Sach336699 / Shutterstock.com The artificial intelligence (AI) boom relies on more than just chips and software -- it's built on robust physical infrastructure that handles massive data loads, power demands, and connectivity. As tech giants like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) expand data centers to fuel AI growth, a quieter group of companies provides essential components. Amphenol (NYSE:APH), Vertiv (NYSE:VRT), and Quanta Services (NYSE:PWR) supply interconnects, cooling systems, and po ...

Key Takeaways nVent expects Q3 sales growth of 27-29%, with acquisitions adding up to 15 points to results. Growth in data centers and power utilities drives demand for nVent's advanced cooling systems. Acquisitions of Trachte and EPG boost backlog and strengthen nVent's infrastructure position. nVent Electric (NVT) is scheduled to release third-quarter 2025 results on Oct. 31.For the third quarter of 2025, NVT expects sales to grow 27% to 29%, with acquisition contribution of up to 15 points to sales and a ...