Eaton Corporation PLC (NYSE:ETN) saw its stock rise 2.2% Tuesday following the announcement of a collaboration with NVIDIA Corporation (NASDAQ:NVDA) to enhance high-voltage direct current (HVDC) infrastructure in AI data centers. This partnership aims to meet the growing power and cooling needs driven by increasingly complex AI models and denser hardware configurations.
Eaton will provide design expertise, reference architectures, and tailored power management solutions for next-generation GPU platforms, including NVIDIA’s Kyber rack-scale systems and Rubin Ultra GPUs. The joint effort focuses on deploying 800-volt HVDC power systems capable of supporting rack loads of 1 megawatt or more.
As part of the NVIDIA Partner Network, Eaton is applying its experience to deliver full-stack integration—from the utility grid down to the semiconductor level. The company is also investigating opportunities to incorporate its solutions within NVIDIA’s Omniverse Blueprint, a digital AI factory platform aimed at optimizing data center design and operation.
“With our decades of expertise in electrical power management innovation and broad solution portfolio, Eaton is uniquely positioned to support the demands of data centers in the AI era,” said Heath Monesmith, president and COO of Eaton’s Electrical Sector. “Joining NVIDIA and other industry leaders enables us to further advance our strategy of providing systems that meet the demanding power, cooling and operational requirements of data centers and AI factories.”
Eaton’s offerings address both the white space—where computing happens—and the gray space, which houses cooling and backup infrastructure, ensuring reliable power and efficiency. Its portfolio includes intelligent power distribution, backup systems, and digital energy management tools designed to support continuous operation in AI-intensive environments.
Global spending on data centers is projected to exceed $1 trillion by 2029, driven by growing demand to support AI training and inference workloads. Eaton’s comprehensive solutions aim to position the company as a critical infrastructure partner as the industry scales to next-generation computing capabilities.
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