Vertiv Holdings Co (NYSE:VRT) and Eaton Corporation plc (NYSE:ETN) supply the physical infrastructure that allows data centers to operate. Vertiv concentrates on critical digital infrastructure, including power and cooling. Eaton combines electrical power management with a broader industrial business. Investors must decide whether specialization or diversification offers the better claim on the buildout. Vertiv's October 7 cash-flow price was near 32 times, against Eaton's 43 times. Vertiv's more concentrated exposure comes at a lower cash price, while Eaton offers demand extending beyond data centers. Eaton ranks #3, just ahead of Vertiv at #4, on our list of 10 Best AI Enabler Stocks to Buy Now.
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