AI Data Centers Drive Demand for Power Solutions
As of 2026, artificial intelligence (AI) applications are exerting considerable pressure on data centers and hyperscaler owners to secure long-term power solutions. GE Vernova (NYSE: GEV) has emerged as a leader in this sector, boasting a $76 billion backlog and a significant shift from struggling to generate gas turbine orders between 2015 and 2020. The company’s equipment orders rose 106% organically in Q1 2026.
In addition, nVent Electric (NYSE: NVT) has also been highlighted as a promising investment opportunity in the AI data center space. Following an upward revision of its 2026 organic sales growth outlook to 21%-23%, nVent is well-positioned to benefit from the increasing demand for cooling solutions in data centers developed by Nvidia.
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