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Eaton’s Del Misenheimer: ‘We’re Not Doing IoT. We’re Going To Enable IoT’

In a wide-ranging interview with CRN, Misenheimer, president of Eaton’s Control and Protection Division, says that UPSes and power distribution units have been ‘smart’ devices for the last 10 or 15 years. What’s new, he says, is that the applications that use those devices locally need to be able to derive value from having that data and analytics.

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You're saying that, despite the fact that more workloads are going to the cloud and multi-tenant data centers, the actual sales volume of UPS and power management equipment still has the potential to rise? 

Absolutely. The multi-tenant and hyper-scalers still buy, and they're still some of our biggest customers as well in the large space. But then if you get into even the smaller space, you have a couple phenomenons. We talked about the edge, which is driving up [sales]. Singe-phase UPS last year saw one of the highest-growth markets we've had in the last four or five years. We didn't see anything slowing. If anything, we saw it accelerating out of last year. That's very strong.

Any other proof points? 

In the midsized range, [about] 100 to, say, 200 or 250 KW, [we're seeing] people go in and where they're moving stuff to the cloud, they're still deciding to keep something on-prem. They have the assets there, but they're going in and changing out and removing 500 or 750 KW units, and they're back-filling and replacing with much smaller [models]. So they're reducing the footprint, moving stuff to the cloud because they don't need all that extra capacity, but they're still keeping some installed footprint there.

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