Key Points GE Vernova supplies gas turbines and grid equipment as data center orders more than doubled year to date in 2026. Quanta Services builds transmission lines and in-facility electrical systems, pushing its backlog to $53.4 billion. Eaton provides power distribution equipment for data centers and collaborates with Nvidia on AI-specific electrical designs. 10 stocks we like better than GE Vernova › With Anthropic's potential IPO putting the AI boom once again in the spotlight, investors are naturally looking for companies supplying the infrastructure needed to support it.
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