VR VRT Vertiv Holdings Co Class A Common Stock 로딩 중... : 애널리스트의 강세 및 약세 의견

The firm's digital infrastructure platform, ADA Infrastructure, is not just an investor but a vertically integrated developer, owning the development process from power procurement to construction, with ~1GW under construction. — As Ares vertically integrates into power and construction, it will likely drive a more efficient build-out, impacting power suppliers and equipment manufacturers who rely on such developers.

Ares' digital infrastructure business is expected to be a key contributor in 2026, with significant capital raising and a vertically integrated model through ADA infrastructure. — This could indicate increased capital deployment into data centers and power, benefiting the broader digital infrastructure ecosystem and related suppliers.