Data Centers Need Copper, Concrete, and Cooling. Here Are 3 Boring Industrials Set to Cash In.

AI data center expansion is driving significant demand for raw materials and infrastructure. Freeport-McMoRan, Vulcan Materials, and Vertiv are well-positioned to benefit from multiyear growth in copper, aggregates, and cooling/power solutions as hyperscaler spending continues to surge.

10/01/2026, 11:15 AM • The Motley Fool

Not Chips. Not Memory. Data Center Cooling Is the Unsung AI Infrastructure Play Nobody's Watching

Data center cooling has emerged as a critical but overlooked component of AI infrastructure. Vertiv Holdings, which provides thermal management and cooling solutions for AI data centers, is positioned to benefit from the sector's growth. The company reported 24% revenue growth and 60% EPS growth in Q2, with a $15 billion order backlog and a 2.9 book-to-bill ratio. The global data center cooling market is projected to grow at 22% CAGR through 2033, reaching $128 billion.

09/30/2026, 8:24 AM • The Motley Fool

Grid Power Is Becoming the Bottleneck for AI Data Centers

As AI computing demand surges, power availability has become the critical constraint replacing chip scarcity. Host Digital launched with long-term take-or-pay leases on energized sites in Oklahoma, while competitors like Vertiv, Cipher Digital, and Talen Energy are securing power infrastructure and contracted capacity. The shift reflects a fundamental change in data center economics where grid access and reliable power determine project viability.

09/29/2026, 3:16 PM • GlobeNewswire

This Growth Stock Is Quietly Solving the AI Supercycle's Cooling Problem. Here's Why It Could Soar.

Vertiv Holdings, a leader in AI data center cooling and power management systems, has announced two major acquisitions (UtilityInnovation Group and King Environmental) to expand its global presence. The company reported strong Q2 results with 24% revenue growth and 53% earnings growth, raised 2026 guidance to 37% revenue growth and 60% adjusted earnings growth, and projects $2.4-2.6 billion in free cash flow for 2026. With a forward P/E of 27 and PEG below 1, analysts view the stock as reasonably valued despite a 55% year-to-date gain.

09/29/2026, 11:07 AM • The Motley Fool

2 Data Center Stocks That Could Help Make You a Fortune

As hyperscalers invest heavily in data center infrastructure to support AI services, with Morgan Stanley projecting $1.4 trillion in capital spending by 2028, two data center stocks offer attractive valuations: Iren, which is building an AI cloud platform with vertically integrated capabilities and targeting $4 billion revenue by 2026, and Vertiv, which supplies power management and cooling systems to data centers with projected 20-22% annual revenue growth through 2030.

09/26/2026, 6:15 AM • The Motley Fool

What Higher Interest Rates Mean for Caterpillar, GE Vernova, and Vertiv

Recent interest rate hikes caused a sell-off in industrial stocks. Caterpillar's construction and resource segments are most vulnerable to higher rates, while its AI-driven power & energy segment remains resilient. GE Vernova's strong $176 billion backlog provides multiyear protection against rate increases. Vertiv is least exposed due to AI data center spending being cash-funded by well-capitalized hyperscalers rather than debt-dependent.

09/21/2026, 4:35 AM • The Motley Fool

2 Superior AI Infrastructure Stocks to Buy and Hold for 10 Years

The article recommends Arista Networks and Vertiv Holdings as long-term AI infrastructure plays beyond chip stocks. Arista provides networking solutions and data switching for AI systems, while Vertiv supplies power and cooling equipment for data centers. Both companies are positioned to benefit from the structural growth of AI infrastructure over the next decade.

09/20/2026, 4:37 PM • The Motley Fool

Intuitive Machines vs. Vertiv: Which Industrials Stock Is a Better Buy in 2026?

The article compares two industrial stocks: Intuitive Machines (LUNR), which provides lunar infrastructure and NASA contracts, versus Vertiv (VRT), which supplies cooling and power systems for AI data centers. While Intuitive Machines shows strong growth potential with a $1.1B order backlog and expected 2026 revenue to quadruple, it faces high risk from government concentration and speculative lunar markets. Vertiv demonstrates more predictable growth with 28% revenue increase, $1.9B free cash flow, and lower valuation multiples. The article recommends Vertiv as the better buy due to its lower forward P/E ratio, more stable market demand, and stronger financial fundamentals.

09/15/2026, 7:12 PM • The Motley Fool

3 AI Stocks Poised to Outperform Micron and Sandisk as the Next Infrastructure Bottleneck Builds

As AI infrastructure demands evolve beyond chips and memory, three companies are positioned to capitalize on emerging bottlenecks: Innodata provides data organization services with 58% revenue growth; Nebius offers neocloud services with expanding data center capacity and rising per-megawatt contract values; and Vertiv supplies critical liquid cooling solutions for AI infrastructure with 24% revenue growth and accelerating demand.

09/15/2026, 7:25 AM • The Motley Fool

1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance

Vertiv announced a $1.45 billion acquisition of Utility Innovation Holdings to expand into microgrid solutions and upstream power architecture for data centers. This move allows Vertiv to extend its dominance beyond server room cooling into grid-level power solutions, positioning it to capture a larger share of hyperscalers' capital expenditures. The company projects 40% annual earnings growth over three years, though risks remain if hyperscalers cut spending.

09/11/2026, 2:05 AM • The Motley Fool

Prediction: This AI Power Stock Will Double Revenue Before 2030. Here's the Math.

Vertiv Holdings, a provider of critical digital infrastructure for AI data centers, generated $10.2 billion in revenue in 2025 and is positioned to double that by 2030. Management targets 20-22% annual organic sales growth through 2030, with projected revenue of $26 billion. The company exited 2025 with $15 billion in backlog and faces execution risks related to capacity expansion and sustained demand as the AI infrastructure build-out matures.

09/08/2026, 5:05 PM • The Motley Fool

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

09/04/2026, 7:30 AM • The Motley Fool

3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now

The article highlights three AI infrastructure stocks—Astera Labs, Credo Technology, and Vertiv—that address critical bottlenecks in AI data center scaling. Astera Labs specializes in connectivity solutions with 93% YoY revenue growth and a $6.5B Amazon warrant agreement. Credo Technology manufactures active electrical cables with 272% YoY growth but faces customer concentration risks. Vertiv dominates power and cooling systems with a $15B backlog and strong positioning in liquid cooling demand.

09/03/2026, 4:30 AM • The Motley Fool

Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck

Vertiv is acquiring Utility Innovations for up to $2.6 billion to address the power supply bottleneck in AI data centers. The deal extends Vertiv's capabilities across the full power value chain from grid to chip, including microgrid solutions and on-site generation, enabling faster time-to-power for data center developers.

09/03/2026, 2:30 AM • The Motley Fool

Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

09/01/2026, 2:15 PM • The Motley Fool