Eaton US Data Center Backlog Grows to 307 GW, or 15 Years of Build Backlog at 2025 Rates
Eaton Corp reported that its total US data center backlog has grown to 307 gigawatts, equivalent to 15 years of backlog at 2025 build rates, up from 12 years in its last update.
Only roughly 20% of this backlog converts near term, with the majority translating to 2028 and beyond deliveries.
Source: @UBS
Eaton Corp reported that its total US data center backlog has grown to 307 gigawatts, equivalent to 15 years of backlog at 2025 build rates, up from 12 years in its last update.
Only roughly 20% of this backlog converts near term, with the majority translating to 2028 and beyond deliveries.
Source: @UBS