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Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom

When hyperscalers look to grow their data centers, they often turn to Vertiv and Eaton for power and cooling solutions.

Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom

Published July 6, 2026 · Category: Finance

Overview

While software providers and chipmakers grab the biggest headlines, the artificial intelligence (AI) revolution is fundamentally a hardware story. The massive computing clusters required for artificial intelligence cannot run without two critical elements: staggering amounts of electrical power and highly sophisticated cooling systems.

Industrial companies Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) help provide the essential infrastructure that keeps these artificial intelligence-focused data centers running.

Image source: Getty Images.

Details

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Originally published at www.fool.com.

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