Key Takeaways VRT's Q1 sales jumped 24% Y/Y, with organic orders up 20%, driven by AI and edge computing demand. VRT's rich partner ecosystem and cooling innovations support expansion in high-performance AI data centers. GNRC unveiled 2.25-3.25 MW generators for data centers but faces macro pressures and tariff headwinds.Vertiv (VRT) and Generac Holdings (GNRC) are major players in the data center infrastructure market, providing critical infrastructure solutions for data centers and industrial environmen ...