Upcoming Anthropic IPO: Top 3 Industrial Stocks Set to Gain Regardless of Share Access

Key Points

• GE Vernova’s gas turbines and grid equipment saw data center orders more than double to over $5 billion year to date in 2026.

• Quanta Services reached a backlog of $53.4 billion due to increased demand for transmission lines and electrical systems for data centers.

• Eaton reported a record second quarter with sales up 21% year over year to $8.5 billion, capitalizing on the growth in electrical equipment for data centers.

Overview

GE Vernova, Quanta Services, and Eaton are capitalizing on the surge in demand for infrastructure supporting AI and data centers as of 2026. GE Vernova’s gas turbine sales have driven data center orders to exceed $5 billion, a substantial increase from the previous year. Quanta Services has bolstered its contracts to $53.4 billion, supporting the construction of essential grid infrastructure. Eaton’s sales also grew significantly, positioning the company to meet rising needs in power distribution within data centers.