AI technology is driving significant changes, but investment leadership is shifting from chipmakers to companies involved in energy and electrical infrastructure. The growing electricity demand from data centers, expected to double or triple by 2030, is causing shortages in transformers and power supply. Investors are advised to overweight energy and electrical component stocks now, before rotating back to chip and AI-related stocks as bottlenecks ease. This shift highlights the importance of addressing power, cooling, and grid modernization challenges in the AI investment landscape.
The global Uninterruptible Power Supply (UPS) market, valued at $12.95 billion in 2025, is projected to grow at a CAGR of 6.42% to reach $23.94 billion by 2035. This growth is fueled by the rapid expansion of data centers, cloud computing, AI, and di...
Hyperscale tech companies are expected to invest close to $1 trillion in capital expenditures this year, fueling growth in AI infrastructure. Key beneficiaries include NVIDIA, Broadcom, Marvell, Micron, and Vertiv, each showing strong revenue growth ...
Vertiv, a key player in AI datacenter infrastructure, reported a $15 billion backlog extending revenue visibility into 2027, driven by a 252% surge in Q4 orders. The company’s Q1 2026 results showed a 430 basis point margin increase and a 147% rise i...
Vertiv, a key supplier of power and cooling systems for hyperscale data centers, reported a $15 billion backlog, up 109% year-over-year, driving an 87% share price increase in 2026. Despite recent volatility and regional challenges in EMEA, analysts ...
The surge in AI workloads is driving a major increase in demand for data center cooling and power infrastructure. Companies like Comfort Systems USA, Eaton, Vertiv Holdings, nVent Electric, and Modine Manufacturing are seeing strong earnings beats, g...
