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Shares of Eaton Corporation PLC (NYSE:ETN) rose 2.2% Tuesday after the intelligent power management firm announced a collaboration with NVIDIA Corporation (NASDAQ:NVDA) to support high-voltage direct current (HVDC) infrastructure in artificial intelligence data centers. The initiative aims to address accelerating power and cooling demands as AI models grow more complex and hardware densities increase.
Eaton is contributing design guidance, reference architectures, and power management solutions tailored for next-generation GPU platforms, including NVIDIA’s Kyber rack-scale systems and Rubin Ultra GPUs. The partnership is focused on enabling 800-volt HVDC power systems, which can support rack loads of 1 megawatt and above.
As a member of the NVIDIA Partner Network, Eaton is leveraging its expertise to support full-stack integration from the utility grid to semiconductor level. The company is also exploring use of its solutions within NVIDIA’s Omniverse Blueprint, a digital AI factory framework for data center design and operations.
“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 systems target both white space, where computing occurs, and gray space, which houses cooling and backup equipment, delivering consistent power and efficiency. The company’s portfolio includes intelligent power distribution, backup systems, and digital energy management tools aimed at supporting continuous operations in AI-heavy environments.
Spending on data centers is expected to surpass $1 trillion globally by 2029, fueled by surging demand to support training and inference of advanced AI workloads. Eaton’s end-to-end solutions seek to position it as a key infrastructure enabler as operators scale to next-generation compute environments.