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Eaton Accelerates the Transformation of Data Center Infrastructure in the AI Era with NVIDIA

1. Eaton partners with NVIDIA for high-voltage power infrastructure in AI data centers. 2. Worldwide data center capex expected to exceed $1 trillion by 2029. 3. Eaton focuses on optimizing power management for AI workloads across ecosystems. 4. Advanced power solutions target high-density GPU deployments in data centers.

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FAQ

Why Bullish?

Eaton's innovations align with high-growth AI data center demands, which may boost stock value.

How important is it?

The collaboration with NVIDIA highlights Eaton's strategic positioning within a growing market.

Why Long Term?

Sustained investments in AI infrastructure will drive ongoing demand for Eaton's solutions.

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NVDAAMZNIBMGOOGL
CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton today announced that it is enabling the shift to high-voltage direct current (HVDC) power infrastructure in artificial intelligence (AI) data centers. Eaton is collaborating with NVIDIA on design best practices, reference architectures and innovative power management solutions tailored to support high-density GPU deployments, such as NVIDIA Kyber rack-scale systems with NVIDIA Rubin Ultra GPUs. This includes helping lead the transition to 800 V HVDC power infrastructure to support 1 megawatt racks and beyond as well as exploring opportunities to leverage its solutions in the NVIDIA Omniverse Blueprint for AI factory design and operations. Worldwide data center capex is projected to surpass $1 trillion by 2029 as operators invest in infrastructure capable of supporting the training and inference workloads of evolving models. As part of the NVIDIA Partner Network, Eaton is leveraging its deep expertise in power management and broad portfolio of technologies to design systems that meet the growing demands of AI workloads across the entire power ecosystem, from the grid to the chip level. “With our decades of expertise in electrical power management innovation and broad solution portfolio, Eaton is uniquely positioned to support the demands of data centers in the AI era,” said Heath Monesmith, president and chief operating officer (COO), Electrical Sector, Eaton. “Joining NVIDIA and other industry leaders enables us to further advance our strategy of providing systems that meet the demanding power, cooling and operational requirements of data centers and AI factories.” Eaton’s grid-to-chip approach offers a comprehensive strategy for optimizing both white and gray space in AI data centers, with a portfolio of intelligent power distribution systems, backup power solutions, digital offers and other technologies that are essential to ensuring continuous operations and optimizing energy use in AI-driven environments. Eaton provides consultative services and expert advice to customers seeking to implement NVIDIA-based solutions or technologies. Eaton is an intelligent power management company dedicated to protecting the environment and improving the quality of life for people everywhere. We make products for the data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power ─ today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we’re helping to solve the world’s most urgent power management challenges and building a more sustainable society for people today and generations to come. Founded in 1911, Eaton has continuously evolved to meet the changing and expanding needs of our stakeholders. With revenues of nearly $25 billion in 2024, the company serves customers in more than 160 countries. For more information, visit www.eaton.com. Follow us on LinkedIn.

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