Key Points Vertiv is expanding into liquid cooling and on-site power generation through its $1.5 billion acquisition of UtilityInnovation Group. Eaton offers broader power management exposure, including an architecture built for AI data centers. Vertiv's tighter focus on AI compute infrastructure makes it a more direct way to bet on the trend. 10 stocks we like better than Vertiv › The artificial intelligence (AI) boom is creating a new infrastructure race. Data centers need more power, cooling, and equipment to keep up with the latest chips. And companies like Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) are both positioned to benefit, but which one is the better AI infrastructure play?
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