AI data center and substation complex highlights EMCOR project pipeline, Cummins backup generators, and GE Vernova grid equipment demand. Key Points While headlines swirl around chip developers and hyperscalers, many other stocks are benefiting from AI under the surface. EMCOR Group, Cummins, and GE Vernova each provide critical products and services that allow data centers and AI to proliferate. These stocks are up more than 35% in 2025, and analysts continue to see upside. Interested in GE Vernova I ...