Vertiv

$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

Nomura: global data center power usage by application $NVDA $AMD $VRT $GOOGL $MSFT $META $AMZN

We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating…

The Fed just admitted that AI demand is now big enough to move INFLATION across the entire United States economy. New York Fed President John Williams said today that one more rate hike may be appropriate this year but he currently sees no…

Vertiv's 2.3MW CoolChip CDU meets NVIDIA's DSX Ready requirements, joining LG Electronics, LiquidStack and Schneider. The mechanism matters: suppliers self-qualify with NVIDIA's suite; buyers still validate themselves. Nvidia is writing…

Goldman Sachs: AI server power supply chain $VRT $ADI $TXN $ETN $STM

Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructure, energy, financing and an enormous…

Every AI rack needs power delivered and heat removed, or it doesn't run. $VRT sells both, and management has raised guidance twice this year. Full year 2026 now guided to $13.8-14.2 billion in sales, 30-32% organic growth, adjusted EPS of…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

AI is about to become the biggest fossil fuel customer on earth (Save this). BloombergNEF's data shows incremental generation needed for data centers climbing from a rounding error in 2025 to roughly 1,350 TWh by 2035 and the two largest…

Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…