Who are Eaton's customers?

Eaton's tracked customers include 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.

What part of the semiconductor supply chain is Eaton in?

Eaton operates in the Power & Cooling segment, where it is a market major.

Eaton

Q: What does Eaton make?

Eaton makes 93PM UPS for data centers, Gigabit ePDUs, Power distribution units (PDU), Busway power distribution, Data-center cooling and breaker systems.

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.

Role in the chain

Eaton is a market major in AI & Data Center (Power & Cooling), headquartered in Ireland. Electrical power management and data-center power infrastructure.

Diligence questions

The dataset names 45 tracked customers for Eaton. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Eaton is headquartered in Ireland. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Eaton trades as NYSE:ETN. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Eaton