Eaton

Recent news

• Nov 4, 2026

  Modular AI Data Centers Gain Ground as Crusoe Debuts Unit

  Crusoe has announced its sixth-generation modular data center platform, Spark Liquid, for AI compute workloads.

  • The new Spark Liquid unit is designed to support up to 3.5 MW of compute capacity and is built for Nvidia GB300 NVL72 and Vera Rubin NVL72 racks; Crusoe says it delivers five times the compute density of earlier Spark generations.
  • Production will join Crusoe’s existing Spark line in Brighton, Colorado, in 2027; the platform uses closed-loop direct liquid cooling and is aligned with Nvidia’s DSX POD modular blueprint.
  • Crusoe says Spark units are built in its 352,000-square-foot factory in Brighton and can be brought online in as little as a few months from a ready site; the company acquired Easter-Owens Electric in 2022 to bring manufacturing in-house.
• Oct 21, 2026

  Nvidia Unveils DSX Pod for Faster AI Data Center Builds

  Nvidia has announced DSX Pod, a containerized AI data center module, at GTC Berlin.

  • The module includes seven Vera Rubin NVL72 racks plus networking, cabling, and cooling already installed, and Nvidia says it can reduce deployment time at a prepared site from about six months to as little as 14 days.
  • Nvidia said it is working with 17 partners, including Bull, Dell Technologies, HPE, Lenovo, Eaton, Schneider Electric, and Vertiv, with availability expected in early 2027; the company also outlined manufacturing expansion plans and introduced the OpenShell Reference Architecture for AI governance and security.
• Aug 28, 2026

  AI Rack Density’s Real Limits: Power, Cooling, Failure Risk

  The article analyzes how AI is pushing data center rack density higher and argues that cooling, power delivery, and grid access now set the main limits on AI rack design.

  • It cites Uptime Institute data showing modal rack density rose to 11 kW in 2026 from 9 kW in 2025, while Nvidia GB300 NVL72 reaches up to 142 kW per rack and Rubin Ultra NVL576 “Kyber” is specified at roughly 600 kW for H2 2027.
  • It says direct-to-chip liquid cooling now handles 100-150 kW per rack and is the dominant liquid method; 800 VDC is shipping with Vera Rubin NVL72, and vendors including Vertiv, Schneider Electric, Eaton, and Delta have commercial 800 VDC offerings slated for H2 2026. It also references Foxconn’s 40 MW Kaohsiung-1 facility in Taiwan, the Open Compute Project Mount Diablo specification finalized in March 2026, and Microsoft/Meta hardware demonstrations in July 2026.
• Aug 13, 2026

  The Critical Minerals Crisis: AI Data Centers Face Supply Chain Strain

  The article analyzes how AI data center growth is increasing pressure on critical mineral supply chains, with copper singled out as the most at-risk material.

  • Copper demand for a new hyperscale data center is estimated at 50,000 tons, while a S&P Global report projects a 10 million metric ton shortfall by 2040 if sector expansion does not meaningfully increase.
  • Pantheon Electric said in July it unified 21 plants across North America and Europe into a single platform; SiTration said it completed a June trial with BHP in South Australia to recover copper and gold from waste streams, and has worked with Rio Tinto in the US with deployments in Chile planned.
• May 26, 2026

  How Power Electronics Cut Generator Run Hours in AI-Scale Data Centers

  DatacenterKnowledge reports that advanced power electronics and battery systems can substantially reduce diesel-generator run hours at AI-scale data centers while preserving uptime.

  • Main announcement/action: DataCenterKnowledge outlines a shift from a “diesel-first” resilience model to a diesel-last approach using grid-forming inverters, AI-capable UPS, high-voltage DC (800 VDC) architectures, and Universal Damping STATCOMs; specific reported capabilities include ON.energy’s 3.5 MW AI UPS units (reported ~3 GW in operation or construction) offering 1–8 hours of backup, and Dimaag.ai’s 800 VDC Zenius + Zifer system presented to ERCOT (April 24, 2026) for evaluation.
  • Background and details: The article references a 2025 Virginia grid fault with an aggregate loss of about 1.5 GW that triggered generator activations; Ramboll’s Universal Damping (UD) STATCOM is proposed as a software-upgrade approach to damp oscillations; Eaton’s Power Xpert 9395P with EnergyAware was tested at Microsoft’s Innovation Center in Boydton, Virginia and evaluated by PJM; Vertiv’s EnergyCore Grid BESS is UL9540A-tested for mission-critical use.
• May 15, 2026

  Battery Storage Gains Ground as Data Centers Seek Diesel Alternatives

  Caterpillar has reached an agreement to supply American Intelligence & Power Corporation (AIP) with Cat G3516 fast-response natural gas generator sets for AIP’s Monarch Compute Campus near Point Pleasant, West Virginia.

  • Main announcement: Caterpillar will supply Cat G3516 fast-response natural gas generator sets to AIP’s Monarch Compute Campus, with deliveries scheduled this year and a campus power target of 2 GW in 2027; BESS will augment the system to handle extreme AI transients.
  • Context and additional details:MarketsandMarkets projects the global BESS market to grow from $50.81 billion in 2025 to $105.96 billion by 2030; BloombergNEF reports 112 GW of annual energy storage additions in 2025. The article notes Oracle adding BESS at multiple data centers, Aligned Data Centers funded and gifted a BESS facility to a local utility (data center access up to four hours on weekdays during outages), and Baker Hughes supplying 16 NovaLT gas turbines to Frontier Infrastructure combined with BESS and synchronous condensers. Synchronous condenser and power-electronics suppliers named include Siemens Energy, Eaton, and GE Vernova, with hybrid examples such as the Shannonbridge project in Ireland (70 MW BESS with a synchronous condenser).
• Apr 14, 2026

  TIA Moves Beyond Telecom With New AI Data Center Standards

  TIA announced three coordinated actions on March 24 to align data center infrastructure standards with AI-era requirements.

  • Main announcement: TIA will publish an ANSI/TIA-942 addendum focused on high-density and liquid-cooled environments (publication targeted for mid-2027), continue expansion of its global 942 certification program, and develop DCE 9000, a quality management system standard for the data center physical infrastructure supply chain (first draft targeted for later in 2026), with participation from major hyperscalers and OT vendors.
  • Background and details: TIA’s existing 942 certification program has issued more than 1,000 certifications across over 800 data centers in 60+ countries; DCE 9000 is being developed with ~40–45 organizations including Google, AWS, Oracle, Rolls-Royce, ABB, Eaton, Schneider Electric, Caterpillar, and Cummins, and is intended to set process-oriented quality requirements (not technical specs) for suppliers.
• Apr 1, 2026

  Leadership Updates: Key Data Center & Cloud Appointments (Q2 2026)

  Data Center Knowledge has launched a new quarterly series highlighting leadership changes across the data center and cloud industries.

  • Main announcement: The roundup catalogs multiple executive appointments across operators and vendors, including Michael Lahoud named CEO of Stream Data Centers (after 15 years with the firm), Stream’s new hyperscale and sustainability hires (Stacy Medeiros, Santiago Suinaga, Oisín Ó Murchú, Rick Crutchley, Amanda Abell), John Bates named EVP of development and power at Prime Data Centers, Gary Wojtaszek appointed executive chairman and interim CEO of Pure Data Centres Group, and Vantage Data Centers’ appointments of Alicia Ruckteschler (CPO) and Scott Beasley (CFO).
  • Background and other details: The article lists additional vendor and advisory hires (e.g., Michael Maiello at Mission Critical Group; Doug Recker as CEO of Duos Technologies; Andrew Lake at Element Critical; Andrew Worley at Skeleton Technologies), cites Pure DC’s recent Europe’s first data center microgrid and >1 GW of capacity live/under development, references CyrusOne’s $15 billion acquisition by KKR and Global Infrastructure Partners, and notes DataBank’s board additions and the editorial contact editors@datacenterknowledge.com.
• Apr 1, 2026

  Emerald AI Raises $25 Million to Align Data Center Energy Use with Grid Capacity

  Emerald AI has announced it has raised $25 million in a strategic expansion round to scale its software for data centers to align energy use with grid capacity.

  • Funding & purpose: Emerald AI raised $25 million in a strategic expansion round led by Energy Impact Partners (EIP) with participation from Amplo, Eaton, GE Vernova, IQT, Lowercarbon Capital, NVentures (NVIDIA’s venture arm), Radical Ventures, Salesforce Ventures, Samsung Ventures, and Siemens; proceeds are aimed at scaling the company’s solutions (Emerald AI Conductor) to enable data centers to act as flexible grid resources and reduce consumption during grid strain.
  • Background & strategic partners: Emerald AI was launched in 2024; the article notes the AI industry is seeking to bring nearly 50GW of data centers online in the U.S. over the next three years. Emerald also announced a strategic advisory board including NVIDIA, Salesforce Ventures, National Grid and investor/partner members such as Eaton, GE Vernova, IQT, Samsung Ventures, and Siemens.
• Mar 13, 2026

  The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth

  Bloom Energy has released the 2026 Data Center Power Report finding electricity availability has become a defining boundary on data center expansion.

  • Main announcement: The Bloom Energy 2026 Data Center Power Report concludes electricity availability is now a primary constraint for data center growth; it projects U.S. IT load could rise from ~80 GW (2025) to ~150 GW (2028), and highlights major grid forecast revisions such as ERCOT increasing its 2030 data center demand projection from 29 GW to 77 GW and a possible statewide peak of 218 GW by 2031. The report also states roughly one-third of U.S. data centers may rely entirely on onsite power by 2030 and that ~20% of campuses could exceed 1 GW by 2030, rising to nearly 1 in 3 by 2035.
  • Background and details: The analysis is based on surveys of hyperscalers, colocation providers, utilities, and equipment suppliers through 2025 and documents operational shifts: Texas may exceed 40 GW by 2028 (nearly 30% national share); Georgia market share projected +75% while several legacy markets could lose >50% relative share; utilities and developers show a 1–2 year expectation gap on “time to power”; >70% of developers are evaluating onsite power providers; by 2028, 60% expect higher-voltage busways and 45% expect DC architectures.
• Mar 11, 2026

  Study finds significant savings from direct current power for AI workloads

  Enteligent published a study promoting 800V DC for AI data centers and said it is conducting NDA-level tests and pilots of an 800V-to-50V converter with a formal product announcement planned within the next few weeks.

  • Study findings and claimed savings:50%–80% reduction in copper usage, 8%–12% reduction in annual energy-related OpEx, and $4 million–$8 million CapEx savings per 10 MW build for AI-first facilities; Enteligent positions 800VDC as enabling fewer conductors, lower current/heat, and simpler distribution.
  • Product and deployment details / timeline: CEO Sean Burke says Enteligent’s unreleased converter will partition 800V DC to 50V for servers; the company is at NDA testing and pilot programs now and plans a formal announcement within the next few weeks; Burke recommends greenfield all-DC builds and selective all-DC retrofits for high-power GPU deployments. Competitors noted include Vertiv, Rutherford, Siemens, and Eaton.
• Mar 11, 2026 · IT Brief Asia

  Equinix names Olivier Leonetti as new Chief Financial Officer

  Equinix has appointed Olivier Leonetti as Chief Financial Officer, effective March 16, as longtime Finance Chief Keith Taylor will retire in 2026 and transition to a special advisor role for about one year.

  • Appointment details: Equinix appointed Olivier Leonetti as CFO, effective March 16; he joins from Eaton (where he was CFO) and will succeed Keith Taylor, who will retire in 2026 and remain as a special advisor for about one year.
  • Background and context: Leonetti previously served as CFO at Johnson Controls, Zebra Technologies, and Western Digital, and held senior finance roles at Dell and Amgen; Equinix reported more than USD $9 billion in annualised revenue, and the appointment occurs amid data centre sector constraints including rising power costs and limited site availability.
• Jan 28, 2026

  From Silicon to Cooling: Dell’Oro Maps the AI Data Center Buildout

  Dell’Oro Group research shows AI has shifted data center investment into industrial-scale execution.

  • Key announcement/action: Dell’Oro Group reports global data center capex rose 59% year-over-year in 3Q 2025, marking the eighth consecutive quarter of double-digit growth and signaling a structural AI-driven investment cycle through 2026; the research highlights server/storage component revenue up 40% Y/Y in 3Q 2025 and forecasts server and storage systems component market growth of 48% in 2025.
  • Background and details: Dell’Oro documents broad, layer-by-layer impacts including Ethernet switch revenue exceeding $8 billion in 3Q 2025, Data Center Physical Infrastructure (DCPI) market growth of 18% Y/Y (26% in North America), and thermal/ cooling shifts—direct liquid cooling grew 85% Y/Y and is on pace to exceed $2 billion in annual revenue, with the broader liquid cooling market forecast to approach $7 billion by 2029; the report also cites vendor consolidation (Eaton, Vertiv, Daikin) and open standards via the Open Compute Project.
• Jan 22, 2026

  South Korea Switchgear Market Outlook 2026–2036: Grid Modernization and Renewables Drive 4.8% CAGR

  Future Market Insights has published a market outlook forecasting South Korea’s switchgear market size and drivers through 2036.

  • Main announcement: FMI projects market expenditure of USD 148.5 million in 2026 growing to USD 238.3 million by 2036 at a 4.8% CAGR (2026–2036); the report highlights grid modernization, renewable integration, industrial electrification, and utility-led T&D investment (KEPCO) as primary demand drivers.
  • Background and details: The release outlines segment-level drivers such as low-voltage dominance (urbanization, EV charging, rooftop solar), medium/DC switchgear for renewables and storage, regional hotspots (Jeju, South Gyeongsang, South Jeolla, North Jeolla), technology trends (SF6-free alternatives, IoT sensors), and competitive landscape featuring ABB, Siemens, Schneider Electric, GE, Eaton and domestic suppliers.