On October 14, 2025, Eaton Corporation plc announced the delivery of a new reference architecture designed to accelerate the adoption of 800 VDC power in artificial‑intelligence data centers. The announcement, made “today,” details a collaboration with NVIDIA and highlights Eaton’s power‑management technology, including supercapacitors for fast‑cycle backup, busbar‑based power distribution, and a hot‑aisle containment system. These components are intended to support the high‑density computing environments required by next‑generation AI workloads.
The reference design is a key milestone in Eaton’s grid‑to‑chip strategy, which aims to provide end‑to‑end power solutions for AI factories. By integrating Eaton’s proven power‑distribution and backup technologies with NVIDIA’s 800 VDC architecture, the design promises megawatt‑scale rack power that is safer, more efficient, and less costly than existing solutions. The collaboration underscores Eaton’s commitment to meeting the escalating energy demands of AI data centers, a market that is projected to grow rapidly in the coming years.
Eaton will showcase the new architecture at booth A15 during the Open Compute Project Global Summit, scheduled for October 13‑16, 2025, in San Jose, California. The event will provide industry participants with a hands‑on view of the integrated power system and its potential to reduce material and infrastructure costs for AI facilities. By positioning itself at the forefront of 800 VDC adoption, Eaton strengthens its competitive edge in the high‑growth AI data‑center segment.
For investors, the launch signals Eaton’s continued investment in high‑margin, high‑growth markets. The 800 VDC reference architecture aligns with the company’s strategic focus on electrification and digitalization, potentially opening new revenue streams and reinforcing Eaton’s leadership in intelligent power management for AI data centers. The announcement also demonstrates Eaton’s ability to partner with leading technology firms, which may enhance its market positioning and future earnings prospects.
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