Quick Read – Eaton, Vertiv, and Quanta supply the electrical systems, cooling, and grid infrastructure that make GPU-powered data centers physically possible. – Eaton’s U.S. data center backlog hit 307 GW, representing 15 years of work at current build rates, which gives…
vestors rare long-duration revenue visibility. – Vertiv posted 24% revenue growth and $925 million in free cash flow in Q2 2026, while Quanta’s backlog surged to $48 billion. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eaton didn’t make the cut. Grab the names FREE today
The artificial intelligence boom has created a familiar investing playbook: Buy the companies making the GPUs. That strategy has worked remarkably well, but it overlooks an increasingly important reality. A GPU is useless without a building to house it, electricity to power it, cooling to keep it running, and a grid connection capable of supplying the enormous load.
The physical infrastructure supporting AI may ultimately prove just as important as the chips doing the computing. That creates a different group of winners. Eaton (NYSE:ETN), Vertiv (NYSE:VRT), and Quanta Services (NYSE:PWR) sit at different points along that infrastructure chain.