美国数据中心基础设施市场的演进要点-戴尔奥罗集团专家会议-US Industrials and Electrical Equipment Evolving Data Center Infrastructure Market Takeaways from DellOro Group Expert Call

Vi e w p o i n t | 08 Dec 2025 21:31:14 ET │ 12 pages US Industrials and Electrical Equipment After hosting a virtual meeting with Dell'Oro Group on the Data Center Infrastructure market (Alex Cordovil, Research Director), we continue to see robust data center infrastructure demand over the next several years driving sustainable top-line and earnings momentum for electrical infrastructure / equipment providers (we view PWR and VRT most levered to these themes and best poised to benefit from power availabili ...