Better AI Infrastructure Stock: Vertiv vs. Eaton

Published August 12, 2026 · Category: Finance

Overview

The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, Microsoft, Meta Platforms, Amazon, and Alphabet revealed plans to spend $732.5 billion on AI capital expenditures (capex) in 2026. Forecasts from Goldman Sachs and JPMorgan Chase project AI capex will top $1 trillion in 2027, with trillions more pouring in in the coming years.

This huge capex spending has made Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) attractive pick-and-shovel plays for the hardware boom. While both companies supply essential power and cooling systems, they appeal to different investor profiles. 

Image source: The Motley Fool.

Details

Continue reading

Source

Originally published at www.fool.com.

Related Articles

• China’s answer to Boeing and Airbus makes first international flight — could COMAC challenge the aviation duopoly?
• Coreweave surges 18% in premarket after a 'cleaner quarter'. Here's what's happening
• New York City Council announces probe into prediction market platforms’ marketing strategies