Eaton
Eaton is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Ireland. Its key customers include Equinix, Digital Realty, Amazon (Annapurna Labs).
Electrical power management and data-center power infrastructure.
- Ticker
- NYSE: ETN
- Headquarters
- Ireland
- Revenue
- $27.4B (FY2025) · +10.3% YoY
- Net income
- $4.1B
- Operating margin
- 13.4%
- Market position
- major
- Value-chain segment
- Power & Cooling
- Key products
- 93PM UPS for data centers, Gigabit ePDUs, Power distribution units (PDU), Busway power distribution, Data-center cooling and breaker systems
About Eaton
Eaton, headquartered in Ireland, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include 93PM UPS for data centers, Gigabit ePDUs, Power distribution units (PDU), Busway power distribution, Data-center cooling and breaker systems. wafergraph maps 45 tracked customers for Eaton across the value chain. It has a supply-chain criticality score of 76/100, with 270 companies downstream of it.
Key products
- 93PM UPS for data centers
- Gigabit ePDUs
- Power distribution units (PDU)
- Busway power distribution
- Data-center cooling and breaker systems
Customers
- Equinix
- Digital Realty
- Amazon (Annapurna Labs)
- Microsoft
- Alphabet (Google)
- Meta Platforms
- Oracle
- GDS Holdings
- NEXTDC
- Iron Mountain
- NTT
- American Tower
- Keppel DC REIT
- DigitalBridge
- 21Vianet
- Vantage Data Centers
- Aligned Data Centers
- Switch
- QTS Data Centers
- CyrusOne
- CoreSite
- EdgeConneX
- AirTrunk
- STACK Infrastructure
- Compass Datacenters
- DataBank
- Flexential
- Cologix
- Yondr
- Colt Data Centre Services
- Global Switch
- Chindata Group
- Sify Technologies
- Applied Digital
- IREN
- Core Scientific
- TeraWulf
- Cipher Mining
- Hut 8
- Bitdeer Technologies
- HIVE Digital Technologies
- Galaxy Digital
- Soluna Holdings
- Nscale
- Sabey Data Centers