The bill could prove steep

A cluster of blowout results reinforces the AI infrastructure capex narrative: Vertiv revenue jumped 61% with organic orders more than doubling, FTAI net profit rose 31%, Insmed sales climbed 29% sequentially and SoFi extended rapid growth. Vertiv offers the cleanest read-through for data-center power and cooling demand, supporting AI-linked industrials near term, though cost and valuation risk lingers given the headline warning on a steep bill.