Browsing Tag
Boyd Thermal
2 posts
Can Trane and Eaton’s joint design outrun Vertiv’s single-vendor AI infrastructure play?
Trane Technologies and Eaton have aligned an AI data centre design with NVIDIA DSX, promising 30% installation savings. Can it out-compete Vertiv's stack?
August 19, 2026
Eaton (NYSE: ETN) lifts 2026 organic growth to 12% as data centre backlog hits 307GW
Eaton Q2 sales rose 21% to $8.53bn and adjusted EPS hit a record $3.15 as ETN jumped 7% on a raised FY26 guide and a 307GW US data centre backlog.
August 2, 2026