Applied Digital vs Eaton
Eaton is larger by market cap ($178.4B vs $8.6B). Eaton reports higher tracked revenue ($27.4B vs $611M). Applied Digital's primary segment is Data Center Operators (Colo); Eaton's is Power & Cooling.
Shared segment: AI & Data Center.
Side-by-side
| Applied Digital | Eaton | |
|---|---|---|
| Market cap | $8.6B | $178.4B |
| Revenue | $611M (FY2026) | $27.4B (FY2025) |
| Primary segment | Data Center Operators (Colo) | Power & Cooling |
| Market position | challenger | major |
| Country | United States | Ireland |
| Tracked suppliers | 7 | 0 |
| Tracked customers | 5 | 45 |
| Chokepoint / criticality | 7/100 | 76/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Digital and Eaton compare
- Size: Eaton is the larger company by market cap.
- Revenue: Eaton reports higher tracked revenue.
- Supply-chain criticality: Eaton has the higher chokepoint score (76/100 vs 7/100).
- Footprint: Applied Digital (United States) vs Eaton (Ireland).