Eaton (ETN)
Major transformer + switchgear supplier. North American manufacturing expansion.
- Ticker: ETN
- Sector: power equipment (transformer switchgear)
- DC exposure tier: high
Eaton (ETN) is a high-exposure name in the data-center supply chain in the power equipment sector. Data Center Index tracks Eaton's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Electrical Sector data-center vertical disclosed at ~16% of total revenue and 31% of segment backlog; mgmt cites DC as the dominant Electrical Americas growth driver.
Tracked Eaton data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Stargate I — 1.2 GW, Abilene, TX · under construction
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction