Companies like $GE Vernova Inc.(GEV)$ & $Eaton Corp PLC(ETN)$ hold multi year monopolies on industrial transformers & electrical grid hardware. Their backlogs are completely backed up into the 2030s. Hyper scalers are actively buying nuclear power access just to plug into Eaton's switches.
$Vertiv Holdings LLC(VRT)$ is the undisputed king of data centre liquid cooling. NVIDIA's advanced Blackwell architectures generate so much thermal energy that traditional air conditioning is not enough to cool it. Vertiv's liquid to air cooling manifolds are an un-bypassable requirement for every modern AI cluster built on Earth.
That is why I choose Electricity & Cooling as the most important AI infrastructure layer.
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