Nvidia’s headquarters in Santa Clara, California.
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“My pathway led by confusion boats / mutiny from stern to bow.”
That phrase, from Bob Dylan’s 1964 classic, “My Back Pages,” seeped into my head Friday afternoon, as I sought to reevaluate the role of tech in the Charitable Trust. We had just reviewed Eaton’s very good — though not excellent — quarterly results, and I was struck about how content I was with something I viewed as a big liability three weeks ago: that only one-fifth of this old-fashioned industrial company catered to data centers. And now, the electrical equipment provider is saved by having not that much data-center exposure when, only a few weeks ago, I wished the relationship had been four-fifths data center and one-fifth manufacturing reshoring.
