JUST IN: Trane and Eaton have launched a new power and cooling architecture for Nvidia’s next generation AI data centers that can improve energy efficiency by 15%, use 80% less copper and cut installation costs by 30%.

Sixteen months after the Eaton Fire, residents are taking extreme measures to deal with a host of toxic compounds, including arsenic and asbestos, plaguing their families and properties.

$ETN gave some pretty wild numbers yesterday. Eaton acquired Fibrebond in 2025 for $1.43B. At the time, the business was doing around $375M in annual revenue. Just over a year later, Fibrebond has generated more than $600M over the last twelve months. And Eaton is preparing for much more. They are expanding the existing facility and building a new factory in Arkansas, with each project expected to double capacity. The broader data center business isn't slowing either. Revenue is running around +65% and orders +85%. Eaton started 2026 expecting 8% organic growth. They raised that to 10%, and CEO Paulo Ruiz now says they could reach 12%. Hard to look at those numbers and argue that the physical AI infrastructure buildout is losing momentum.

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Trane $TT & Eaton $ETN launched a joint power-&-cooling architecture for next-gen AI data centers, aligned with Nvidia’s DSX AI Factory platform. It can deliver up to 15% better energy efficiency, use 80% less copper & cut installation costs by 30%.