AI boom highlights critical role of infrastructure firms Eaton, Vertiv, and Quanta in powering data centers.

Sovereign AI infrastructure drives massive growth for Nvidia and key tech players in data centers and power.

Governments and hyperscalers are rapidly expanding sovereign AI infrastructure, with Nvidia leading the charge through its dominant AI GPUs and networking silicon. Nvidia reported $75.25 billion in data center revenue for Q1 FY27, up 92% year over ye...