Tap Into Data Center Exposure with These 3 Stocks: VRT, ANET, FIX

Data Center Industry Overview - The AI frenzy has highlighted the critical role of data centers in facilitating global data, making companies involved in data center ownership, servicing, and exposure attractive investment opportunities [1] Vertiv (VRT) - Provides power, cooling, and IT infrastructure solutions for data centers, communication networks, and commercial/industrial facilities [3] - Bullish outlook with current fiscal year EPS estimate of $2 69 per share, up 20% YoY [3] - Exceeded Zacks Consensus EPS estimate by an average of 10% over last four quarters [4] - Achieved double-digit YoY revenue growth for seven consecutive quarters [4] Arista Networks (ANET) - Industry leader in data-driven, client-to-cloud networking for large data centers, campus, and routing environments [7] - Bullish EPS outlook with Zacks Rank 2 (Buy) [7] - Posted sequential revenue growth in each of last ten quarters [8] Comfort Systems USA (FIX) - Provides HVAC installation, maintenance, repair, and replacement services, including data center components like chillers and cooling towers [10] - Current fiscal year earnings estimate revisions up 46% YoY, suggesting 60% YoY growth [10] Investment Outlook - Vertiv, Arista Networks, and Comfort Systems USA expected to benefit from data center exposure amid AI-driven market trends [12]