accountable partner from spec to site.”
Future Company Goals
What are some of the company’s future goals? Lohstroh concluded:
“Short- to medium-term priorities:
- Expand upon our ability to originate, build, and energize AI data center sites.
- Introduce new products, including PDUs and ATSes, to meet more of our customers needs and offer a more vertically integrated experience.
- Expand our demand response services for flexible loads (SPP today; broader footprint planned, with ERCOT, PJM, and MISO on the horizon).
- Continue scaling manufacturing capacity and inventory to support AI hyperscaler, utilities, and renewables demand.
- We have potential acquisitions on the horizon.
- In the long term, we are building the company to public-company standards — higher profitability, processes, and scale en route to an IPO.”
