Data Center Boom: Why Vertiv (VRT), Eaton (ETN) Are Still In The Sweet Spot
1. Analyst Tusa remains bullish on Vertiv amid data center boom. 2. Demand for data centers is still in its infancy, not peaking. 3. Supply constraints in infrastructure favor Vertiv's market position. 4. Industry financing for data centers predicted to double by 2025. 5. Vertiv's order book is sold out for the next 18 months.