ETN · News · 20261105N

Solid-State Transformer Commercialization

Eaton Corp plc · 2026-11-05 · Importance 34 · Surprise 42

Eaton CEO Paul Ruiz said AI-driven data-center growth is prompting a shift from traditional AC to 800-volt DC architecture, which could reduce non-IT capital expenditures by up to 18%. Eaton is investing in solid-state transformers (SSTs), and its 15-kV, 2-MW SST was the first to pass a new UL Solutions standard. Ruiz said the timing of broad SST deployment is outside Eaton’s control, but the company expects to benefit whether data centers adopt AC or DC architectures.

Key facts

• Eaton is investing in solid-state transformers for the AC-to-DC transition, and its 15-kV, 2-MW solid-state transformer was the first to pass a new UL Solutions standard. source
• Eaton CEO Paul Ruiz said the AI-driven data center boom is driving a migration from traditional AC to 800-volt DC architecture, potentially reducing non-IT capital expenditures by up to 18%. source
• Eaton CEO Paul Ruiz said the timing of widespread solid-state transformer deployment is not under Eaton's control, but the company expects to benefit from either AC or DC architectural paths. source