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Data center buildout is creating new winners, says BofA’s Andrew Obin
CNBC Television· 2025-10-03 22:11
on the space. He joins us now on set. Andrew, great to have you with us.I read this note. I was so excited to get you on. Um you are the senior industrials analyst.So you you cover what in a nutshell. >> Uh basically the old economy. Uh you know uh >> which is now the new economy.>> G that's exactly right. G Honeywell uh Eaton Parker Rockwell. >> Uh yeah.>> Okay. So all the stuff that that you need to run the data center effectively build the data center. Um, so a lot of these have already been hot trays an ...