McKinsey & Co. estimates global capital expenditure on AI-powered data center infrastructure will reach $7 trillion by 2030. Four major hyperscalers are projected to invest $650 billion in 2026, reflecting a 71.1% year-over-year increase in spending on AI infrastructure.
Vertiv Holdings Co. (VRT) anticipates net sales of $13.5 billion to $14.0 billion for 2026, driven by a 29% to 31% organic growth compared to 2025. Comfort Systems USA Inc. (FIX) reported a backlog of $12.45 billion as of March 31, 2026, up 4.3% from the previous quarter, indicating strong demand fueled by technology sector activities.
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