CEL
Cellcom Israel, Ltd.
stock NYSE

CEL just means my engine is going to margin call me.

The energy bottleneck sits above (figuratively) the data center and is a separate industry than the data center and the infrastructure (electric and cooling equipment) it takes to build one.
There is not enough energy being produced to power the amount of data center that are being built at the moment. All of these data center are being filled with vertiv and many others products but the building can't be turned on, and therefore can't make money without the power to do so.
View data center build out infrastructure as a separate sector from energy.
I build data centers for a living and I can confirm there is many projects currently where the building is built (and full of vertiv, Eaton, Schneider, CEL, and other electrical gear mfgs) but the utility power is not able to provide enough energy to turn these building on...yet. In some cases construction of data centers is being delayed until utilities can catch up.