Delta Electronics vs Eaton
Delta Electronics and Eaton are both placed on 9 of the same AI data center parts in this catalog, spanning layers 4, 7, 9. Delta Electronics appears on 18 parts in total and Eaton on 21.
At a glance
| Delta Electronics | Eaton | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Taipei, Taiwan | Dublin, Ireland |
| Primary listing | 2308.TW | ETN |
| Market cap | 4.05T TWD | 142.2B USD |
| Parts placed | 18 | 21 |
| Layers covered | 6 | 4 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- In-rack busbar & power whips — The high-current busbar and cabling that carries power from the rack's power shelves to each tray, including Nvidia's specified ±48 V / 1,400 A busbar used in rack-scale liquid-cooled systems.
- Rack PDUs — The power distribution units mounted in or beside a rack that meter and distribute power to individual devices, sitting between facility power and the rack's internal busbar or whips.
- Busway / busbar trunking — Rigid, modular busbar systems that carry power along a data hall's overhead or perimeter path with tap-off points, used as an alternative to running individual cables to each row.
- 5 more in the table below.
The 9 parts both make
| Part | Delta Electronics | Eaton |
|---|---|---|
| Power shelves & PSUs Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| In-rack busbar & power whips Layer 4 — Servers, racks & integration | manufacturer reported | manufacturer reported |
| Rack PDUs Layer 4 — Servers, racks & integration | manufacturer disclosed | manufacturer inferred |
| Busway / busbar trunking Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Floor PDUs, RPPs, static transfer switches, ATS Layer 7 — Electrical: power distribution (grid to rack) | manufacturer disclosed | manufacturer inferred |
| UPS (static, modular, rotary/DRUPS) & UPS power semis Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Power smoothing / supercapacitors Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
| Prefab / modular data centers & power/cooling skids Layer 9 — Building shell, site & construction | manufacturer inferred | manufacturer inferred |
Only Delta Electronics
- Switch systems & white-box ODMs layer 3
- Board-level power: VRMs, power stages, PoL, power semis layer 4
- Fans layer 4
- Air-cooled heatsinks & vapor chambers layer 4
- Direct-to-chip cold plates layer 5
- Rack manifolds layer 5
- Coolant distribution units layer 5
- Building management, controls, environmental sensors layer 6
- SSTs (emerging) layer 7
Only Eaton
- Quick disconnects layer 5
- Hoses, tubing, fittings, valves layer 5
- HV switchgear, GIS, breakers, protection relays layer 7
- MV switchgear, E-houses, power skids layer 7
- MV/LV transformers layer 7
- LV switchgear, switchboards, panelboards layer 7
- Circuit protection, fuses, surge, grounding layer 7
- Paralleling switchgear & generator controls layer 7
- Metering, power quality, monitoring layer 7
- Enclosures layer 4
- and 2 more on Eaton's page.
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Delta Electronics and Eaton compete?
- In this catalog they are both placed on 9 of the same parts, across 3 layers: Power shelves & PSUs, In-rack busbar & power whips, Rack PDUs, Busway / busbar trunking and 5 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Delta Electronics or Eaton?
- Delta Electronics has 18 placements and Eaton has 21. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.