February 13, 2026 05:30 AM GMT Capital Goods | Europe 800vDC Data center - First Inning: What we have heard so far from the Electrical suppliers Since we first wrote in September, investor interest around the shift to 800vDC data center architecture has clearly intensified. Post 4Q25, we assess the latest developments across cap goods suppliers. Delta and Eaton still lead globally, while there is more debate on positioning of EU suppliers We have been early on the 800vDC topic. first writing it in Sep-2025 ...