Data Center Firms Report Increased Demand Amid OpenAI and Anthropic Developments

Companies such as Vertiv, Quanta Services, and GE Vernova are noting higher data center demand coinciding with the growth of AI firms OpenAI and Anthropic, both of which are preparing for potential public offerings.

Oct 9, 2026, 4:52 AM - Source: BeInCrypto

Several infrastructure companies, including Vertiv, Quanta Services, and GE Vernova, have recently reported a notable uptick in demand for their data center solutions. This increase appears linked to the rapid expansion of artificial intelligence organizations like OpenAI and Anthropic. As these leading AI companies move closer to potential initial public offerings, the growing need for advanced data storage and processing capacity is impacting related sectors. While these developments suggest strong industry momentum, it remains to be seen how ongoing competition in the AI space will further influence demand for supporting technologies. Investors and observers are watching closely as the AI sector continues its high-profile growth, with underlying infrastructure providers playing a key role in supporting this trajectory.

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Original source link: https://beincrypto.com/stocks-benefit-openai-anthropic-ai-race/

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