AI Infrastructure Plays Beyond RTX | Business and Finance News

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Recorded19 Aug 2026

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AI is heating up the industrial sector, with Vertiv and Quanta Services riding the wave as key players in powering the next generation of data centers. Vertiv, focused on cooling and power for AI infrastructure, saw a 24% revenue surge to $3.27 billion and raised its full-year outlook. Quanta Services, building and upgrading the electrical grid that feeds AI demand, posted a 41% revenue jump to $9.6 billion and holds a record $53.4 billion backlog. While RTX remains a solid bet with a strong backlog, Vertiv and Quanta trade at higher valuations — offering investors a chance to tap into early-stage AI infrastructure growth with potentially outsized upside. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/0f8849dc09780191

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