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Eaton, Vertiv, and Quanta lead AI data center infrastructure growth with record sales and backlogs.

Market News
02 Jun 2026
24/7 Wall Street
View Source
Bullish
pluang ai news

Eaton, Vertiv, and Quanta Services are key players supporting the AI data center boom by providing essential power, cooling, and grid infrastructure. Eaton reported record sales and a $9.5 billion acquisition to enhance liquid cooling, Vertiv saw a 252% surge in orders and a $15 billion backlog, while Quanta Services posted a 26.3% revenue jump and a $48.47 billion backlog. All three raised their 2026 guidance, reflecting strong demand from AI hyperscalers building massive data centers. Their performance highlights the critical but often overlooked industrial backbone enabling AI growth, with potential risks if AI investment slows.

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