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Power & Cooling

Generation, grid gear, thermal management

AI data centers draw far more electricity per rack than the previous generation and run too hot for air alone. Generators, grid equipment and liquid-cooling suppliers are the physical limit on how fast capacity can be added.

CompanyTicker
Vistra
Power generator, including nuclear, signing long-term supply deals with data centers.
VST
Constellation Energy
Largest US nuclear fleet; power-purchase agreements with data-center operators.
CEG
GE Vernova
Gas turbines and grid equipment for new data-center power.
GEV
Eaton
Electrical distribution and power-quality equipment inside data centers.
ETN
Vertiv
Power and liquid-cooling infrastructure for AI racks.
VRT

Latest 10-K, 10-Q and 8-K filings in Power & Cooling

Source: SEC EDGAR