**Key Takeaways: AI Infrastructure Stocks**
Investors interested in capitalizing on the artificial intelligence (AI) boom should consider two Zacks Rank #2 (Buy) stocks: **Vertiv Holdings Co. (VRT)** and **EMCOR Group, Inc. (EME)**. Vertiv is set to report its Q2 earnings on July 29, 2023, while EMCOR will follow on July 30, 2023. Both companies have significantly outperformed the S&P 500 and are projected to achieve double-digit earnings growth in 2026 and 2027.
The AI sector is anticipated to drive substantial capital expenditure, with hyperscalers expected to invest about **$700 billion** in 2026 alone. Additionally, companies are set to invest **$7 trillion** in global data-center capital expenditures by 2030, emphasizing the growing need for energy and infrastructure as AI demand surges. Vertiv has doubled its revenue from 2021 to 2025 and is projected to achieve a **52% increase in adjusted EPS** by 2026, while EMCOR’s earnings per share are expected to rise **14% in 2026** and **12% in 2027**.
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