ETN · News · 20260819N

AI Data Center Demand

Eaton Corp plc · 2026-08-19 · Importance 23 · Surprise 24

Big Tech is reportedly on pace to spend $735 billion on AI data centers in 2026, supporting demand for power-distribution and electrical-infrastructure equipment. Morgan Stanley projects a 38-gigawatt power deficit for U.S. AI data centers between 2026 and 2028. The reported power shortfall is expected to push developers toward faster power solutions and positions Eaton as a supplier of equipment needed for data-center power generation and distribution. These figures describe industry-level demand rather than Eaton-specific revenue or guidance.

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