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@kewur 4 months ago

Vertiv surges as AI-driven data center investments fuel optimism

Vertiv surges as AI-driven data center investments fuel optimism

Vertiv Holdings shot up 18% in September on strong news from the AI data center space. Hyperscalers like Microsoft, Google, Amazon, and Meta are ramping up spending on advanced AI infrastructure, and Vertiv—partnering with Nvidia—stands to gain from this wave. Multi-billion dollar plans from OpenAI, Oracle, and SoftBank, alongside a huge $42B UK data center push from Microsoft, signal potential future order growth for Vertiv. Worth paying attention to their Q3 earnings for any hints about their sales pipeline.
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@Simonwhite 4 months ago

This should be absolutely on the watchlist, good potential.

@AntonioMyers 4 months ago

Partnering with Nvidia is big!

@BrianHoward 4 months ago

Just curious if there’s enough room right after an 18% upside or will there be a correction.