{"title":"Delta Electronics vs Eaton: Rack & server power delivery compared","url":"https://www.frontiertechintelligence.com/compare/delta-electronics-vs-eaton","comparison":"Delta Electronics ranks 8 on the AI Infra 100 with a score of 100; Eaton ranks 72 with 87. Delta Electronics is ahead on production, progress, technology, positioning and leverage. Level on deployment, commercials and firepower. Delta Electronics is based in Taipei, Taiwan, Eaton in Dublin, Ireland. Delta Electronics: Public. Delta Electronics is named in 18 signals and Eaton in 15.","companies":[{"name":"Delta Electronics","url":"https://www.frontiertechintelligence.com/companies/delta-electronics","city":"Taipei","country":"Taiwan","stage":"Public","founded":null,"last_round":null,"positioning":"The existing Robotics row stays and this is the second-domain (AI Core) row, scored at the top of the scale because Delta is the largest single beneficiary in this registry of the NVIDIA 800 VDC architecture transition. Q1 2026 was its strongest quarter ever: revenue NT$159.4 billion (up 36 percent), record 37 percent gross margin, record 17.8 percent operating margin, after-tax net profit up 101 percent to NT$20.55 billion, EPS NT$7.91. July 2026 monthly revenue alone was NT$67.07 billion. Products are co-developed with NVIDIA: 800 VDC In-Row 660 kW power racks carrying 480 kW embedded battery backup at up to 98 percent AC-DC efficiency, and a 2.4 MW In-Row Coolant Distribution Unit, both shown at GTC 2026, plus a microgrid on newly developed solid state transformers and solid oxide fuel cells with all-in-one energy storage for step loads. At COMPUTEX 2026 it unveiled a prefabricated modular AI data center integrating 800 VDC in-row power and a 3 MW liquid cooling system, cutting construction time 60 percent. The roadmap is dated: HVDC plus or minus 400 V small-volume shipment from H2 2026 with 800 V in 2027, SOFC sampling in 2026 and mass production targeted 2027. Capex grows more than 10 percent from 2025's NT$46.1 billion. The demand base is the four major CSPs, whose combined capex is projected to rise from about USD 410 billion in 2025 to about USD 670 billion in 2026. Taxonomy note: no sub_category covers rack and row-level power delivery (same gap as the LITEON row), ","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":8,"score":100,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"why":"Delta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems.","segment":"Rack & server power delivery","layer":"Power, cooling & thermal"},"signals_total":18,"facts_total":28},{"name":"Eaton","url":"https://www.frontiertechintelligence.com/companies/eaton","city":"Dublin","country":"Ireland","stage":null,"founded":null,"last_round":null,"positioning":"The broadest electrical portfolio in the data-center hall (switchgear, UPS, busway, power distribution) and, since the Boyd Thermal acquisition, liquid cooling; with Vertiv and Schneider one of the three names on nearly every hyperscale build.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":72,"score":87,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":8,"progress":8,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":8},"why":"Eaton supplies data-center power equipment, including UPS systems, busbars and an 800 VDC AI data-center design, plus thermal management through Boyd Thermal.","segment":"Rack & server power delivery","layer":"Power, cooling & thermal"},"signals_total":15,"facts_total":15}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}