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[Bernstein: Construction has become a new bottleneck in data centers and modular construction is heating up] September 15th, Bernstein believes that as construction replaces power supply and becomes a new bottleneck restricting the deployment of data centers, the importance of modular construction will further increase. Bernstein regards Schneider, Vertiv and Eaton as the comprehensive equipment manufacturers with the clearest investment exposure under the modular trend. All three companies have received an "outperform" rating, with target prices of 350 euros, 368 US dollars and 534 US dollars respectively.
electricity 🕐 2026-09-15 20:45
#electricity #data center #U.S. stock trends #Brokerage strategy
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