Data Center Boom: Why Vertiv (VRT), Eaton (ETN) Are Still In The Sweet Spot

The AI gold rush is in full swing, but the real winners may not be the chipmakers themselves but the infrastructure players powering the next-gen data centers.JPMorgan analyst C. Stephen Tusa, Jr. has doubled down on his bullish stance for Vertiv Holdings Co VRT and Eaton Corporation PLC ETN, emphasizing that the data center buildout is not just in its early innings – it hasn't even taken the field yet.Overcapacity? Not So FastInvestors have been debating whether the AI-driven data center boom is peaking, w ...