Veritiv (VRT) is presented as a higher-risk, higher-growth company specializing in liquid and air cooling solutions, as well as 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 (ETN) provides essential electrical components like switch gears, power distribution, and transformers needed for every data center.
Comfort Systems USA (FIX) is noted for building the plumbing, HVAC, heating, and cooling systems in AI data centers.
Johnson Controls (JCI) is highlighted for providing efficient power, cooling, and electricity solutions for AI data centers, addressing their high energy consumption.
Sterling Infrastructure (STR) is mentioned as a company that handles civil infrastructure, engineering, site preparation, and building permits, essential for AI data centers.
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