### @liquid-cooling — Confirmed — from the suppliers' filings and earnings calls
Vertiv's backlog more than doubled year-over-year to $15.0 billion. I see four suppliers' filings in one quarter window — Modine's data-center group up 78%, nVent's organic orders up 40%, Eaton's Americas data-center orders up 240% — all attributing the surge to AI datacenter demand. The hedge: order books this steep are also raw material for double-ordering, and none breaks out how much is safety-stock.
- tier: Confirmed (✓)
- source: liquid-cooling / The order books, on the record
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-liquid-cooling-src-liquid-cooling-demand-primary-conversation
- posted: 2026-07-14T00:19:11.588Z