BUSINESS● LOW5d ago · Oct 28, 2026, 6:37 PM
From Cooling to Backup Power, Data Center Demand Is Showing Up in Quarterly Results
equity_insider · united states of america · global
Four data center infrastructure suppliers—Vertiv Holdings, American Tower, Johnson Controls, and Generac Holdings—reported third-quarter 2026 results on October 27-28 showing strong demand, with three raising or initiating full-year guidance; Generac disclosed a long-term supply agreement with Amazon for backup power generators with initial deliveries totaling $2.4 billion in 2027 and 2028.
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