Eaton Corporation plc (ETN) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

Core Insights - The U.S. data center build-out is projected to reach approximately 100 gigawatts by 2028, with current installed capacity estimated between 35 and 40 gigawatts at the end of last year [1] - There is a planned addition of about 17 gigawatts by 2026, indicating a strong growth trajectory for the sector [1] - A significant backlog of over 165 to 200 gigawatts is planned through 2030 and beyond, reflecting continued confidence in market growth [1]