GE Vernova Inc. (NYSE:GEV) and Vertiv Holdings Co (NYSE:VRT) made it on Jim Cramer's radar on October 2nd due to their exposure to the data center industry. Cramer has frequently discussed both firms due to their presence in the data center buildout. For instance, in May, the CNBC TV host remarked that Vertiv had " the best backlog of any of the data center stocks." For GE Vernova, he has repeatedly asserted that the firm is in the best possible position to capture any tailwinds to the nuclear power generation industry from the AI buildout. To find out Cramer's detailed comments about Vertiv, check out Don't Ignore This Market Rotation: Jim Cramer's Views on Intel, Vertiv, TSMC, and More.
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