Vertiv is a higher-risk, higher-growth company specializing in liquid and air cooling, plus backup electrical systems for data centers.
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The creator discusses 5 'boring' infrastructure stocks that are essential for AI data centers. They highlig...
Jul 20, 2026
The creator discusses 5 'boring' infrastructure stocks that are essential for AI data centers. They highlight that while many AI-related sectors have crashed, industrials and electrical components have only pulled back slightly. These companies have long track records and generate real profit, providing essential services like engineering, site preparation, building permits, and powering/cooling data centers.
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Eaton provides essential electrical components like switchgears, power distribution, and transformers for data centers.
Comfort Systems builds the plumbing, electrical, HVAC, and cooling systems required for AI data centers.
Johnson Controls helps data centers improve efficiency in power, cooling, and electricity management.
Sterling Infrastructure provides civil engineering, site preparation, and building permits for AI data centers.
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