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Industrial sector growth outlook driven by expanding data center spending

The Motley Fool +1 ·

PWR Quanta Services Inc
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  1. 1Dell Oro Group expects global data center spending to exceed $3 trillion by 2030.
  2. 2Vertiv is partnering with Nvidia to build the first AI data center using 800 VDC architecture at the rack level.
  3. 3Comfort Systems achieved a record backlog of $14 billion in the second quarter of 2026.

So what's the key point?

Spending on building data centers is expected to increase significantly. Companies like Vertiv and Comfort Systems are facing major opportunities.

Source The Motley Fool +1 · View original ↗

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