Eaton

Recent news

• 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.
• Jan 2, 2026

  Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?

  Wood Mackenzie and POWER report that U.S. transformer supply remains structurally out of balance, with multi-year deficits in large power and generator step-up units even as manufacturers commit major North American investments.

  • Main findings and actions:Wood Mackenzie estimates a 30% shortfall for power transformers and 10% for distribution units in 2025, with demand increases since 2019 of 119% for power transformers and 274% for GSUs; lead times average 128 weeks for power transformers and 144 weeks for GSUs. Despite nearly $1.8 billion–$2.0 billion in announced North American manufacturing investments since 2023, major corporate commitments include Hitachi Energy (over $1 billion continental, CA$270 million Varennes expansion, $457 million South Boston, VA project due by 2028, $106 million Alamo, TN expansion), Siemens Energy ($150 million Charlotte plant, production targeted early 2027), Eaton ($340 million South Carolina facility targeting 2027), Prolec GE (more than $300 million), Virginia Transformer Corp. ($40 million), ERMCO (>$70 million), and Central Moloney ($50 million). Unit prices have also climbed: power transformers +77%, GSUs +45%, some distribution up to 95%.

  • Background, policy, and procurement details: Federal trade measures (copper tariffs up to 50%, expanded Section 232 steel/aluminum duties) and the budget package nicknamed “One Big Beautiful Bill” (phasing down some renewables credits and tightening FEOC rules) have raised input costs and domestic‑content constraints; federal/state incentives and site support are driving reshoring to Virginia, the Carolinas, Tennessee, and elsewhere. Counterpoints include broker Patrick Tarver of Bolt Electrical LLC, who argues “There is not a shortage” and attributes delays to utility/EPC procurement practices (qualification lists, vendor rules) rather than factory capacity; Tarver says he can deliver standard substation transformers in 12 to 14 months and typically charges 12%–15% over factory cost.

• Nov 6, 2025

  Eaton Helps Seattle City Light Strengthen Grid Planning to Meet Record-Setting Demand for Electricity

  Eaton is deploying its Eaton CYME Advanced Project Manager (APM) module to help Seattle City Light modernize and future‑proof its electrical grid.

  • Main announcement: Eaton will implement the Eaton CYME Advanced Project Manager (APM) module at Seattle City Light to enable collaborative, time‑based grid planning, scenario comparison, chronological tracking of project versions, and side‑by‑side analysis to prioritize infrastructure investments and new resource integration (renewables, storage, geothermal, hydrogen). The release quotes Jason Plane, utility segment manager at Eaton, describing the software’s ability to “intelligently analyze, compare and optimize future grid scenarios.”
  • Background and details: Seattle City Light has seen record peak and average loads (30‑year highs in December 2022 and January 2024), driven by EV adoption, building electrification, and population growth. Eaton also offers a Techno‑Economic Analysis module to combine technical impacts and financial implications; the statement cites Eaton’s corporate scale (nearly $25 billion revenue in 2024) and global presence. No specific implementation timeline or contract value was provided.
• Nov 6, 2025

  Eaton Helps Seattle City Light Strengthen Grid Planning to Meet Record-Setting Demand for Electricity

  Eaton is deploying its Eaton CYME Advanced Project Manager (APM) software to Seattle City Light to modernize grid planning and prioritize infrastructure investments.

  • Main announcement/action: Eaton will implement the CYME Advanced Project Manager (APM) module (with optional Techno-Economic Analysis module) at Seattle City Light to enable collaborative, time-based grid project planning, build and compare detailed network scenarios, track chronological project modifications, and perform side-by-side analysis to prioritize distribution modernization and new resource integration.
  • Background and details:Seattle City Light has set 30-year highs in peak and average loads (Dec 2022 and Jan 2024) driven by EV adoption, building electrification, and population growth; the utility’s future resource strategy includes expanding renewables, increasing energy storage investments, and exploring geothermal and hydrogen. The release is a company announcement/press release (Business Wire / Pittsburgh) and also cites Eaton’s corporate scale (nearly $25 billion revenue in 2024) and global reach.
• Nov 6, 2025

  Green Data Center Market Analysis by Infrastructure, Software, and Region: A $155+ Billion Industry by 2030, Growing at a CAGR of 26.4% - ResearchAndMarkets.com

  ResearchAndMarkets.com has added a report titled “Green Data Center Market by Infrastructure, Software, and Region - Global Forecast to 2030” to its offering. The report provides market sizing, segment analysis, technology trends, case studies and competitive assessments.

  • Main announcement/action:ResearchAndMarkets.com published a market report forecasting the global green data center market to grow from USD 48.26 billion in 2025 to USD 155.75 billion by 2030 (CAGR 26.4%); report attributes: 340 pages, forecast period 2025-2030, and regional coverage Global.
  • Background and details: The report lists drivers (AI workloads, net-zero mandates, rising energy tariffs), restraints (limited renewable availability, high upfront CapEx), and technologies/case studies — includes partnerships and initiatives such as Schneider Electric & Vertiv RFI (Nov 2024) to replace diesel backup generators in Europe, Huawei & Qinghai Yungu (2023) 100% clean energy data center in Qinghai, and Schneider Electric & NTT Data (June 2025) deploying EcoStruxure IT DCIM across European data centers.