Exponential Learning
Eaton: The Electrical Backbone of the AI Buildout
18:14
Eaton is the electrical backbone of the AI buildout and the electrification of everything else. In plain English: what Eaton makes (transformers, switchgear, breakers, backup power, and now liquid cooling and ready-built electrical rooms), why it cannot fail and cannot be rushed (lead times of one to two years), and why the order book proves the scarcity — total electrical backlog up 43% in a…