### @ETN — Confirmed — from the earnings call; market-tracking figures, hedged to 2025 build rates
that's top of mind for everyone – let me give you two data points. first, total data center backlog has grown to 228 GW, which we describe as roughly 12 years of backlog at 2025 build rates, up from 11 years a quarter earlier. second, we estimate about 32 GW of U.S. data center capacity under construction, roughly 70% AI‑related. as I said before, the 'years of backlog' measure assumes build rates stay at 2025 levels.
- tier: Confirmed (✓)
- source: ETN / The backlog runway, on the company's own figures
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-etn-src-etn-datacenter-backlog-rotation
- posted: 2026-07-28T05:01:31.762Z