Eaton ETN

Industrial & DefenseMarket cap $95B5 connections

Eaton makes power management products - circuit breakers, switchgear, power distribution, and hydraulics for data centers, utilities, aircraft, and vehicles. Its electrical division benefits directly from AI data center buildout - every new NVIDIA GPU cluster needs Eaton power distribution infrastructure. Data center electrical equipment demand is growing faster than Eaton can manufacture.

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Customers 4

Companies Eaton sells to

MicrosoftTechnology · $2.8TPower mgmt for Azure data centers
NVIDIASemiconductors · $2.2TEaton powers NVIDIA AI supercomputer facilities
AlphabetTechnology · $2.1TEaton electrical equipment at Google data centers
AmazonConsumer & Retail · $2.0TEaton power systems in Amazon AWS data centers

Partners 1

Strategic partnerships, joint products and alliances

HubbellIndustrial & Defense · $18BCompeting electrical power management products

Other Industrial & Defense companies

GE Aerospace Caterpillar RTX (Raytheon)Siemens AG Lockheed Martin Honeywell Boeing Deere & Company UPS ABB Ltd

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.